§ EQUITY
USDPHO
INVESCO WATER RESOURCES ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 1.3M | 0.0% | −49% |
| Bank of America Corp | 884K | 0.0% | −1% |
| LPL Financial LLC | 836K | 0.0% | −7% |
| UBS Group AG | 639K | 0.0% | +70% |
| 1832 Asset Management L.P. | 563K | 0.0% | +8% |
| Bank of America Corp | 461K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for PHO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.2% · 314 holders
DEALER / BANK38.5% · 36 holders
QUALITY / COMPOUNDER6.6% · 7 holders
INCOME / DEFENSIVE0.5% · 3 holders
PASSIVE / INDEX0.2% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PHO in the last 180 days.