Invesco Water Resources ETF

Shareclass
Invesco Water Resources ETF (PHO)
Type
Exchange-traded fund
Manager
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Invesco Water Resources ETF

FUND COVERAGE
# of holdings27
% of assets97%
Score
49 / 100
Rank

37.1 percentile

Group: Sector Equity

Rank: #545 out of 865

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Xylem Inc
         % of fund invested: 4.34%
         $USD invested: $92.8M
  • 2. IDEX Corp
         % of fund invested: 4.25%
         $USD invested: $90.77M
  • 3. Ecolab Inc
         % of fund invested: 7.54%
         $USD invested: $161.2M
  • 4. American Water Works Co Inc
         % of fund invested: 5.88%
         $USD invested: $125.67M
  • 5. Waters Corp
         % of fund invested: 9.44%
         $USD invested: $201.76M
  • 6. Stantec Inc
         % of fund invested: 0.78%
         $USD invested: $16.74M
  • 7. Badger Meter Inc
         % of fund invested: 2.76%
         $USD invested: $58.93M
  • 8. California Water Service Group
         % of fund invested: 0.58%
         $USD invested: $12.37M
  • 9. Veralto Corp
         % of fund invested: 3.79%
         $USD invested: $80.93M
  • 10. Essential Utilities Inc
         % of fund invested: 2.9%
         $USD invested: $62.08M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mueller Industries Inc
         % of fund invested: 4.5%
         $USD invested: $96.11M
  • 2. Advanced Drainage Systems Inc
         % of fund invested: 3.79%
         $USD invested: $81.1M
  • 3. Core & Main Inc Class A
         % of fund invested: 3.28%
         $USD invested: $70.22M
  • 4. A.O. Smith Corp
         % of fund invested: 3.77%
         $USD invested: $80.62M
  • 5. Hawkins Inc
         % of fund invested: 0.97%
         $USD invested: $20.75M
  • 6. Itron Inc
         % of fund invested: 2.47%
         $USD invested: $52.76M
  • 7. Franklin Electric Co Inc
         % of fund invested: 0.96%
         $USD invested: $20.56M
  • 8. Zurn Elkay Water Solutions Corp
         % of fund invested: 1.55%
         $USD invested: $33.08M
  • 9. Mueller Water Products Inc Class A shares
         % of fund invested: 1.22%
         $USD invested: $26.09M
  • 10. Watts Water Technologies Inc Class A
         % of fund invested: 2.04%
         $USD invested: $43.57M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Invesco Water Resources ETF

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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