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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

88 hedge funds and large institutions have $203M invested in Invesco S&P Global Water Index ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
19
Reduced
17
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.76M
2
UBS Group
UBS Group
Switzerland
+$2.34M
3
PPA
Parametric Portfolio Associates
Washington
+$2.21M
4
Bank of America
Bank of America
North Carolina
+$1.29M
5
Principal Financial Group
Principal Financial Group
Iowa
+$1.28M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$14.7M
2
FA
Forefront Analytics
Pennsylvania
-$7.6M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.28M
4
CAN
Cetera Advisor Networks
California
-$832K
5
HighTower Advisors
HighTower Advisors
Illinois
-$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
76
Private Capital Group
Connecticut
$5K -$9.1K -282 -65%
CCM
77
Cribstone Capital Management
Maine
$5K – – –
PGWM
78
Parisi Gray Wealth Management
New Jersey
$5K +$5K +145 New
PMFA
79
Plante Moran Financial Advisors
Michigan
$4K +$4K +110 New
NWM
80
Northwest Wealth Management
Iowa
$4K +$4K +132 New
LIA
81
LS Investment Advisors
Michigan
$3K – – –
LYV
82
Live Your Vision
Pennsylvania
$3K – – –
SEI Investments
83
SEI Investments
Pennsylvania
$3K +$3K +100 New
VCM
84
Versant Capital Management
Arizona
$2K – – –
BCWM
85
Bartlett & Co Wealth Management
Ohio
$1.43K +$1.43K +42 New
BC
86
Bartlett & Co
Ohio
$1K – – –
FA
87
Forefront Analytics
Pennsylvania
– -$7.6M -213,732 Closed
Fiera Capital (Canada)
88
Fiera Capital (Canada)
Quebec, Canada
– -$2.28M -64,068 Closed
CAN
89
Cetera Advisor Networks
California
– -$832K -23,367 Closed
HighTower Advisors
90
HighTower Advisors
Illinois
– -$792K -22,244 Closed
FANJ
91
Financial Architects (New Jersey)
New Jersey
– -$639K -17,989 Closed
CA
92
Cetera Advisors
Colorado
– -$435K -12,249 Closed
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
– -$290K -8,172 Closed
GAM
94
Gould Asset Management
California
– -$242K -6,805 Closed
Brown Advisory
95
Brown Advisory
Maryland
– -$233K -6,561 Closed
MML Investors Services
96
MML Investors Services
Massachusetts
– -$206K -5,794 Closed
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
– -$201K -5,649 Closed
SWP
98
Stratos Wealth Partners
Ohio
– -$107K -3,004 Closed
PG
99
Patten Group
Tennessee
– -$38K -1,056 Closed
IF
100
Ironwood Financial
Arizona
– -$25K -707 Closed
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