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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
MCCA
101
Mill Creek Capital Advisors
Pennsylvania
$302K -$1.76M -29,831 -86%
LI
102
LRI Investments
Florida
$302K – – –
AWS
103
Atria Wealth Solutions
New York
$298K +$29.7K +504 +12%
PAS
104
Park Avenue Securities
New York
$296K +$279K +4,729 New
SPC
105
Sigma Planning Corp
Michigan
$294K -$2.06K -35 -0.7%
NCM
106
NCM Capital Management
New Jersey
$285K -$5.89K -100 -2%
CFCI
107
Comprehensive Financial Consultants Institutional
Indiana
$281K – – –
PA
108
Parkside Advisors
California
$276K – – –
PI
109
PFG Investments
New York
$269K +$253K +4,298 New
TCA
110
Transcend Capital Advisors
New Jersey
$267K +$1.18K +20 +0.5%
WA
111
Wealthstream Advisors
New York
$265K – – –
PS
112
Principal Securities
Iowa
$263K +$67.8K +1,150 +38%
JIC
113
Johnson Investment Counsel
Ohio
$257K – – –
JIC
114
Joel Isaacson & Co
New York
$250K – – –
RA
115
RFG Advisory
Alabama
$248K +$234K +3,970 New
JWCA
116
J.W. Cole Advisors
Florida
$245K +$231K +3,924 New
GDP
117
Great Diamond Partners
Maine
$235K -$6.54K -111 -3%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$229K -$148K -2,518 -41%
EWA
119
EP Wealth Advisors
California
$227K – – –
CL
120
Choreo LLC
Illinois
$219K +$207K +3,509 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$218K -$57.2K -970 -22%
AW
122
Alaethes Wealth
Nevada
$218K +$206K +3,494 New
BPA
123
Beacon Pointe Advisors
California
$216K +$204K +3,460 New
PSF
124
Pacific Sun Financial
California
$207K +$195K +3,305 New
Truist Financial
125
Truist Financial
North Carolina
$204K +$193K +3,271 New
3 4
5
6 7

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.