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Invesco S&P Global Water Index ETF
CGW

171 hedge funds and large institutions have $473M invested in Invesco S&P Global Water Index ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

21% more funds holding

Funds holding: 141 → 171 (+30)

16% more capital invested

Capital invested by funds: $407M → $473M (+$66.9M)

1.32% more ownership

Funds ownership: 36.08% → 37.4% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
171
Holders Change
+30
Holders Change %
+21.28%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.56M
2
BCM
BlueCrest Capital Management
Jersey
+$2.94M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.67M
4
MP
McDonald Partners
Ohio
+$1.91M
5
LPL Financial
LPL Financial
California
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.06M
2
FA
Forefront Analytics
Pennsylvania
-$2.81M
3
EWA
Exencial Wealth Advisors
Oklahoma
-$1.97M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.96M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.34M +$1.14M +19,255 +660%
KWM
52
Kingsview Wealth Management
Oregon
$1.27M +$1.23M +20,898 New
FANJ
53
Financial Architects (New Jersey)
New Jersey
$1.23M +$94.6K +1,605 +9%
CFD
54
Creative Financial Designs
Indiana
$1.21M +$559K +9,481 +90%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M +$37.4K +635 +3%
Creative Planning
56
Creative Planning
Kansas
$1.13M +$186K +3,157 +20%
FWM
57
Frontier Wealth Management
Missouri
$1.05M – – –
CG
58
Colony Group
Massachusetts
$1.03M +$1M +17,031 New
Comerica Bank
59
Comerica Bank
Texas
$1.01M -$94.7K -1,607 -8%
Renaissance Technologies
60
Renaissance Technologies
New York
$929K +$320K +5,429 +55%
CWP
61
Concord Wealth Partners
Virginia
$799K +$295K +5,007 +61%
KOC
62
Koss-Olinger Consulting
Florida
$756K +$107K +1,813 +17%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$690K +$148K +2,506 +28%
WTA
64
Washington Trust Advisors
Massachusetts
$689K +$670K +11,357 New
WFS
65
Widmann Financial Services
Maryland
$647K +$630K +10,681 New
EWA
66
Exencial Wealth Advisors
Oklahoma
$640K -$1.97M -33,398 -76%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$624K +$7.96K +135 +1%
IFG
68
Independent Financial Group
California
$617K +$600K +10,177 New
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$589K +$561K +9,509 +5,594%
PAS
70
Park Avenue Securities
New York
$567K +$551K +9,345 New
KAS
71
Kestra Advisory Services
Texas
$564K +$68K +1,154 +14%
CFCI
72
Comprehensive Financial Consultants Institutional
Indiana
$555K +$628K +10,646 New
WS
73
Wedbush Securities
California
$524K +$6.72K +114 +1%
SPC
74
Sigma Planning Corp
Michigan
$514K +$158K +2,682 +46%
CRWM
75
Castle Rock Wealth Management
California
$513K -$35.4K -600 -6%
1 2
3
4 5

CGW Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2021, worth a combined $473M — up 16% from $407M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGW positions and 9 closed out — a net gain of 33 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.56M. The largest seller was Jane Street, cutting an estimated $8.06M.

  • 171 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $473M of Invesco S&P Global Water Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 42 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2021 and 9 closed out, a net change of +33 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.56M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2021 was Jane Street, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2021.