CGW icon

Invesco S&P Global Water Index ETF

137 hedge funds and large institutions have $322M invested in Invesco S&P Global Water Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
24
Increased
45
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$2.53M
BA
27
Bridge Advisory
California
$2.5M +$939K +17,506 +60%
US Bancorp
28
US Bancorp
Minnesota
$2.13M
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$1.86M +$547K +10,195 +42%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.81M +$508K +9,479 +39%
NRI
31
NFP Retirement Inc
California
$1.62M +$16.9K +315 +1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.55M -$113K -2,097 -7%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$109K +2,028 +8%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$1.42M +$440K +8,207 +45%
BCM
35
BlueCrest Capital Management
Jersey
$1.32M -$644K -11,999 -33%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.28M +$304K +5,667 +31%
GWM
37
Greenwich Wealth Management
Connecticut
$1.21M +$3.06K +57 +0.3%
LWP
38
Laurel Wealth Planning
Minnesota
$1.2M +$63.2K +1,178 +6%
KP
39
Keel Point
Alabama
$1.2M +$1.2M +22,377 New
FTUS
40
Flow Traders U.S.
New York
$1.17M +$1.17M +21,792 New
MSFP
41
Mark Sheptoff Financial Planning
Connecticut
$1.03M +$1.03M +19,225 New
FANJ
42
Financial Architects (New Jersey)
New Jersey
$1M -$26.8K -500 -3%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$975K +$328K +6,111 +51%
FWM
44
Frontier Wealth Management
Missouri
$931K
Bank Julius Baer & Co
45
Bank Julius Baer & Co
Switzerland
$896K +$54 +1 +0%
Citadel Advisors
46
Citadel Advisors
Florida
$881K -$977K -18,203 -53%
BRWA
47
B. Riley Wealth Advisors
Florida
$875K +$159K +2,967 +22%
AIC
48
Ameritas Investment Company
Nebraska
$874K +$828K +15,433 +1,803%
Creative Planning
49
Creative Planning
Kansas
$812K -$3.11K -58 -0.4%
LWP
50
Legacy Wealth Partners
California
$714K +$714K +13,316 New