CGW icon

Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

94 hedge funds and large institutions have $225M invested in Invesco S&P Global Water Index ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
27
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.6M
3
WAM
3
Weatherly Asset Management
California
$15.4M
4
LPL Financial
4
LPL Financial
California
$13.4M
5
UBS Group
5
UBS Group
Switzerland
$11.1M

Top Sellers

1
QI
1
QS Investors
New York
$9K
2
CIA
2
Choate Investment Advisors
Massachusetts
$42.8M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$4.9M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$761K 21,421 +3,258 +18%
NCMW
27
Northern Capital Management (Wisconsin)
Wisconsin
$701K 19,730 +425 +2%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$639K 17,989 +750 +4%
PSUF
29
People's United Financial
Connecticut
$543K 15,278 +700 +5%
UR
30
USCA RIA
Texas
$494K 13,898 +1,528 +12%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$461K 12,985 +1,154 +10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$442K 12,455 +1,170 +10%
CA
33
Cetera Advisors
Colorado
$435K 12,249 +3,660 +43%
PA
34
Parallel Advisors
California
$426K 12,000 – –
LWCFA
35
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$382K 10,744 – –
AG
36
Advisor Group
Arizona
$354K 9,944 +580 +6%
GWM
37
Greenwich Wealth Management
Connecticut
$300K 8,430 – –
Citigroup
38
Citigroup
New York
$295K 8,305 -100 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$290K 8,172 -769 -9%
MIC
40
Meridian Investment Counsel
California
$263K 7,400 – –
RJA
41
Raymond James & Associates
Florida
$250K 7,021 +592 +9%
GAM
42
Gould Asset Management
California
$242K 6,805 -200 -3%
Brown Advisory
43
Brown Advisory
Maryland
$233K 6,561 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$232K 6,538 +481 +8%
MML Investors Services
45
MML Investors Services
Massachusetts
$206K 5,794 +5,794 New
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$201K 5,649 -434 -7%
GEA
47
Glen Eagle Advisors
New Jersey
$190K 5,350 -1,000 -16%
WTC
48
WhitTier Trust Company
Nevada
$114K 3,200 – –
LJHT
49
Laurie J. Hall Trustee
$110K 3,095 +3,095 New
SWP
50
Stratos Wealth Partners
Ohio
$107K 3,004 +3,004 New
1
2
3 4 5