$PHO is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.17%, with an average of 0.05% of portfolio. Largest holder: Linscomb Wealth, Inc. at 0.17%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
INVESCO WATER RESOURCES ETF
13F holders
369
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 369 · Source: 13F-HR01
High Falls Advisors, Inc
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02
Taconic Capital Advisors LP
—
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03
Sheaff Brock Investment Advisors, LLC
—
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04
Onex Canada Asset Management Inc.
—
—
05
Sompo Asset Management Co., Ltd.
—
—
06
Copperwynd Financial, LLC
—
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07
FengHe Fund Management Pte. Ltd.
—
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08
State Farm Mutual Automobile Insurance Co.
—
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09
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
—
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10
SimpliFi, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
8 holders · Q1 202601
Linscomb Wealth, Inc.
0.17% NEW
α +32.6pts
02
Stamos Capital Partners, L.P.
0.10% NEW
α +10.2pts
03
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
04
Venture Visionary Partners LLC
0.01% held
α +10.3pts
05
Costello Asset Management, INC
0.01% held
α +14.3pts
06
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
07
Banco Santander, S.A.
0.00% held
α +12.6pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $PHO in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $PHO in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PHO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PHO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:51 UTC.