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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

173 hedge funds and large institutions have $362M invested in Invesco S&P Global Water Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
40
Reduced
47
Closed
15
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
-$121K

Top Buyers

1
BCM
BlueCrest Capital Management
Jersey
$2.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.92M
3
Northern Trust
Northern Trust
Illinois
$992K
4
PWM
Perigon Wealth Management
California
$602K
5
Citadel Advisors
Citadel Advisors
Florida
$560K

Top Sellers

1
Jane Street
Jane Street
New York
$3.13M
2
AAS
Ameritas Advisory Services
Nebraska
$0
3
OMC
Old Mission Capital
Illinois
$0
4
EW
Evoke Wealth
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$421K – – –
Truist Financial
77
Truist Financial
North Carolina
$415K +$19.6K +381 +5%
KPWS
78
Kestra Private Wealth Services
Texas
$410K +$10.3K +200 +3%
GEA
79
Glen Eagle Advisors
New Jersey
$403K +$10.3K +200 +3%
MMA
80
Miracle Mile Advisors
California
$386K – – –
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$385K -$18.6K -362 -5%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$380K +$380K +7,399 New
MIC
83
Meridian Investment Counsel
California
$372K – – –
FP
84
Financial Perspectives
Minnesota
$366K – – –
Corient Private Wealth
85
Corient Private Wealth
Florida
$358K -$1.03K -20 -0.3%
BRWA
86
B. Riley Wealth Advisors
Florida
$354K -$58.4K -1,136 -14%
AAS
87
Avantax Advisory Services
Texas
$350K -$6.48K -126 -2%
CRWM
88
Castle Rock Wealth Management
California
$322K -$15.2K -300 -5%
PWA
89
Phoenix Wealth Advisors
North Carolina
$321K +$321K +6,250 New
NFG
90
Nations Financial Group
Iowa
$312K -$5.14K -100 -2%
WTA
91
Washington Trust Advisors
Massachusetts
$305K – – –
KAS
92
Kestra Advisory Services
Texas
$301K – – –
EP
93
Eudaimonia Partners
Tennessee
$295K – – –
GAM
94
Gould Asset Management
California
$280K – – –
BPA
95
Beacon Pointe Advisors
California
$272K +$31.5K +612 +13%
EWA
96
EP Wealth Advisors
California
$262K +$262K +7,352 New
CWM
97
Certus Wealth Management
California
$260K +$260K +5,060 New
NSG
98
Nalls Sherbakoff Group
Tennessee
$259K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$253K +$11.9K +231 +5%
NCM
100
NCM Capital Management
New Jersey
$245K -$5.14K -100 -2%
2 3
4
5 6