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Invesco S&P Global Water Index ETF

193 hedge funds and large institutions have $354M invested in Invesco S&P Global Water Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 38.58%40.03% (+1.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more capital invested

Capital invested by funds: $342M → $354M (+$11.6M)

0% more funds holding

Funds holding: 193193 (0)

19% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 53

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
193
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
43
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.06M +$14.3K +260 +1%
AIC
52
Allodium Investment Consultants
Minnesota
$997K +$2.81K +51 +0.3%
CMMS
53
Comprehensive Money Management Services
Florida
$950K -$30.4K -550 -3%
MWM
54
Meridian Wealth Management
Kentucky
$920K +$122K +2,215 +15%
Comerica Bank
55
Comerica Bank
Texas
$864K -$15K -272 -2%
PWA
56
Phoenix Wealth Advisors
North Carolina
$858K +$8.88K +161 +1%
WFS
57
Widmann Financial Services
Maryland
$847K +$7.28K +132 +0.9%
Mariner
58
Mariner
Kansas
$829K +$97.8K +1,773 +14%
Cerity Partners
59
Cerity Partners
New York
$799K +$30.4K +550 +4%
SWP
60
Stratos Wealth Partners
Ohio
$702K -$4.3K -78 -0.6%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$624K +$48.3K +875 +8%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$606K -$49.7K -901 -8%
BRIA
63
Balanced Rock Investment Advisors
Massachusetts
$587K -$1.82K -33 -0.3%
DT
64
Diversified Trust
Tennessee
$585K
KAS
65
Kestra Advisory Services
Texas
$577K -$57.9K -1,050 -9%
LFG
66
Larson Financial Group
Missouri
$568K -$28.6K -518 -5%
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$512K +$11K +200 +2%
KPWS
68
Kestra Private Wealth Services
Texas
$511K +$15.3K +278 +3%
PWM
69
Perigon Wealth Management
California
$511K -$15.3K -278 -3%
EWA
70
Exencial Wealth Advisors
Oklahoma
$505K -$12K -217 -2%
MC
71
Middleton & Co
Massachusetts
$468K
Stifel Financial
72
Stifel Financial
Missouri
$467K -$11.9K -215 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$466K +$83.8K +1,518 +22%
Citadel Advisors
74
Citadel Advisors
Florida
$459K +$455K +8,239 New
MFG
75
Mosaic Financial Group
Illinois
$437K -$206K -3,728 -32%

CGW Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2025, worth a combined $354M — up 3.4% from $342M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGW positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.8M. The largest seller was Essential Planning, exiting entirely with an estimated $3.43M sold.

  • 193 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $354M of Invesco S&P Global Water Index ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 17 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $8.8M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2025 was Essential Planning, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2025.