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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

172 hedge funds and large institutions have $356M invested in Invesco S&P Global Water Index ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
42
Reduced
47
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
+$429K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$10.9M
2
Jane Street
Jane Street
New York
$12.5M
3
SS
Simplicity Solutions
Minnesota
$3.24M
4
OMC
Old Mission Capital
Illinois
$2.86M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$959K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$52.4K
2
Morgan Stanley
Morgan Stanley
New York
$64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$535K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$11.3M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$885K -$52.7K -1,056 -6%
GWM
52
Greenwich Wealth Management
Connecticut
$799K – – –
GW
53
GW & Wade
Massachusetts
$765K -$4.99K -100 -0.6%
TW
54
Transform Wealth
Colorado
$740K +$740K +14,848 New
BCM
55
Brookstone Capital Management
Illinois
$665K -$50.5K -1,017 -7%
WFS
56
Widmann Financial Services
Maryland
$644K +$17.2K +344 +3%
KP
57
Keel Point
Alabama
$632K -$235K -4,705 -27%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$630K -$111K -2,218 -15%
EWA
59
Exencial Wealth Advisors
Oklahoma
$623K -$58.1K -1,166 -9%
CFCI
60
Comprehensive Financial Consultants Institutional
Indiana
$572K +$572K +11,481 New
Cerity Partners
61
Cerity Partners
New York
$564K +$564K +11,331 New
Stifel Financial
62
Stifel Financial
Missouri
$537K +$72.6K +1,456 +16%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$535K -$3.35M -67,189 -86%
DT
64
Diversified Trust
Tennessee
$524K – – –
AWS
65
Atria Wealth Solutions
New York
$513K +$45.5K +912 +10%
TF
66
TIAA FSB
Florida
$449K -$249 -5 -0.1%
FA
67
Forefront Analytics
Pennsylvania
$447K +$1.6K +32 +0.4%
SPC
68
Sigma Planning Corp
Michigan
$446K -$11.3K -226 -2%
KCFA
69
Key Client Fiduciary Advisors
New Jersey
$441K +$69.8K +1,400 +19%
CG
70
Colony Group
Massachusetts
$408K -$1.3K -26 -0.3%
BRWA
71
B. Riley Wealth Advisors
Florida
$400K -$38.9K -780 -9%
MC
72
Middleton & Co
Massachusetts
$399K – – –
Creative Planning
73
Creative Planning
Kansas
$394K -$52.6K -1,054 -12%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$392K -$88.7K -1,779 -18%
KPWS
75
Kestra Private Wealth Services
Texas
$388K +$388K +7,783 New
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3
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