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Invesco S&P Global Water Index ETF

63 hedge funds and large institutions have $101M invested in Invesco S&P Global Water Index ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $94.4M → $101M (+$6.92M)

1.41% more ownership

Funds ownership: 27.48%28.89% (+1.4%)

0% more funds holding

Funds holding: 6363 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
18
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$164K -$4.01K -143 -2%
Citigroup
28
Citigroup
New York
$150K
AIG
29
American International Group
New York
$133K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$124K +$17.3K +615 +16%
WEC
31
Winslow Evans & Crocker
Massachusetts
$116K -$10.1K -360 -8%
JIC
32
Joel Isaacson & Co
New York
$109K
MFS
33
MSI Financial Services
Massachusetts
$102K +$29.6K +1,055 +39%
AFP
34
Ausdal Financial Partners
Iowa
$97K +$99.8K +3,558 New
Creative Planning
35
Creative Planning
Kansas
$95K
US Bancorp
36
US Bancorp
Minnesota
$92K
WTC
37
WhitTier Trust Company
Nevada
$80K
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$77K -$4.77K -170 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$70K -$93.6K -3,337 -56%
RWA
40
Ropes Wealth Advisors
Massachusetts
$62K
WT
41
Whittier Trust
California
$62K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$61K +$21K +750 +49%
SF
43
Synovus Financial
Georgia
$52K
ACM
44
Argentus Capital Management
Texas
$40K
FPFS
45
First Personal Financial Services
North Carolina
$38K
NFG
46
Next Financial Group
Texas
$36K
ASN
47
Advisory Services Network
Georgia
$36K +$617 +22 +2%
PG
48
Patten Group
Tennessee
$31.4K -$11.2K -400 -26%
NC
49
NewSquare Capital
Pennsylvania
$24K
LWA
50
Lenox Wealth Advisors
New York
$20K

CGW Hedge Fund Activity: Q4 2015 in Review

63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2015, worth a combined $101M — up 7.3% from $94.4M a quarter earlier.

Fund positioning in CGW was balanced in Q4 2015: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Weatherly Asset Management, opening a new position worth an estimated $3.31M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.05M sold.

  • 63 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $101M of Invesco S&P Global Water Index ETF stock for Q4 2015, up 7.3% quarter-over-quarter.
  • 8 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2015 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2015 was Weatherly Asset Management, an estimated $3.31M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2015 was Citadel Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2015.