We are live on ! Find out more
CGW icon

Invesco S&P Global Water Index ETF

163 hedge funds and large institutions have $360M invested in Invesco S&P Global Water Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $304M → $360M (+$56M)

12% more funds holding

Funds holding: 145163 (+18)

4.31% more ownership

Funds ownership: 33.65%37.95% (+4.3%)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
163
Holders Change
+18
Holders Change %
+12.41%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
32
Increased
38
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$876K -$125K -2,710 -13%
Citadel Advisors
52
Citadel Advisors
Florida
$866K -$305K -6,611 -26%
OMC
53
Old Mission Capital
Illinois
$860K +$850K +18,444 New
KP
54
Keel Point
Alabama
$810K
Comerica Bank
55
Comerica Bank
Texas
$775K
GWM
56
Greenwich Wealth Management
Connecticut
$747K -$447K -9,700 -38%
GW
57
GW & Wade
Massachusetts
$720K -$13.1K -285 -2%
BCM
58
Brookstone Capital Management
Illinois
$695K +$663K +14,390 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$693K -$7.6K -165 -1%
IAG
60
Ipsen Advisor Group
Arkansas
$666K +$658K +14,288 New
SS
61
Simplicity Solutions
Minnesota
$638K +$24.3K +528 +4%
EWA
62
Exencial Wealth Advisors
Oklahoma
$637K +$6.54K +142 +1%
WFS
63
Widmann Financial Services
Maryland
$586K +$23.3K +506 +4%
DT
64
Diversified Trust
Tennessee
$490K +$484K +10,500 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$449K -$323K -7,000 -42%
PAS
66
Park Avenue Securities
New York
$445K +$52.8K +1,145 +14%
AWS
67
Atria Wealth Solutions
New York
$437K +$32.6K +708 +8%
Stifel Financial
68
Stifel Financial
Missouri
$434K +$48K +1,041 +13%
SPC
69
Sigma Planning Corp
Michigan
$427K -$10.1K -220 -2%
TF
70
TIAA FSB
Florida
$420K -$12.4K -270 -3%
Creative Planning
71
Creative Planning
Kansas
$417K +$14K +304 +4%
FA
72
Forefront Analytics
Pennsylvania
$416K +$553 +12 +0.1%
Truist Financial
73
Truist Financial
North Carolina
$411K +$5.71K +124 +1%
BRWA
74
B. Riley Wealth Advisors
Florida
$410K -$2.4K -52 -0.6%
CG
75
Colony Group
Massachusetts
$383K +$379K +8,215 New

CGW Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2022, worth a combined $360M — up 18% from $304M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGW positions and 12 closed out — a net gain of 20 holders — while 38 added to existing stakes and 48 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $25.4M. The largest seller was 1832 Asset Management, cutting an estimated $1.64M.

  • 163 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $360M of Invesco S&P Global Water Index ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 32 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2022 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2022 was Conservest Capital Advisors, an estimated $25.4M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2022 was 1832 Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2022.