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Invesco S&P Global Water Index ETF
CGW

171 hedge funds and large institutions have $473M invested in Invesco S&P Global Water Index ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

21% more funds holding

Funds holding: 141 → 171 (+30)

16% more capital invested

Capital invested by funds: $407M → $473M (+$66.9M)

1.32% more ownership

Funds ownership: 36.08% → 37.4% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
171
Holders Change
+30
Holders Change %
+21.28%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.56M
2
BCM
BlueCrest Capital Management
Jersey
+$2.94M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.67M
4
MP
McDonald Partners
Ohio
+$1.91M
5
LPL Financial
LPL Financial
California
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.06M
2
FA
Forefront Analytics
Pennsylvania
-$2.81M
3
EWA
Exencial Wealth Advisors
Oklahoma
-$1.97M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.96M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$272K – – –
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$272K +$2.95K +50 +1%
SFA
103
Sequoia Financial Advisors
Ohio
$266K +$259K +4,387 New
AAS
104
Avantax Advisory Services
Texas
$259K +$251K +4,266 New
RA
105
RFG Advisory
Alabama
$249K – – –
JIC
106
Joel Isaacson & Co
New York
$243K – – –
CFS
107
CRA Financial Services
New Jersey
$242K – – –
APWA
108
Atlas Private Wealth Advisors
New Jersey
$235K +$102K +1,734 +81%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$224K +$218K +3,700 New
Truist Financial
110
Truist Financial
North Carolina
$216K +$210K +3,561 New
SWP
111
Stratos Wealth Partners
Ohio
$212K +$206K +3,499 New
Goldman Sachs
112
Goldman Sachs
New York
$206K +$200K +3,390 New
KeyBank National Association
113
KeyBank National Association
Ohio
$206K +$200K +3,400 New
SWM
114
Spire Wealth Management
Virginia
$201K -$200K -3,396 -51%
OC
115
Oppenheimer & Co
New York
$200K +$195K +3,300 New
WTC
116
WhitTier Trust Company
Nevada
$194K – – –
SWM
117
Selective Wealth Management
Virginia
$146K – – –
PA
118
Parallel Advisors
California
$145K -$3.01K -51 -2%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$127K +$13.1K +222 +12%
NSIM
120
North Star Investment Management
Illinois
$125K – – –
William Blair & Company
121
William Blair & Company
Illinois
$125K +$707 +12 +0.6%
BWA
122
BDO Wealth Advisors
Florida
$118K – – –
CA
123
Clearstead Advisors
Ohio
$117K +$113K +1,925 New
SCA
124
Sandy Cove Advisors
Massachusetts
$109K +$106K +1,800 New
AIM
125
Anchor Investment Management
South Carolina
$102K -$2.95K -50 -3%
3 4
5
6 7

CGW Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2021, worth a combined $473M — up 16% from $407M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGW positions and 9 closed out — a net gain of 33 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.56M. The largest seller was Jane Street, cutting an estimated $8.06M.

  • 171 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $473M of Invesco S&P Global Water Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 42 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2021 and 9 closed out, a net change of +33 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.56M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2021 was Jane Street, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2021.