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Should You Invest in the Invesco Water Resources ETF (PHO)?
Looking for broad exposure to the Industrials - Water segment of the equity market? You should consider the Invesco Water Resources ETF (PHO), a passively managed exchange traded fund launched on December 6, 2005.
PHO: Still Not The Best Pick For Water Industry Exposure
The Invesco Water Resources ETF has underperformed both the S&P 500 and several competing water ETFs since late 2024. PHO's portfolio is light on water exposure, with top holdings like Waters, Roper, and Ecolab being only modestly linked to the theme. PHO could outperform if the AI CAPEX boom fades and other industries like software and life sciences rebound, given its portfolio tilt.
Is Invesco Water Resources ETF (PHO) a Strong ETF Right Now?
The Invesco Water Resources ETF (PHO) was launched on 12/06/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Industrials ETFs category of the market.
Invesco Water Resources ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Point72 Asset Management LP Point72 Asset Management LP | 4,297 | $300,490.74 | $285,750.5 | -$14,740.24 | -4.9% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 2,968 | $207.49 | $197,372 | $197,164.51 | 95,021.65% |
| JB Jane Bortnem Cherry Tree Wealth Management, LLC | 1,002 | $56,503 | $66,633 | $10,130 | 17.93% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 2,526 | $172,467.82 | $167,979 | -$4,488.82 | -2.6% |
| KFL KKM Financial LLC KKM Financial LLC | 3,406 | $216,406.65 | $226,499 | $10,092.35 | 4.66% |
Invesco Water Resources ETF (PHO) FAQ
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Invesco Water Resources ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund focuses on investing primarily in securities that are part of an underlying index, which aims to track the performance of companies engaged in the conservation and purification of water for a variety of uses, including residential, business, and industrial applications. By allocating at least 90% of its total assets towards securities in the index, the fund maintains a targeted approach towards investment in this sector. The index compiles various types of equities, including common stocks, ordinary shares, American depositary receipts (ADRs), shares of beneficial interest, and tracking stocks, providing a broad perspective on the water conservation and purification industry. Despite its specialized focus, the fund is classified as non-diversified, meaning it might invest more heavily in a smaller number of positions, potentially increasing its risk compared to diversified funds.
Products and Services
The fund offers investment opportunities in companies involved in the following areas of water conservation and purification:
- Water Conservation Technologies: Investments in companies developing innovative technologies that help reduce water consumption in homes, businesses, and industries. These technologies aim to optimize water use, ensuring sustainability and efficiency in water resources management.
- Water Purification Systems: Focuses on companies that create systems and solutions for purifying water to make it suitable for various uses, including drinking, industrial processes, and irrigation. These systems range from simple filtration units to advanced purification technologies designed to meet stringent quality standards.
- Infrastructure Development: The fund includes securities from companies engaged in the development and maintenance of infrastructure crucial for water conservation and purification, such as pipelines, water treatment facilities, and wastewater management systems. Investing in this area supports the essential services that ensure safe and efficient water supply and disposal.
