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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

82 hedge funds and large institutions have $173M invested in Invesco S&P Global Water Index ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
23
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
1
QS Investors
New York
$41.9M
2
CIA
2
Choate Investment Advisors
Massachusetts
$45.7M
3
WAM
3
Weatherly Asset Management
California
$6.97M
4
JGUA
4
John G. Ullman & Associates
New York
$4.82M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$612K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.81M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.5M
3
OMC
3
Old Mission Capital
Illinois
$491K
4
CPC
4
Cookson Peirce & Co
Pennsylvania
$0
5
FT
5
Fiduciary Trust
Massachusetts
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$395K +$41.8K +1,468 +12%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$391K +$49.3K +1,736 +14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$369K +$45.4K +1,597 +14%
CAN
29
Cetera Advisor Networks
California
$340K +$340K +11,949 New
US Bancorp
30
US Bancorp
Minnesota
$326K +$230K +8,118 +241%
NCMW
31
Northern Capital Management (Wisconsin)
Wisconsin
$295K -$19.9K -700 -6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$256K +$14.6K +513 +6%
FAAS
33
First Allied Advisory Services
California
$252K +$252K +8,857 New
GWM
34
Greenwich Wealth Management
Connecticut
$238K – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$220K -$1.14K -40 -0.5%
MIC
36
Meridian Investment Counsel
California
$211K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$206K -$4.93K -174 -2%
GAM
38
Gould Asset Management
California
$202K +$11K +385 +6%
WEC
39
Winslow Evans & Crocker
Massachusetts
$197K +$83.2K +2,926 +73%
Citigroup
40
Citigroup
New York
$189K +$5.49K +193 +3%
AG
41
Advisor Group
Arizona
$188K +$2.85K +100 +2%
FMII
42
Farmers & Merchants Investments Inc
Nebraska
$137K +$137K +4,800 New
GEA
43
Glen Eagle Advisors
New Jersey
$115K +$115K +4,050 New
JIC
44
Joel Isaacson & Co
New York
$114K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$113K +$30.3K +1,050 +37%
WTC
46
WhitTier Trust Company
Nevada
$91K – – –
PMFA
47
Plante Moran Financial Advisors
Michigan
$85K – – –
Creative Planning
48
Creative Planning
Kansas
$74K – – –
MFS
49
MSI Financial Services
Massachusetts
$73K -$4.07K -143 -5%
PA
50
Parallel Advisors
California
$61K +$61K +2,150 New
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2
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