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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

172 hedge funds and large institutions have $356M invested in Invesco S&P Global Water Index ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
42
Reduced
47
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
+$429K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$10.9M
2
Jane Street
Jane Street
New York
$12.5M
3
SS
Simplicity Solutions
Minnesota
$3.24M
4
OMC
Old Mission Capital
Illinois
$2.86M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$959K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$52.4K
2
Morgan Stanley
Morgan Stanley
New York
$64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$535K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$11.3M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$383K -$56.1K -1,125 -13%
GEA
77
Glen Eagle Advisors
New Jersey
$381K – – –
MMA
78
Miracle Mile Advisors
California
$374K – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$372K +$372K +7,466 New
MIC
80
Meridian Investment Counsel
California
$361K -$7.73K -155 -2%
FP
81
Financial Perspectives
Minnesota
$355K +$14.8K +297 +4%
Corient Private Wealth
82
Corient Private Wealth
Florida
$348K +$1.75K +35 +0.5%
AAS
83
Avantax Advisory Services
Texas
$345K +$9.42K +189 +3%
CRWM
84
Castle Rock Wealth Management
California
$335K – – –
NFG
85
Nations Financial Group
Iowa
$308K – – –
WTA
86
Washington Trust Advisors
Massachusetts
$296K +$296K +5,936 New
KAS
87
Kestra Advisory Services
Texas
$291K -$90.4K -1,813 -24%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$291K +$64.9K +1,287 +29%
EP
89
Eudaimonia Partners
Tennessee
$286K – – –
GAM
90
Gould Asset Management
California
$272K – – –
NSG
91
Nalls Sherbakoff Group
Tennessee
$264K +$264K +5,348 New
NCM
92
NCM Capital Management
New Jersey
$242K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$234K +$8.53K +171 +4%
BPA
94
Beacon Pointe Advisors
California
$233K +$233K +4,676 New
TCA
95
Transcend Capital Advisors
New Jersey
$229K – – –
PAG
96
Private Advisor Group
New Jersey
$227K +$227K +4,552 New
PA
97
Parkside Advisors
California
$220K -$38.8K -778 -15%
SC
98
Scotia Capital
Ontario, Canada
$220K +$220K +4,411 New
RA
99
RFG Advisory
Alabama
$217K – – –
OC
100
Oppenheimer & Co
New York
$214K – – –
2 3
4
5 6