We are live on ! Find out more
CGW icon

Invesco S&P Global Water Index ETF

192 hedge funds and large institutions have $386M invested in Invesco S&P Global Water Index ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $366M → $386M (+$20.6M)

2% more funds holding

Funds holding: 188192 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.7% less ownership

Funds ownership: 38.51%37.81% (-0.7%)

32% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 57

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
39
Reduced
57
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$500K +$271K +4,636 +131%
MMA
77
Miracle Mile Advisors
California
$459K
KP
78
Keel Point
Alabama
$458K -$304K -5,184 -41%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$452K
GEA
80
Glen Eagle Advisors
New Jersey
$444K -$16.1K -275 -4%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$439K +$164K +2,807 +64%
FP
82
Financial Perspectives
Minnesota
$438K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$436K +$24.1K +411 +6%
Creative Planning
84
Creative Planning
Kansas
$430K +$30.5K +521 +8%
Corient Private Wealth
85
Corient Private Wealth
Florida
$426K -$1.17K -20 -0.3%
TA
86
TPG Advisors
Illinois
$412K -$7.9K -135 -2%
KCFA
87
Key Client Fiduciary Advisors
New Jersey
$412K
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$405K
TW
89
Transform Wealth
Colorado
$401K
CRWM
90
Castle Rock Wealth Management
California
$379K
AAS
91
Ameritas Advisory Services
Nebraska
$374K -$379K -6,468 -51%
MIC
92
Meridian Investment Counsel
California
$361K -$58.5K -1,000 -14%
FA
93
Fiduciary Alliance
South Carolina
$354K -$272K -4,649 -45%
CA
94
Clearstead Advisors
Ohio
$344K
TPI
95
Trust Point Inc
Wisconsin
$343K
NFG
96
Nations Financial Group
Iowa
$342K
NA
97
NewEdge Advisors
Louisiana
$334K
WTA
98
Washington Trust Advisors
Massachusetts
$333K
PA
99
Parallel Advisors
California
$329K +$87.8K +1,500 +39%
Citadel Advisors
100
Citadel Advisors
Florida
$323K -$852K -14,560 -73%

CGW Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q3 2024, worth a combined $386M — up 5.6% from $366M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CGW positions and 10 closed out — a net gain of 4 holders — while 39 added to existing stakes and 57 trimmed.

The largest buyer was Jane Street, adding an estimated $5.85M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $10.7M sold.

  • 192 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $386M of Invesco S&P Global Water Index ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 14 funds opened new Invesco S&P Global Water Index ETF positions in Q3 2024 and 10 closed out, a net change of +4 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q3 2024 was Jane Street, an estimated $5.85M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2024.