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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

375 managers (375 13F filers) reported a position in PHO shares at 2025-03-31, 12,808,510 shares in all. 28 filers opened a position and 34 filers sold out during the quarter.

Managers
375
13F filers
375
New
28
Added
105
Reduced
105
Sold out
34
Shares held by filers
12,808,510

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,664,614$107M0.01%-21,66013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,435,969$92.6M0.01%+3,10113F-HRTimelineGroup
LPL Financial LLC826,990$53.4M0.02%+76,82113F-HRTimeline
UBS Group AGin group UBS Group AG608,386$39.3M0.01%-142,80313F-HRTimelineGroup
1832 Asset Management L.P.500,911$32.3M0.06%+8,75713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC467,556$30.2M0.01%-58,41413F-HRTimelineGroup
HighTower Advisors, LLC415,878$26.8M0.04%+4,60313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC412,021$26.6M0.04%+171,24013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA379,490$24.5M0.01%-25,83413F-HR/ATimelineGroup
Gitterman Wealth Management, LLC363,423$23.4M6.23%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…290,265$18.7M0.01%+6,68413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,175$14.7M0.03%-4,49113F-HRTimelineGroup
Polianta Ltd221,600$14.3M6.9%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,140$14.1M<0.01%-2,21413F-HRTimelineGroup
Cetera Investment Advisers210,967$13.6M0.03%-7,53113F-HRTimeline
Prism Advisors, Inc.197,542$12.7M3.92%-8,81013F-HRTimeline
CWM, LLCin group CWM, LLC133,361$8.6M0.03%+8,04213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL119,229$7.69M0.02%-33313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…115,994$7.48M1.57%-2,66413F-HRTimeline
Hamilton Wealth, LLC115,887$7.48M1.8%+69513F-HRTimeline
Sage Capital Management, LLC114,009$7.36M3.99%+11913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,940$5.61M0.01%-24,04913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC78,797$5.08M<0.01%+3,65113F-HRTimelineGroup
Conservest Capital Advisors, Inc.72,130$4.65M0.49%-51813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,872$4.64M-4,026Timeline
Bedell Frazier Investment Counselling, …63,814$4.12M1.05%-86113F-HRTimeline
Money Design Co.,Ltd.62,091$4.01M0.2%-6,12813F-HRTimeline
Linscomb Wealth, Inc.61,887$3.99M0.2%013F-HRTimeline
Creative Planningin group Creative Planning61,125$3.94M<0.01%+18413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK61,115$3.94M0.03%-1,00013F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT60,702$3.92M1.14%-6913F-HRTimeline
Raab & Moskowitz Asset Management LLC60,696$3.92M0.98%+45013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,216$3.76M0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,838$3.41M0.01%-49413F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …52,711$3.4M0.06%-2,26013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV52,330$3.38M0.01%+88113F-HRTimeline
SCOTIA CAPITAL INC.49,672$3.2M0.02%+69513F-HRTimeline
IFP Advisors, Inc44,281$2.86M0.09%+8,83413F-HRTimeline
Prime Capital Investment Advisors, LLC43,809$2.83M0.03%+14,29713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,348$2.8M<0.01%+10,83913F-HRTimelineGroup
Atria Wealth Solutions, Inc.41,141$2.65M0.03%+3,41913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth39,612$2.56M0.01%-1,58213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,599$2.55M<0.01%+9,66313F-HRTimelineGroup
Beacon Pointe Advisors, LLC39,143$2.53M0.03%-5,22213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,656$2.3M<0.01%-1,92713F-HRTimelineGroup
Strive Asset Management, LLC34,490$2.23M1.55%new13F-HR/ATimeline
CIBC WORLD MARKET INC.34,077$2.2M0.01%+29,46213F-HRTimeline
DUDLEY & SHANLEY, INC.32,780$2.11M0.33%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,703$2.11M<0.01%+19,53913F-HRTimelineGroup
Chicago Partners Investment Group LLC32,034$2.1M0.07%+15413F-HRTimeline
Rockingstone Advisors LLC31,635$2.04M0.92%-1,16513F-HRTimeline
Cambridge Investment Research Advisors,…31,176$2.01M0.01%-4,82013F-HRTimeline
CW Advisors, LLC30,000$1.94M0.02%+1413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,684$1.92M0.73%-1,43313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,953$1.87M<0.01%-3,37813F-HR/ATimelineGroup
O'ROURKE & COMPANY, Inc28,253$1.82M0.9%+3513F-HRTimeline
Janney Montgomery Scott LLC28,165$1.82M0.01%-51313F-HRTimeline
Verity Asset Management, Inc.27,618$1.78M0.73%+17813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,559$1.78M0.1%-5,50013F-HRTimeline
Curbstone Financial Management Corp26,700$1.72M0.36%013F-HRTimeline
Steward Partners Investment Advisory, L…26,481$1.71M0.02%-23413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.69M0.11%-3,85013F-HRTimelineGroup
Private Advisor Group, LLC26,012$1.68M0.01%-3,77413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,647$1.65M<0.01%-40913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,436$1.64M<0.01%+7,28013F-HR/ATimelineGroup
Trust Co25,075$1.62M0.19%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,482$1.58M<0.01%+1,20813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,917$1.56M<0.01%-1,79313F-HRTimelineGroup
SeaCrest Wealth Management, LLC23,721$1.53M0.17%-11113F-HRTimeline
FMR LLCin group FMR LLC23,672$1.53M<0.01%+1,35613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.22,054$1.42M0.04%+10,68813F-HRTimeline
Private Wealth Advisors, LLC21,540$1.39M0.58%+19713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,427$1.38M0.05%-25113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,334$1.38M<0.01%+1,42713F-HRTimelineGroup
Nilsine Partners, LLC21,157$1.37M0.15%-2,28613F-HRTimeline
Mariner, LLCin group Mariner, LLC20,658$1.33M<0.01%-8,55513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,601$1.33M<0.01%+4,84213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,358$1.31M<0.01%-49713F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.3M0.02%+7,24013F-HRTimelineGroup
COMERICA BANK19,366$1.25M0.01%-3,35713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP19,097$1.23M<0.01%+41713F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.22M0.11%-10013F-HRTimeline
PFG Investments, LLC18,806$1.21M0.08%-1813F-HRTimeline
Bond & Devick Financial Network, Inc.18,479$1.19M0.43%-4813F-HRTimeline
American Institute for Advanced Investm…17,750$1.15M0.87%+31513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,715$1.14M0.01%-1,55013F-HRTimelineGroup
Fox Hill Wealth Management17,344$1.12M0.66%-39013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,034$1.1M0.23%013F-HRTimeline
Sovran Advisors, LLC17,653$1.1M0.14%+3,32913F-HRTimeline
NewEdge Advisors, LLC16,980$1.1M0.01%+85313F-HRTimeline
ROBERTS GLORE & CO INC /IL/16,530$1.07M0.33%-1,22013F-HRTimeline
Composition Wealth, LLC16,290$1.05M0.02%-9613F-HRTimeline
Glen Eagle Advisors, LLC16,160$1.04M0.17%-63413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,100$1.04M0.03%+4113F-HRTimelineGroup
Gouws Capital LLC16,000$1.03M0.68%013F-HRTimeline
McGinn Penninger Investment Management,…15,709$1.01M0.66%new13F-HRTimeline
OneDigital Investment Advisors LLC15,652$1.01M0.01%-4813F-HRTimeline
Ledyard National Bank15,106$975K0.1%+4313F-HRTimeline
D.A. DAVIDSON & CO.15,069$972K0.01%+24913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,971$966K0.02%+52313F-HRTimelineGroup
Cresset Asset Management, LLC14,832$957K<0.01%-2,92013F-HRTimeline
EQUITABLE TRUST CO14,789$954K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,467$933K0.03%+11,39813F-HRTimelineGroup
MAI Capital Management13,794$890K0.01%-26013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,562$875K0.03%-2,00213F-HR/ATimelineGroup
NewEdge Wealth, LLC13,385$864K0.02%-2,30713F-HRTimeline
LexAurum Advisors, LLC13,378$863K0.17%+113F-HRTimeline
Freedom Investment Management, Inc.13,361$862K0.07%-37013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,114$846K0.01%-30013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,788$825K<0.01%+22913F-HRTimelineGroup
Elk River Wealth Management LLC12,625$815K0.15%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,582$812K<0.01%+19713F-HRTimelineGroup
Snowden Capital Advisors LLC12,545$809K0.03%-4013F-HRTimeline
NTV Asset Management LLC12,265$791K0.11%013F-HRTimeline
Welch & Forbes LLC12,200$787K0.01%013F-HRTimeline
ALTFEST L J & CO INC11,981$773K0.1%013F-HRTimeline
NorthCoast Asset Management LLC11,892$767K<0.01%-2813F-HR/ATimeline
HM PAYSON & CO11,571$747K0.01%013F-HRTimeline
Bravias Capital Group, LLC11,543$745K0.6%+91313F-HRTimeline
Integrated Wealth Concepts LLC11,473$740K0.01%-77913F-HRTimeline
First City Capital Management, Inc.11,335$731K0.44%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,208$723K0.24%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,182$721K0.02%+3,72713F-HRTimeline
Federation des caisses Desjardins du Qu…11,058$713K<0.01%+1,39213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,002$710K<0.01%+16813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,707$691K<0.01%-2,26913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,363$669K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,076$650K0.01%+213F-HRTimelineGroup
Secure Asset Management, LLC9,918$640K0.13%+4,47713F-HRTimeline
CHOREO, LLC9,641$622K0.01%013F-HRTimeline
Retirement Planning Co of New England, …9,602$620K0.31%-13613F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC9,414$607K0.28%-30313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,330$602K0.05%-20913F-HRTimeline
Crestwood Advisors Group, LLC9,181$592K0.01%+50513F-HRTimeline
IHT Wealth Management, LLC9,155$591K0.02%-50213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,000$581K0.03%013F-HRTimeline
Dynamic Advisor Solutions LLC8,992$580K0.02%+49713F-HRTimeline
Howard Capital Management Group, LLC8,924$576K0.04%+11013F-HRTimeline
Summit Financial, LLC8,914$575K0.02%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,400$542K0.01%-2,63313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,266$533K0.03%+113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,239$532K0.01%+6,73913F-HRTimeline
Advisory Services Network, LLC8,232$531K0.01%+1,06113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,942$512K0.42%-4,00113F-HRTimeline
GERBER, LLC7,835$506K0.42%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,800$503K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,740$499K0.04%+60213F-HRTimeline
Waverly Advisors, LLC7,565$488K0.01%-14913F-HRTimeline
Relyea Zuckerberg Hanson LLC7,560$488K0.07%-1,49513F-HRTimeline
Pacific Sun Financial Corp7,498$484K0.28%+48513F-HRTimeline
Mesirow Financial Investment Management…7,481$483K0.01%+513F-HRTimeline
Mechanics Bank Trust Department7,480$483K0.07%-60013F-HRTimeline
Stenham Asset Management Ltd7,400$477K0.19%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,218$466K<0.01%new13F-HRTimelineGroup
SS&H Financial Advisors, Inc.7,200$465K0.17%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,090$457K<0.01%+17413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,981$450K<0.01%+10113F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,933$447K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,832$441K0.01%-26813F-HRTimelineGroup
Prospera Financial Services Inc6,735$435K0.01%+1,44013F-HRTimeline
Columbus Macro, LLC6,680$431K0.06%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,655$429K0.02%-27513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,650$429K<0.01%+49013F-HRTimelineGroup
Mountain Capital Investment Advisors In…6,635$428K0.09%+5513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$425K0.01%-69613F-HRTimeline
HOWE & RUSLING INC6,420$414K0.03%-85013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,331$408K<0.01%+70513F-HRTimelineGroup
Sandy Spring Bank6,323$408K0.02%-5013F-HRTimeline
Wealthfront Advisers LLC6,281$405K<0.01%+34113F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,196$400K0.05%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,141$396K<0.01%-2,50013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources6,033$389K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co5,955$384K0.01%013F-HRTimeline
North Star Investment Management Corp.5,917$382K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,850$377K0.01%013F-HRTimeline
Venture Visionary Partners LLC5,828$376K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,760$372K0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,575$360K0.01%013F-HRTimeline
Moors & Cabot, Inc.5,535$357K0.02%+40013F-HRTimeline
Quantinno Capital Management LP5,495$355K<0.01%new13F-HRTimeline
Western Financial Corp/CA5,469$353K0.21%+113F-HRTimeline
NorthRock Partners, LLC5,346$345K0.01%+3,42513F-HRTimeline
LRI Investments, LLC5,276$340K0.03%+4,14313F-HRTimeline
Larson Financial Group LLC5,227$337K0.02%-32713F-HRTimeline
WEBSTER BANK, N. A.5,220$337K0.04%013F-HRTimeline
MinichMacGregor Wealth Management, LLC5,218$337K0.08%-1913F-HRTimeline
Lynx Investment Advisory5,211$336K0.22%new13F-HRTimeline
WEDBUSH SECURITIES INC5,140$332K0.01%-17313F-HRTimeline
Innovative Advisory Group, LLC5,013$323K0.31%013F-HRTimeline
Transform Wealth, LLC4,909$317K0.02%+213F-HRTimeline
LPWM LLC4,875$315K0.1%+38813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,768$310K0.01%+91913F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC4,783$309K0.03%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…4,772$308K0.1%+16713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,751$307K0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust4,750$306K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,708$304K0.03%013F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC4,700$303K0.26%+1,00013F-HRTimeline
HB Wealth Management, LLC4,644$300K<0.01%new13F-HRTimeline
Aspen Wealth Strategies, LLC4,593$296K0.19%+9713F-HRTimeline