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Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

204 hedge funds and large institutions have $398M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
34
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$26.4M
2
EE
EWG Elevate
California
$3.8M
3
GC
Grimes & Company
Massachusetts
$3.75M
4
LPL Financial
LPL Financial
California
$8.11M
5
Raymond James Financial
Raymond James Financial
Florida
$7.81M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$1.14M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
$302K
3
1NWS
1 North Wealth Services
Maryland
$0
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Morgan Stanley
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$444K +$444K +7,106 New
BWG
77
Beta Wealth Group
California
$440K +$440K +7,039 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$436K +$436K +6,981 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$435K – – –
FP
80
Financial Perspectives
Minnesota
$434K -$19.6K -313 -4%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$434K +$3.44K +55 +0.8%
KCFA
82
Key Client Fiduciary Advisors
New Jersey
$413K -$7.75K -124 -2%
GEA
83
Glen Eagle Advisors
New Jersey
$410K – – –
SC
84
Scotia Capital
Ontario, Canada
$406K – – –
PA
85
Parallel Advisors
California
$395K +$31.3K +500 +9%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$375K -$147K -2,358 -28%
MIC
87
Meridian Investment Counsel
California
$369K – – –
NFG
88
Nations Financial Group
Iowa
$351K – – –
CWMK
89
Caliber Wealth Management (Kansas)
Kansas
$346K – – –
CRWM
90
Castle Rock Wealth Management
California
$346K – – –
WTA
91
Washington Trust Advisors
Massachusetts
$328K – – –
CWP
92
Concord Wealth Partners
Virginia
$326K -$9.38K -150 -3%
CAMV
93
Concord Asset Management (Virginia)
Virginia
$326K +$326K +5,208 New
RCP
94
Rothschild Capital Partners
New York
$321K – – –
CA
95
Clearstead Advisors
Ohio
$320K +$200K +3,200 +166%
LWA
96
Lantern Wealth Advisors
New York
$319K +$319K +5,100 New
QCM
97
Quantinno Capital Management
New York
$313K – – –
GAM
98
Gould Asset Management
California
$307K -$11.9K -190 -4%
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$302K -$1.86M -29,831 -86%
LI
100
LRI Investments
Florida
$302K – – –
2 3
4
5 6