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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
SPC
101
Sigma Planning Corp
Michigan
$264K +$17.2K +312 +7%
NCM
102
NCM Capital Management
New Jersey
$259K – – –
CFCI
103
Comprehensive Financial Consultants Institutional
Indiana
$251K -$265K -4,807 -52%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$250K -$8.61K -156 -3%
PA
105
Parkside Advisors
California
$246K – – –
CFG
106
Clayton Financial Group
Missouri
$245K – – –
AWS
107
Atria Wealth Solutions
New York
$237K -$304K -5,507 -56%
TCA
108
Transcend Capital Advisors
New Jersey
$237K – – –
WA
109
Wealthstream Advisors
New York
$236K – – –
JIC
110
Johnson Investment Counsel
Ohio
$229K +$227K +4,108 New
TW
111
Transform Wealth
Colorado
$223K -$143K -2,590 -39%
JIC
112
Joel Isaacson & Co
New York
$223K – – –
GDP
113
Great Diamond Partners
Maine
$216K +$2.26K +41 +1%
AAS
114
Ameritas Advisory Services
Nebraska
$207K -$166 -3 -0.1%
EWA
115
EP Wealth Advisors
California
$202K – – –
MWM
116
MGB Wealth Management
Texas
$181K – – –
WTC
117
WhitTier Trust Company
Nevada
$166K – – –
PS
118
Principal Securities
Iowa
$166K – – –
William Blair & Company
119
William Blair & Company
Illinois
$164K +$1.1K +20 +0.7%
GWS
120
Glassman Wealth Services
Virginia
$163K – – –
TWC
121
TD Waterhouse Canada
Ontario, Canada
$156K +$16K +290 +12%
SWM
122
Spire Wealth Management
Virginia
$156K -$24.9K -452 -14%
MCM
123
MAI Capital Management
Ohio
$151K +$33.7K +610 +29%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$138K – – –
Citigroup
125
Citigroup
New York
$130K -$15.5K -280 -11%
3 4
5
6 7

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.