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Invesco S&P Global Water Index ETF

208 hedge funds and large institutions have $402M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $354M → $402M (+$48M)

8% more funds holding

Funds holding: 193208 (+15)

0.66% more ownership

Funds ownership: 40.03%40.69% (+0.66%)

45% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 64

Holders
208
Holders Change
+15
Holders Change %
+7.77%
% 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
29
Increased
35
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
51
Widmann Financial Services
Maryland
$1.06M +$98.3K +1,668 +11%
CMMS
52
Comprehensive Money Management Services
Florida
$1.04M -$22.4K -380 -2%
AIC
53
Allodium Investment Consultants
Minnesota
$994K -$119K -2,011 -11%
PWA
54
Phoenix Wealth Advisors
North Carolina
$950K -$11.7K -199 -1%
Mariner
55
Mariner
Kansas
$857K -$68.8K -1,168 -8%
Comerica Bank
56
Comerica Bank
Texas
$845K -$117K -1,990 -13%
SWP
57
Stratos Wealth Partners
Ohio
$794K +$5.54K +94 +0.7%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$695K +$8.19K +139 +1%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$676K -$23.5K -398 -4%
BRIA
60
Balanced Rock Investment Advisors
Massachusetts
$670K +$10.6K +180 +2%
DT
61
Diversified Trust
Tennessee
$656K
KAS
62
Kestra Advisory Services
Texas
$654K +$6.19K +105 +1%
PWM
63
Perigon Wealth Management
California
$567K -$6.13K -104 -1%
TIAA Trust, National Association
64
TIAA Trust, National Association
North Carolina
$563K -$11.1K -188 -2%
KPWS
65
Kestra Private Wealth Services
Texas
$560K -$12.5K -212 -2%
LFG
66
Larson Financial Group
Missouri
$549K -$84K -1,425 -14%
Citadel Advisors
67
Citadel Advisors
Florida
$529K +$13.7K +232 +3%
MC
68
Middleton & Co
Massachusetts
$526K +$1.06K +18 +0.2%
Stifel Financial
69
Stifel Financial
Missouri
$514K -$9.43K -160 -2%
MFG
70
Mosaic Financial Group
Illinois
$491K
Creative Planning
71
Creative Planning
Kansas
$477K +$177 +3 +0%
JP Morgan Chase
72
JP Morgan Chase
New York
$473K +$15.6K +264 +4%
MMA
73
Miracle Mile Advisors
California
$469K
KP
74
Keel Point
Alabama
$468K
EWA
75
Exencial Wealth Advisors
Oklahoma
$460K -$101K -1,720 -19%

CGW Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2025, worth a combined $402M — up 14% from $354M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGW positions and 12 closed out — a net gain of 17 holders — while 35 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $6.25M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.03M.

  • 208 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $402M of Invesco S&P Global Water Index ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 29 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2025 and 12 closed out, a net change of +17 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2025 was Bank of America, an estimated $6.25M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.