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Invesco S&P Global Water Index ETF
CGW

193 hedge funds and large institutions have $354M invested in Invesco S&P Global Water Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 38.58% → 40.03% (+1.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more capital invested

Capital invested by funds: $342M → $354M (+$11.6M)

0% more funds holding

Funds holding: 193 → 193 (0)

19% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 53

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
193
Holders Change
–
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
43
Reduced
53
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.8M
2
FTUS
Flow Traders U.S.
New York
+$4.39M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.1M
4
UBS Group
UBS Group
Switzerland
+$1.88M
5
Jane Street
Jane Street
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$3.43M
2
Morgan Stanley
Morgan Stanley
New York
-$3.4M
3
CCM
Cullen Capital Management
New York
-$3.34M
4
FFN
Focus Financial Network
Minnesota
-$2.42M
5
FAIM
Financial Advocates Investment Management
Washington
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$425K -$1.77K -32 -0.4%
MMA
77
Miracle Mile Advisors
California
$418K – – –
KP
78
Keel Point
Alabama
$417K – – –
JP Morgan Chase
79
JP Morgan Chase
New York
$406K -$828 -15 -0.2%
FP
80
Financial Perspectives
Minnesota
$404K – – –
TA
81
TPG Advisors
Illinois
$399K +$16K +290 +4%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$387K -$27.2K -492 -7%
KCFA
83
Key Client Fiduciary Advisors
New Jersey
$375K – – –
GEA
84
Glen Eagle Advisors
New Jersey
$365K -$22.1K -400 -6%
SC
85
Scotia Capital
Ontario, Canada
$361K – – –
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$354K +$12.4K +225 +3%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$345K – – –
MIC
88
Meridian Investment Counsel
California
$329K – – –
PA
89
Parallel Advisors
California
$324K – – –
NFG
90
Nations Financial Group
Iowa
$313K – – –
TPI
91
Trust Point Inc
Wisconsin
$313K – – –
CRWM
92
Castle Rock Wealth Management
California
$309K – – –
CWMK
93
Caliber Wealth Management (Kansas)
Kansas
$308K +$306K +5,536 New
NSG
94
Nalls Sherbakoff Group
Tennessee
$303K +$301K +5,448 New
CWP
95
Concord Wealth Partners
Virginia
$298K -$58K -1,051 -16%
WTA
96
Washington Trust Advisors
Massachusetts
$292K -$9.99K -181 -3%
RCP
97
Rothschild Capital Partners
New York
$286K – – –
GAM
98
Gould Asset Management
California
$284K – – –
QCM
99
Quantinno Capital Management
New York
$278K +$276K +5,000 New
LI
100
LRI Investments
Florida
$269K +$267K +4,835 New
2 3
4
5 6

CGW Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2025, worth a combined $354M — up 3.4% from $342M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGW positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.8M. The largest seller was Essential Planning, exiting entirely with an estimated $3.43M sold.

  • 193 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $354M of Invesco S&P Global Water Index ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 17 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $8.8M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2025 was Essential Planning, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2025.