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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

395 managers (395 13F filers) reported a position in PHO shares at 2025-06-30, 12,300,270 shares in all. 39 filers opened a position and 21 filers sold out during the quarter.

Managers
395
13F filers
395
New
39
Added
101
Reduced
116
Sold out
21
Shares held by filers
12,300,270

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,603,355$112M0.01%-61,25913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,425,365$99.6M0.01%-10,60413F-HRTimelineGroup
LPL Financial LLC822,343$57.5M0.02%-4,64713F-HRTimeline
1832 Asset Management L.P.505,965$35.4M0.06%+5,05413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC460,590$32.2M0.01%-6,96613F-HRTimelineGroup
UBS Group AGin group UBS Group AG423,199$29.6M0.01%-185,18713F-HRTimelineGroup
HighTower Advisors, LLC416,656$29.1M0.04%+77813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA388,343$27.1M0.01%+8,85313F-HR/ATimelineGroup
Gitterman Wealth Management, LLC369,969$25.9M6.03%+6,54613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287,504$20.1M0.01%-2,76113F-HRTimelineGroup
Polianta Ltd221,600$15.5M6.68%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,053$15.3M0.03%-8,12213F-HR/ATimelineGroup
Cetera Investment Advisers218,838$15.3M0.03%+7,87113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,949$14.3M0.02%-208,07213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN188,927$13.2M<0.01%-30,21313F-HRTimelineGroup
Prism Advisors, Inc.163,018$11.4M3.25%-34,52413F-HRTimeline
BLAIR WILLIAM & CO/IL136,963$9.58M0.03%+17,73413F-HRTimeline
CWM, LLCin group CWM, LLC132,754$9.28M0.03%-60713F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…114,804$8.02M1.61%-1,19013F-HRTimeline
Hamilton Wealth, LLC114,025$7.97M1.78%-1,86213F-HRTimeline
Sage Capital Management, LLC113,211$7.91M3.81%-79813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP88,858$6.21M0.01%+1,91813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,158$5.6M<0.01%+1,36113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,704$5.22M0.03%+2,83213F-HRTimelineGroup
Strive Asset Management, LLC74,074$5.18M3.12%+39,58413F-HRTimeline
Conservest Capital Advisors, Inc.70,476$4.93M0.49%-1,65413F-HRTimeline
Creative Planningin group Creative Planning64,385$4.5M<0.01%+3,26013F-HRTimelineGroup
Bedell Frazier Investment Counselling, …63,161$4.42M1.11%-65313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK61,065$4.27M0.03%-5013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC60,297$4.22M1%-39913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,490$4.16M0.01%+1,27413F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT56,969$3.98M1.07%-3,73313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,223$3.93M0.01%+3,38513F-HRTimelineGroup
Money Design Co.,Ltd.55,953$3.91M0.18%-6,13813F-HRTimeline
Linscomb Wealth, Inc.55,887$3.91M0.18%-6,00013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …51,308$3.59M0.05%-1,40313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV50,932$3.56M0.01%-1,39813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,651$3.47M<0.01%+6,30313F-HRTimelineGroup
SCOTIA CAPITAL INC.49,083$3.43M0.02%-58913F-HRTimeline
IFP Advisors, Inc45,831$3.2M0.09%+1,55013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,664$3.19M<0.01%+6,06513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth38,322$2.68M0.01%-1,29013F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,444$2.55M0.03%-2,69913F-HRTimeline
CIBC WORLD MARKET INC.34,633$2.42M0.01%+55613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,529$2.34M<0.01%+8,09313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,261$2.33M<0.01%-2,39513F-HRTimelineGroup
DUDLEY & SHANLEY, INC.32,780$2.29M0.36%013F-HRTimeline
Chicago Partners Investment Group LLC32,038$2.27M0.07%+413F-HRTimeline
Rockingstone Advisors LLC31,074$2.17M1.14%-56113F-HRTimeline
Atria Wealth Solutions, Inc.30,127$2.11M0.05%-11,01413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,860$2.09M<0.01%-2,84313F-HRTimelineGroup
Private Advisor Group, LLC29,427$2.06M0.01%+3,41513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,579$2.04M<0.01%+2,93213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,093$2.03M0.6%-59113F-HRTimeline
J.W. COLE ADVISORS, INC.28,431$1.99M0.04%+6,37713F-HRTimeline
Prime Capital Investment Advisors, LLC28,314$1.98M0.03%-15,49513F-HRTimeline
O'ROURKE & COMPANY, Inc28,274$1.98M0.92%+2113F-HRTimeline
Steward Partners Investment Advisory, L…27,556$1.93M0.02%+1,07513F-HRTimeline
Janney Montgomery Scott LLC27,405$1.92M0.01%-76013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,359$1.91M0.12%-20013F-HRTimeline
Verity Asset Management, Inc.27,021$1.89M0.9%-59713F-HRTimeline
Curbstone Financial Management Corp26,700$1.87M0.38%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.83M0.12%013F-HRTimelineGroup
FMR LLCin group FMR LLC26,126$1.83M<0.01%+2,45413F-HRTimelineGroup
Trust Co25,075$1.75M0.2%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.25,023$1.75M<0.01%-1,89413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,677$1.73M<0.01%+19513F-HRTimeline
Sovran Advisors, LLC23,520$1.67M0.18%+5,86713F-HRTimeline
Glenmede Investment Management, LP23,715$1.66M0.01%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP23,599$1.65M<0.01%+4,50213F-HRTimelineGroup
SeaCrest Wealth Management, LLC22,908$1.6M0.17%-81313F-HRTimeline
MML INVESTORS SERVICES, LLC22,253$1.56M<0.01%+1,65213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,494$1.5M0.05%+6713F-HRTimelineGroup
Nilsine Partners, LLC21,265$1.49M0.15%+10813F-HRTimeline
Cambridge Investment Research Advisors,…21,029$1.47M<0.01%-10,14713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,762$1.45M<0.01%-57213F-HR/ATimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.41M0.02%013F-HRTimelineGroup
PFG Investments, LLC19,929$1.39M0.08%+1,12313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,918$1.39M<0.01%-44013F-HR/ATimelineGroup
Bond & Devick Financial Network, Inc.19,429$1.36M0.45%+95013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,152$1.34M<0.01%-1,50613F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.33M0.11%013F-HRTimeline
COMERICA BANK18,903$1.32M0.01%-46313F-HRTimeline
Dynamic Advisor Solutions LLC18,576$1.3M0.04%+9,58413F-HRTimeline
NewEdge Advisors, LLC18,515$1.29M0.01%+1,53513F-HRTimeline
Summit Financial, LLC18,513$1.29M0.03%+9,59913F-HRTimeline
American Institute for Advanced Investm…17,495$1.22M0.87%-25513F-HRTimeline
Fox Hill Wealth Management17,197$1.2M0.62%-14713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,034$1.19M0.22%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,972$1.19M<0.01%+9,75413F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/16,575$1.16M0.34%+4513F-HRTimeline
Composition Wealth, LLC16,420$1.15M0.02%+13013F-HRTimeline
Glen Eagle Advisors, LLC16,101$1.13M0.17%-5913F-HRTimeline
Gouws Capital LLC16,000$1.12M0.68%013F-HRTimeline
D.A. DAVIDSON & CO.15,871$1.11M0.01%+80213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,431$1.08M0.04%-66913F-HRTimelineGroup
NorthCoast Asset Management LLC15,424$1.08M<0.01%+3,53213F-HRTimeline
OneDigital Investment Advisors LLC15,253$1.07M0.01%-39913F-HRTimeline
CW Advisors, LLC15,069$1.05M0.01%-14,93113F-HRTimeline
Cresset Asset Management, LLC14,832$1.04M0.01%013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,502$1.01M0.01%+1,38813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,167$990K0.02%-80413F-HRTimelineGroup
EQUITABLE TRUST CO13,942$975K0.05%-84713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,692$957K<0.01%+1,11013F-HRTimelineGroup
Integrated Wealth Concepts LLC13,686$957K0.01%+2,21313F-HRTimeline
NewEdge Wealth, LLC13,385$957K0.01%013F-HRTimeline
Ledyard National Bank13,481$942K0.09%-1,62513F-HRTimeline
MAI Capital Management13,184$922K0.01%-61013F-HRTimeline
Freedom Investment Management, Inc.13,112$917K0.07%-24913F-HRTimeline
Secure Asset Management, LLC13,103$916K0.17%+3,18513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,040$912K0.03%-52213F-HRTimelineGroup
Bravias Capital Group, LLC12,724$890K0.65%+1,18113F-HRTimeline
Elk River Wealth Management LLC12,625$883K0.15%013F-HRTimeline
LexAurum Advisors, LLC12,605$881K0.14%-77313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,553$877K<0.01%-23513F-HR/ATimelineGroup
MUSTICO FINANCIAL GROUP, INC.12,039$855K0.79%13F-HRTimeline
Welch & Forbes LLC12,200$853K0.01%013F-HRTimeline
NTV Asset Management LLC12,115$847K0.1%-15013F-HRTimeline
Federation des caisses Desjardins du Qu…12,065$843K<0.01%+1,00713F-HRTimeline
ALTFEST L J & CO INC11,981$838K0.1%013F-HRTimeline
Snowden Capital Advisors LLC11,977$837K0.02%-56813F-HRTimeline
HM PAYSON & CO11,571$809K0.01%013F-HRTimeline
McGinn Penninger Investment Management,…11,474$802K0.51%-4,23513F-HRTimeline
First City Capital Management, Inc.11,335$792K0.46%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,240$786K0.02%+5813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,002$769K<0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,776$753K<0.01%+41313F-HRTimelineGroup
Advisory Services Network, LLC10,554$744K0.01%+2,32213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,607$742K<0.01%-10013F-HR/ATimelineGroup
FSM Wealth Advisors, LLC10,377$736K0.12%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,844$688K<0.01%-19,10913F-HRTimelineGroup
CHOREO, LLC9,708$679K0.01%+6713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,477$663K0.02%+1,07713F-HRTimelineGroup
Retirement Planning Co of New England, …9,449$661K0.29%-15313F-HRTimeline
Arkadios Wealth Advisors9,350$654K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC9,253$647K0.01%+7213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,000$629K0.03%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC8,922$624K0.26%-49213F-HRTimeline
IHT Wealth Management, LLC8,890$622K0.02%-26513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,641$604K<0.01%+2,50013F-HRTimelineGroup
Howard Capital Management Group, LLC8,574$599K0.04%-35013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,516$595K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC8,424$589K0.01%+18513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,177$572K0.03%-8913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,995$559K0.05%-1,33513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,969$557K0.04%+22913F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,948$556K0.43%+613F-HRTimeline
GERBER, LLC7,835$548K0.38%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…7,765$543K0.15%+2,99313F-HRTimelineGroup
Mesirow Financial Investment Management…7,485$523K0.01%+413F-HRTimeline
Stenham Asset Management Ltd7,400$517K0.23%013F-HRTimeline
Mechanics Bank Trust Department7,280$509K0.07%-20013F-HRTimeline
Pacific Sun Financial Corp7,238$506K0.26%-26013F-HRTimeline
SS&H Financial Advisors, Inc.7,200$503K0.17%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,112$497K0.04%+17913F-HRTimeline
Wealthfront Advisers LLC6,932$485K<0.01%+65113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,907$483K<0.01%-18313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,880$481K<0.01%-10113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC6,829$477K0.15%-4,37913F-HRTimeline
Waverly Advisors, LLC6,699$468K0.01%-86613F-HRTimeline
Columbus Macro, LLC6,680$467K0.06%013F-HRTimeline
Aspen Wealth Strategies, LLC6,646$465K0.28%+2,05313F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,625$463K0.02%-3013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$460K0.01%013F-HRTimeline
Mountain Capital Investment Advisors In…6,465$460K0.09%-17013F-HRTimeline
Prospera Financial Services Inc6,402$448K0.01%-33313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,323$442K0.01%new13F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.6,300$440K<0.01%-35013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co6,075$425K0.01%+12013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,016$421K0.05%-18013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,984$418K0.01%-8,48313F-HRTimelineGroup
North Star Investment Management Corp.5,917$414K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,850$409K0.01%013F-HRTimeline
Venture Visionary Partners LLC5,828$407K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,760$403K0.01%013F-HRTimeline
Stamos Capital Partners, L.P.5,706$399K0.07%+1,78613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,575$390K0.01%013F-HRTimeline
Quantinno Capital Management LP5,463$382K<0.01%-3213F-HRTimeline
HOWE & RUSLING INC5,347$374K0.03%-1,07313F-HRTimeline
NorthRock Partners, LLC5,347$374K0.01%+113F-HR/ATimeline
MinichMacGregor Wealth Management, LLC5,337$373K0.08%+11913F-HRTimeline
Moors & Cabot, Inc.5,310$371K0.02%-22513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,289$370K<0.01%-1,54313F-HRTimelineGroup
LRI Investments, LLC5,276$369K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC5,272$369K<0.01%+2,08213F-HRTimeline
Clearwater Capital Advisors, LLC5,212$364K0.03%+1,00513F-HRTimeline
Lynx Investment Advisory5,156$360K0.24%-5513F-HRTimeline
LPWM LLC4,875$341K0.1%013F-HRTimeline
Merit Financial Group, LLC4,871$341K<0.01%+39013F-HRTimeline
WEDBUSH SECURITIES INC4,808$336K0.01%-33213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,783$334K0.01%+3213F-HRTimelineGroup
Innovative Advisory Group, LLC4,781$334K0.29%-23213F-HRTimeline
Parkside Financial Bank & Trust4,750$332K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,708$329K0.03%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,706$329K0.02%-6213F-HRTimelineGroup
Larson Financial Group LLC4,698$328K0.01%-52913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,682$327K<0.01%+9213F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC4,680$327K0.04%-2,88013F-HRTimeline
Sanctuary Advisors, LLC4,582$320K<0.01%+113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,550$318K<0.01%-1,78113F-HRTimelineGroup