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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

204 hedge funds and large institutions have $398M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
2.74%
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
34
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$1.14M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
$302K
3
1NWS
1 North Wealth Services
Maryland
$0
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Morgan Stanley
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMMS
51
Comprehensive Money Management Services
Florida
$1.04M -$23.8K -380 -2%
AIC
52
Allodium Investment Consultants
Minnesota
$994K -$126K -2,011 -11%
PWA
53
Phoenix Wealth Advisors
North Carolina
$950K -$12.4K -199 -1%
Mariner
54
Mariner
Kansas
$857K -$73K -1,168 -8%
Comerica Bank
55
Comerica Bank
Texas
$845K -$124K -1,990 -13%
SWP
56
Stratos Wealth Partners
Ohio
$794K +$5.88K +94 +0.7%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$695K +$8.76K +139 +1%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$676K -$24.9K -398 -4%
BRIA
59
Balanced Rock Investment Advisors
Massachusetts
$670K +$11.3K +180 +2%
DT
60
Diversified Trust
Tennessee
$656K – – –
KAS
61
Kestra Advisory Services
Texas
$654K +$6.56K +105 +1%
PWM
62
Perigon Wealth Management
California
$567K -$6.5K -104 -1%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
$563K -$11.8K -188 -2%
KPWS
64
Kestra Private Wealth Services
Texas
$560K -$13.3K -212 -2%
LFG
65
Larson Financial Group
Missouri
$549K -$89.1K -1,425 -14%
Citadel Advisors
66
Citadel Advisors
Florida
$529K +$14.5K +232 +3%
MC
67
Middleton & Co
Massachusetts
$526K +$1.13K +18 +0.2%
Stifel Financial
68
Stifel Financial
Missouri
$514K -$10K -160 -2%
MFG
69
Mosaic Financial Group
Illinois
$491K – – –
Creative Planning
70
Creative Planning
Kansas
$477K +$188 +3 +0%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$473K +$16.5K +264 +4%
MMA
72
Miracle Mile Advisors
California
$469K – – –
KP
73
Keel Point
Alabama
$468K – – –
EWA
74
Exencial Wealth Advisors
Oklahoma
$460K -$108K -1,720 -19%
TA
75
TPG Advisors
Illinois
$455K +$6.88K +110 +2%
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