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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
+$6.63M
2
EE
EWG Elevate
California
+$3.8M
3
GC
Grimes & Company
Massachusetts
+$3.75M
4
LPL Financial
LPL Financial
California
+$2.22M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.91M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$2.16M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$1.86M
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
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$298K +$31.6K +504 +12%
PAS
102
Park Avenue Securities
New York
$296K +$296K +4,729 New
SPC
103
Sigma Planning Corp
Michigan
$294K -$2.19K -35 -0.7%
NCM
104
NCM Capital Management
New Jersey
$285K -$6.25K -100 -2%
CFCI
105
Comprehensive Financial Consultants Institutional
Indiana
$281K – – –
PA
106
Parkside Advisors
California
$276K – – –
PI
107
PFG Investments
New York
$269K +$269K +4,298 New
TCA
108
Transcend Capital Advisors
New Jersey
$267K +$1.25K +20 +0.5%
WA
109
Wealthstream Advisors
New York
$265K – – –
PS
110
Principal Securities
Iowa
$263K +$71.9K +1,150 +38%
JIC
111
Johnson Investment Counsel
Ohio
$257K – – –
JIC
112
Joel Isaacson & Co
New York
$250K – – –
RA
113
RFG Advisory
Alabama
$248K +$248K +3,970 New
JWCA
114
J.W. Cole Advisors
Florida
$245K +$245K +3,924 New
GDP
115
Great Diamond Partners
Maine
$235K -$6.94K -111 -3%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$229K -$157K -2,518 -41%
EWA
117
EP Wealth Advisors
California
$227K – – –
CL
118
Choreo LLC
Illinois
$219K +$219K +3,509 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$218K -$60.3K -970 -22%
AW
120
Alaethes Wealth
Nevada
$218K +$218K +3,494 New
BPA
121
Beacon Pointe Advisors
California
$216K +$216K +3,460 New
PSF
122
Pacific Sun Financial
California
$207K +$207K +3,305 New
Truist Financial
123
Truist Financial
North Carolina
$204K +$204K +3,271 New
AWM
124
Accurate Wealth Management
Florida
$204K +$204K +3,260 New
MWM
125
MGB Wealth Management
Texas
$203K – – –
3 4
5
6 7