We are live on ! Find out more
CGW icon

Invesco S&P Global Water Index ETF

171 hedge funds and large institutions have $473M invested in Invesco S&P Global Water Index ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

21% more funds holding

Funds holding: 141171 (+30)

16% more capital invested

Capital invested by funds: $407M → $473M (+$66.9M)

1.32% more ownership

Funds ownership: 36.08%37.4% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
171
Holders Change
+30
Holders Change %
+21.28%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
42
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$509K +$92.3K +1,566 +23%
MMA
77
Miracle Mile Advisors
California
$467K +$11.6K +197 +3%
PWP
78
Personal Wealth Partners
Minnesota
$456K -$58K -984 -12%
CAMV
79
Concord Asset Management (Virginia)
Virginia
$456K +$443K +7,513 New
MC
80
Middleton & Co
Massachusetts
$455K
KP
81
Keel Point
Alabama
$454K -$829K -14,055 -65%
BRWA
82
B. Riley Wealth Advisors
Florida
$451K +$5.37K +91 +1%
MIC
83
Meridian Investment Counsel
California
$449K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$439K +$177 +3 +0%
GEA
85
Glen Eagle Advisors
New Jersey
$438K +$17.7K +300 +4%
KPW
86
Kore Private Wealth
New York
$421K
SWM
87
Stockman Wealth Management
Montana
$400K +$389K +6,597 New
NFG
88
Nations Financial Group
Iowa
$373K +$1K +17 +0.3%
WWM
89
Western Wealth Management
Colorado
$367K +$356K +6,047 New
HI
90
Harbour Investments
Wisconsin
$353K -$106K -1,797 -24%
PAG
91
Private Advisor Group
New Jersey
$352K +$10.8K +184 +3%
MML Investors Services
92
MML Investors Services
Massachusetts
$343K +$9.37K +159 +3%
FP
93
Financial Perspectives
Minnesota
$341K -$1.71K -29 -0.5%
GW
94
GW & Wade
Massachusetts
$338K +$329K +5,574 New
GAM
95
Gould Asset Management
California
$327K -$18.6K -315 -6%
NCM
96
NCM Capital Management
New Jersey
$315K +$306K +5,191 New
CIBC World Market
97
CIBC World Market
Ontario, Canada
$294K
TCA
98
Transcend Capital Advisors
New Jersey
$292K +$4.72K +80 +2%
NFG
99
Next Financial Group
Texas
$284K -$95.2K -1,615 -26%
AWE
100
Avidian Wealth Enterprises
Texas
$277K +$269K +4,562 New

CGW Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2021, worth a combined $473M — up 16% from $407M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGW positions and 9 closed out — a net gain of 33 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.56M. The largest seller was Jane Street, cutting an estimated $8.06M.

  • 171 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $473M of Invesco S&P Global Water Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 42 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2021 and 9 closed out, a net change of +33 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.56M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2021 was Jane Street, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2021.