Skip to content
Disclosery

PHO INVESCO EXCHANGE TRADED FD T

Follow

WATER RES ETF (fund)

365 managers (366 13F filers) reported a position in PHO shares at 2026-03-31, 12,204,636 shares in all. 19 filers opened a position and 32 filers sold out during the quarter.

Managers
365
13F filers
366
New
19
Added
112
Reduced
98
Sold out
32
Shares held by filers
12,204,636

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,565,665$105M0.01%-14,34113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,322,472$88.4M0.01%+14,35113F-HRTimelineGroup
LPL Financial LLC836,098$55.9M0.01%-60,47413F-HRTimeline
UBS Group AGgroup of 2 filers holding670,194$44.8M+275,587Timeline
1832 Asset Management L.P.562,918$37.6M0.05%+42,73313F-HRTimeline
Perigon Wealth Management, LLC427,217$28.6M0.52%+42,93413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC419,926$28.1M0.01%-15,33613F-HRTimelineGroup
Atria Investments, Inc353,972$23.7M0.26%+308,37913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA335,431$22.4M<0.01%+39,49113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…295,258$19.7M0.01%+4,67513F-HRTimelineGroup
Cetera Investment Advisers221,756$14.8M0.02%-12,27013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205,355$13.7M<0.01%+23,86913F-HR/ATimelineGroup
Prism Advisors, Inc.186,428$12.5M3.33%+19,91213F-HRTimeline
CWM, LLCin group CWM, LLC180,133$12M0.03%+39,94213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC164,173$11M0.02%+88,52213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,010$10.8M0.02%-25,95813F-HRTimelineGroup
Polianta Ltd153,700$10.3M1.36%013F-HRTimeline
BLAIR WILLIAM & CO/IL142,050$9.5M0.03%+5,57313F-HRTimeline
Hamilton Wealth, LLC123,518$8.26M1.61%+5,88713F-HR/ATimeline
THRYVE WEALTH MANAGEMENT LLC100,872$6.74M4.5%+4,11813F-HRTimeline
Sage Capital Management, LLC97,169$6.5M3.05%-2,23013F-HRTimeline
WealthSpring Partners, LLC96,687$6.46M5.93%+95113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…94,896$6.34M1.37%-17,26313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC84,836$5.67M0.02%+9,56613F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC77,164$5.16M3.82%-73913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,856$4.94M<0.01%-11,31013F-HRTimelineGroup
D.A. DAVIDSON & CO.70,106$4.69M0.03%+27,01013F-HRTimeline
Conservest Capital Advisors, Inc.68,420$4.57M0.41%-86513F-HRTimeline
Creative Planningin group Creative Planning65,492$4.38M<0.01%-23813F-HRTimelineGroup
Bedell Frazier Investment Counselling, …61,554$4.12M0.83%+36513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,720$3.93M<0.01%+5,71913F-HR/ATimelineGroup
Linscomb Wealth, Inc.58,408$3.91M0.17%+2,85513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,147$3.89M0.01%-1,08913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC57,755$3.86M0.86%-1,19913F-HRTimeline
IFP Advisors, Inc56,090$3.75M0.08%+14,20013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,822$3.73M0.02%-4,18513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,101$3.67M<0.01%+10,31313F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,004$3.48M0.02%+12,90813F-HRTimeline
HighTower Advisors, LLC51,399$3.44M<0.01%+2,21813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …50,548$3.38M0.05%-71813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV49,501$3.31M<0.01%-1,53613F-HRTimeline
SCOTIA CAPITAL INC.49,397$3.3M0.01%+70613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth48,626$3.25M<0.01%-60613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,793$2.73M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,695$2.65M<0.01%-16,35513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,312$2.43M<0.01%+5,26013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,359$2.32M<0.01%-1,92313F-HR/ATimelineGroup
Chicago Partners Investment Group LLC31,981$2.23M0.05%-6413F-HRTimeline
DUDLEY & SHANLEY, INC.32,780$2.19M0.36%013F-HRTimeline
Verity Asset Management, Inc.32,729$2.19M0.92%+3,15613F-HRTimeline
FMR LLCin group FMR LLC32,673$2.18M<0.01%+2713F-HRTimelineGroup
Rockingstone Advisors LLC31,084$2.08M0.95%-1,18013F-HRTimeline
O'ROURKE & COMPANY, Inc29,661$1.98M0.79%-53813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,649$1.98M<0.01%+1,42713F-HRTimelineGroup
Private Advisor Group, LLC28,273$1.89M0.01%+28513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,259$1.82M0.08%013F-HRTimeline
Curbstone Financial Management Corp26,700$1.79M0.34%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,150$1.75M0.16%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,896$1.73M0.06%-49613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,462$1.7M0.36%-2,11813F-HRTimeline
Bravias Capital Group, LLC25,242$1.69M1.1%+2,22113F-HRTimeline
Trust Co25,075$1.68M0.16%013F-HRTimeline
Janney Montgomery Scott LLC24,751$1.66M<0.01%-1,76613F-HRTimeline
Steward Partners Investment Advisory, L…23,863$1.6M0.01%-1,02513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,686$1.58M<0.01%+47713F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP23,300$1.56M0.04%+40013F-HRTimelineGroup
PFG Investments, LLC20,379$1.36M0.06%+37413F-HRTimeline
Bond & Devick Financial Network, Inc.20,208$1.35M0.38%+1613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,190$1.35M0.02%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC19,364$1.29M0.03%+17313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC19,347$1.29M0.01%-7,58913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,246$1.29M<0.01%-2,63413F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.18,972$1.27M0.1%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,727$1.25M<0.01%+17,66313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,601$1.24M<0.01%-5,85813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,534$1.24M0.02%+19113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.18,449$1.23M<0.01%13F-HRTimelineGroup
Summit Financial, LLC18,347$1.23M0.02%-17113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.17,420$1.21M0.84%+2,32213F-HRTimeline
Composition Wealth, LLC18,004$1.2M0.02%013F-HRTimeline
NewEdge Advisors, LLC17,033$1.14M<0.01%-3,80013F-HR/ATimeline
Cambridge Investment Research Advisors,…16,966$1.13M<0.01%-90713F-HRTimeline
Secure Asset Management, LLC16,595$1.11M0.18%+2,95113F-HRTimeline
SeaCrest Wealth Management, LLC16,500$1.1M0.12%-3,93613F-HRTimeline
American Institute for Advanced Investm…16,440$1.1M0.71%-45013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,255$1.09M0.01%-1,02513F-HRTimelineGroup
Fox Hill Wealth Management16,230$1.09M0.52%-13013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC16,193$1.08M0.19%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/16,159$1.08M0.3%-33213F-HRTimeline
Dynamic Advisor Solutions LLC16,102$1.08M0.03%+71213F-HRTimeline
Gouws Capital LLC16,000$1.07M0.57%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,434$1.03M0.04%+213F-HRTimelineGroup
Glen Eagle Advisors, LLC15,297$1.02M0.14%-81113F-HRTimeline
Mesirow Financial Investment Management…15,084$1.01M0.02%+8,19113F-HRTimeline
Mariner, LLCin group Mariner, LLC14,586$975K<0.01%-73113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,132$945K0.02%+3,69113F-HRTimelineGroup
FSM Wealth Advisors, LLC14,034$938K0.12%+2,10413F-HRTimeline
EQUITABLE TRUST CO13,942$932K0.04%013F-HRTimeline
Arkadios Wealth Advisors13,899$929K0.02%+41713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,769$921K<0.01%+10,87913F-HRTimelineGroup
OneDigital Investment Advisors LLC13,573$907K0.01%-1,76513F-HRTimeline
Cresset Asset Management, LLC13,565$907K<0.01%-1,26713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,544$906K0.01%+10,24013F-HRTimelineGroup
Integrated Wealth Concepts LLC13,538$905K0.01%+1,42613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,250$898K0.02%+7,40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,299$889K<0.01%-76013F-HRTimelineGroup
MAI Capital Management13,040$872K<0.01%-15113F-HRTimeline
Elk River Wealth Management LLC12,625$844K0.14%013F-HRTimeline
Snowden Capital Advisors LLC12,402$829K0.02%+15813F-HRTimeline
LexAurum Advisors, LLC12,396$829K0.11%13F-HRTimeline
ALTFEST L J & CO INC11,981$801K0.09%-64713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,907$796K0.01%-2,17313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,741$785K<0.01%-95413F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …11,599$776K0.02%+13713F-HRTimelineGroup
NTV Asset Management LLC11,415$763K0.08%+15013F-HRTimeline
First City Capital Management, Inc.11,335$758K0.4%013F-HRTimeline
NewEdge Wealth, LLC11,147$745K0.01%013F-HRTimeline
HM PAYSON & CO10,905$729K0.01%-66613F-HRTimeline
Ausdal Financial Partners, Inc.10,848$725K0.03%+3,78413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,438$698K<0.01%-1,03713F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,379$694K0.05%+1,72613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,352$692K<0.01%013F-HRTimelineGroup
Stamos Capital Partners, L.P.9,854$659K0.1%+76013F-HRTimeline
Crestwood Advisors Group, LLC9,738$651K0.01%+4213F-HRTimeline
Retirement Planning Co of New England, …9,410$629K0.26%+313F-HRTimeline
CHOREO, LLC9,330$624K0.01%-69513F-HRTimeline
Welch & Forbes LLC9,100$608K0.01%-1,30013F-HRTimeline
Lynx Investment Advisory9,092$608K0.29%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,948$605K0.04%-10313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,992$601K<0.01%-3,09913F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC8,950$598K0.03%013F-HRTimeline
IHT Wealth Management, LLC8,723$583K0.01%+913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,530$570K0.03%+213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,297$555K0.03%-12713F-HRTimeline
Advisory Services Network, LLC8,114$543K0.01%-4,98913F-HRTimeline
Trask Adam Roland8,000$535K0.51%13F-HRTimeline
Pacific Sun Financial Corp7,973$533K0.26%+19513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,964$532K0.38%+613F-HRTimeline
GERBER, LLC7,835$524K0.3%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,753$522K<0.01%-18,99413F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,674$513K0.18%+113F-HRTimeline
TIAAgroup of 2 filers holding7,653$512K+3,300Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,593$508K<0.01%-2,85113F-HRTimelineGroup
Mountain Capital Investment Advisors In…7,144$495K0.07%+14013F-HRTimeline
McGinn Penninger Investment Management,…7,406$495K0.32%-24013F-HRTimeline
Stenham Asset Management Ltd7,400$495K0.24%013F-HRTimeline
LPWM LLC7,387$494K0.12%+1,48913F-HRTimeline
Independent Advisor Alliance7,332$490K0.01%new13F-HRTimeline
Howard Capital Management Group, LLC7,200$481K0.03%-58513F-HRTimeline
Legacy Edge Advisors, LLC7,151$478K0.05%+1,22413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,100$475K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,880$460K<0.01%013F-HRTimelineGroup
Columbus Macro, LLC6,707$448K0.05%+1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,671$446K<0.01%-96613F-HRTimelineGroup
HOWE & RUSLING INC6,597$441K0.03%+10013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,582$440K0.01%013F-HRTimeline
HRT FINANCIAL LP6,323$422K<0.01%new13F-HRTimeline
EJMK Ventures LLC6,269$419K0.23%-1,52713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,141$411K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co6,075$406K0.01%013F-HRTimeline
Mechanics Bank Trust Department6,075$406K0.06%-57013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,023$403K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,020$402K0.01%+87013F-HR/ATimeline
Moors & Cabot, Inc.5,985$400K0.02%+55013F-HRTimeline
Sequoia Financial Advisors, LLC5,982$400K<0.01%+413F-HRTimeline
Waverly Advisors, LLC5,900$394K<0.01%+5013F-HRTimeline
NorthRock Partners, LLC5,847$391K0.01%+113F-HRTimeline
Wealthfront Advisers LLC5,835$390K<0.01%-49313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,792$387K<0.01%-513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,722$383K<0.01%+1,36413F-HRTimelineGroup
North Star Investment Management Corp.5,720$382K0.02%+213F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,698$381K0.04%+213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,646$377K<0.01%-5,31913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO5,575$373K0.01%013F-HRTimeline
Venture Visionary Partners LLC5,528$370K0.01%-30013F-HRTimeline
Quantinno Capital Management LP5,509$368K<0.01%+9613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,396$361K<0.01%+16913F-HRTimeline
Clearwater Capital Advisors, LLC5,191$347K0.03%-2113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,141$344K0.01%+34613F-HRTimelineGroup
First Western Trust Bank5,044$337K0.02%-2,19013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,025$336K0.09%-59213F-HRTimeline
Paragon Capital Management Ltd4,973$333K0.07%+813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,923$329K<0.01%-1,35413F-HRTimeline
Parkside Financial Bank & Trust4,750$318K0.02%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,708$315K0.03%013F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC4,700$314K0.2%013F-HRTimeline
LJI Wealth Management, LLC4,650$311K0.05%new13F-HRTimeline
Walkner Condon Financial Advisors LLC4,645$311K0.04%+31213F-HRTimeline
Ledyard National Bank4,542$304K0.03%-28913F-HRTimeline
&PARTNERS4,508$301K<0.01%-3,32613F-HRTimeline
WEDBUSH SECURITIES INC4,503$301K0.01%-813F-HRTimeline
FLOW TRADERS U.S. LLC4,486$300K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.4,428$298K<0.01%-12413F-HRTimeline
Napier Financial, LLC4,424$296K0.07%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$295K0.05%013F-HRTimeline
WealthBridge Capital Management, LLC4,389$293K0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,318$289K0.02%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,297$287K<0.01%+58013F-HRTimelineGroup
Vise Technologies, Inc.3,977$280K0.01%013F-HRTimeline
Aspire Capital Advisors LLC4,182$280K0.06%+713F-HRTimeline