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Invesco S&P Global Water Index ETF

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: 193193 (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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$127K -$5.52K -100 -4%
NP
127
NorthRock Partners
Minnesota
$120K +$119K +2,155 New
NSIM
128
North Star Investment Management
Illinois
$115K
CA
129
Clearstead Advisors
Ohio
$107K -$204K -3,700 -66%
FFA
130
Farther Finance Advisors
California
$101K +$54.7K +991 +122%
TIM
131
Tortoise Investment Management
New York
$100K
AT
132
Avalon Trust
New Mexico
$92.3K +$91.5K +1,658 New
GWM
133
Geneos Wealth Management
Colorado
$90.7K +$44.9K +814 +100%
IA
134
IFP Advisors
Florida
$89.1K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$83.5K
UCB
136
United Community Bank
South Carolina
$82.1K
BWM
137
Bernard Wealth Management
Michigan
$81K
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$73.7K +$14.2K +257 +24%
SIC
139
Salem Investment Counselors
North Carolina
$73.6K
VCM
140
Versant Capital Management
Arizona
$70.5K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.6K -$3.59K -65 -6%
LAMC
142
Longview Asset Management (California)
California
$59.6K
AWM
143
AE Wealth Management
Kansas
$58.5K +$5.52K +100 +11%
VWM
144
Vermillion Wealth Management
Minnesota
$56.2K
AF
145
Advisornet Financial
Minnesota
$55.7K
CAM
146
Creekmur Asset Management
Illinois
$55.7K
DF
147
Dunhill Financial
United Kingdom
$53.6K -$44.1K -800 -45%
NECFA
148
New England Capital Financial Advisors
Connecticut
$53.3K
MG
149
Mather Group
Illinois
$49.3K
CIA
150
Cape Investment Advisory
Georgia
$38.5K

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.