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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

202 hedge funds and large institutions have $396M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 11 closing their positions.

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
33
Reduced
63
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.4M
2
EE
2
EWG Elevate
California
$3.8M
3
GC
3
Grimes & Company
Massachusetts
$3.75M
4
LPL Financial
4
LPL Financial
California
$8.11M
5
Raymond James Financial
5
Raymond James Financial
Florida
$7.81M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$1.14M
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$302K
3
1NWS
3
1 North Wealth Services
Maryland
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CMMS
51
Comprehensive Money Management Services
Florida
$1.04M 16,673 -380 -2%
AIC
52
Allodium Investment Consultants
Minnesota
$994K 15,900 -2,011 -11%
PWA
53
Phoenix Wealth Advisors
North Carolina
$950K 15,201 -199 -1%
Mariner
54
Mariner
Kansas
$857K 13,713 -1,168 -8%
Comerica Bank
55
Comerica Bank
Texas
$845K 13,521 -1,990 -13%
SWP
56
Stratos Wealth Partners
Ohio
$794K 12,705 +94 +0.7%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$695K 11,028 +139 +1%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$676K 10,813 -398 -4%
BRIA
59
Balanced Rock Investment Advisors
Massachusetts
$670K 10,719 +180 +2%
DT
60
Diversified Trust
Tennessee
$656K 10,500 – –
KAS
61
Kestra Advisory Services
Texas
$654K 10,470 +105 +1%
PWM
62
Perigon Wealth Management
California
$567K 9,066 -104 -1%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
$563K 9,012 -188 -2%
KPWS
64
Kestra Private Wealth Services
Texas
$560K 8,959 -212 -2%
LFG
65
Larson Financial Group
Missouri
$549K 8,777 -1,425 -14%
Citadel Advisors
66
Citadel Advisors
Florida
$529K 8,471 +232 +3%
MC
67
Middleton & Co
Massachusetts
$526K 8,418 +18 +0.2%
Stifel Financial
68
Stifel Financial
Missouri
$514K 8,223 -160 -2%
MFG
69
Mosaic Financial Group
Illinois
$491K 7,855 – –
Creative Planning
70
Creative Planning
Kansas
$477K 7,631 +3 +0%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$473K 7,561 +264 +4%
MMA
72
Miracle Mile Advisors
California
$469K 7,500 – –
KP
73
Keel Point
Alabama
$468K 7,486 – –
EWA
74
Exencial Wealth Advisors
Oklahoma
$460K 7,355 -1,720 -19%
TA
75
TPG Advisors
Illinois
$455K 7,274 +110 +2%
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3
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