Who owns PHO?
Invesco Water Resources ETF · Invesco
380 institutions reported holding PHO, worth $809.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PHO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $110.5M | 1,600,010 | +34,345 shares |
| Morgan Stanley | New York, NY | $90.1M | 1,304,435 | −18,037 shares |
| LPL Financial LLC | Fort Mill, SC | $55.6M | 804,161 | −31,937 shares |
| 1832 Asset Management L.P. | Toronto, Ontario, Canada | $41.9M | 606,065 | +43,147 shares |
| Perigon Wealth Management, LLC | San Francisco, CA | $33.0M | 477,462 | +50,245 shares |
| Atria Investments, Inc | Charlotte, NC | $31.7M | 458,767 | +104,795 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.0M | 346,907 | −73,019 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $22.3M | 323,310 | −12,121 shares |
| UBS Group AG | Zurich, Switzerland | $20.9M | 302,906 | −364,564 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $19.9M | 287,435 | −7,823 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PHO?
380 institutional managers reported holding PHO in Form 13F filings for June 30, 2026, worth $809.6M in total. The largest reported position was held by Bank of America Corp., at $110.5M.
Did institutions buy or sell PHO last quarter?
Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 50 firms reported a new position and 25 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PHO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.