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Invesco S&P Global Water Index ETF
CGW

208 hedge funds and large institutions have $402M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $354M → $402M (+$48M)

8% more funds holding

Funds holding: 193 → 208 (+15)

0.66% more ownership

Funds ownership: 40.03% → 40.69% (+0.66%)

45% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 64

Holders
208
Holders Change
+15
Holders Change %
+7.77%
% 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
29
Increased
35
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.25M
2
EE
EWG Elevate
California
+$3.58M
3
GC
Grimes & Company
Massachusetts
+$3.54M
4
LPL Financial
LPL Financial
California
+$2.09M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$2.03M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$1.76M
3
1NWS
1 North Wealth Services
Maryland
-$1.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.55M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
TPG Advisors
Illinois
$455K +$6.48K +110 +2%
SFA
77
Sequoia Financial Advisors
Ohio
$444K +$419K +7,106 New
BWG
78
Beta Wealth Group
California
$440K +$415K +7,039 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$436K +$411K +6,981 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$435K – – –
FP
81
Financial Perspectives
Minnesota
$434K -$18.4K -313 -4%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$434K +$3.24K +55 +0.8%
KCFA
83
Key Client Fiduciary Advisors
New Jersey
$413K -$7.31K -124 -2%
GEA
84
Glen Eagle Advisors
New Jersey
$410K – – –
SC
85
Scotia Capital
Ontario, Canada
$406K – – –
PA
86
Parallel Advisors
California
$395K +$29.5K +500 +9%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$375K -$139K -2,358 -28%
MIC
88
Meridian Investment Counsel
California
$369K – – –
NFG
89
Nations Financial Group
Iowa
$351K – – –
CWMK
90
Caliber Wealth Management (Kansas)
Kansas
$346K – – –
CRWM
91
Castle Rock Wealth Management
California
$346K – – –
NSG
92
Nalls Sherbakoff Group
Tennessee
$341K – – –
WTA
93
Washington Trust Advisors
Massachusetts
$328K – – –
CWP
94
Concord Wealth Partners
Virginia
$326K -$8.84K -150 -3%
CAMV
95
Concord Asset Management (Virginia)
Virginia
$326K +$307K +5,208 New
RCP
96
Rothschild Capital Partners
New York
$321K – – –
CA
97
Clearstead Advisors
Ohio
$320K +$189K +3,200 +166%
LWA
98
Lantern Wealth Advisors
New York
$319K +$301K +5,100 New
QCM
99
Quantinno Capital Management
New York
$313K – – –
GAM
100
Gould Asset Management
California
$307K -$11.2K -190 -4%
2 3
4
5 6

CGW Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2025, worth a combined $402M — up 14% from $354M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGW positions and 12 closed out — a net gain of 17 holders — while 35 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $6.25M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.03M.

  • 208 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $402M of Invesco S&P Global Water Index ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 29 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2025 and 12 closed out, a net change of +17 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2025 was Bank of America, an estimated $6.25M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.