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Invesco S&P Global Water Index ETF

50 hedge funds and large institutions have $89.9M invested in Invesco S&P Global Water Index ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% less capital invested

Capital invested by funds: $90.8M → $89.9M (-$826K)

1.41% less ownership

Funds ownership: 27.06%25.65% (-1.4%)

7% less funds holding

Funds holding: 5450 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
26
Kistler-Tiffany Companies
Pennsylvania
$116K -$12.6K -450 -10%
JIC
27
Joel Isaacson & Co
New York
$113K
NHFG
28
New Harbor Financial Group
Massachusetts
$108K +$5.03K +180 +5%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$96K +$5.48K +196 +6%
US Bancorp
30
US Bancorp
Minnesota
$95K -$9.79K -350 -9%
WTC
31
WhitTier Trust Company
Nevada
$83K
MFS
32
MSI Financial Services
Massachusetts
$69K +$17.2K +615 +34%
SF
33
Synovus Financial
Georgia
$66K
WT
34
Whittier Trust
California
$65K
RWA
35
Ropes Wealth Advisors
Massachusetts
$64K +$63.6K +2,275 New
PSUF
36
People's United Financial
Connecticut
$61K +$24.3K +868 +67%
Creative Planning
37
Creative Planning
Kansas
$52K +$46.1K +1,649 +825%
Citigroup
38
Citigroup
New York
$44K
NFG
39
Next Financial Group
Texas
$38K
ASN
40
Advisory Services Network
Georgia
$38K +$783 +28 +2%
FPFS
41
First Personal Financial Services
North Carolina
$26K +$9.81K +351 +65%
NC
42
NewSquare Capital
Pennsylvania
$25K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$23K +$23.2K +830 New
CYG
44
Clean Yield Group
Vermont
$11K +$11.2K +400 New
SIG
45
Stanford Investment Group
California
$8K
IWMPD
46
Integrated Wealth Management (Palm Desert)
California
$8K +$8.11K +290 New
HDIM
47
Hanson & Doremus Investment Management
Vermont
$5K
LIA
48
LS Investment Advisors
Michigan
$2K
BC
49
Bartlett & Co
Ohio
$1K
VC
50
Vicus Capital
Pennsylvania
-$7.44M -265,162 Closed

CGW Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2015, worth a combined $89.9M — down 0.91% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CGW and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $5.95M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.44M sold.

  • 50 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2015, down from 54 in Q4 2014.
  • Funds reported $89.9M of Invesco S&P Global Water Index ETF stock for Q1 2015, down 0.91% quarter-over-quarter.
  • 6 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2015 and 9 closed out, a net change of -3 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2015 was Morgan Stanley, an estimated $5.95M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2015 was Vicus Capital, an estimated $7.44M sold.

Based on aggregated 13F filings for Q1 2015.