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Invesco S&P Global Water Index ETF

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: 34 (+1)

14% more capital invested

Capital invested by funds: $354M → $402M (+$48M)

8% more funds holding

Funds holding: 193208 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NL
126
NWAM LLC
Washington
$204K +$194K +3,286 New
AWM
127
Accurate Wealth Management
Florida
$204K +$192K +3,260 New
MWM
128
MGB Wealth Management
Texas
$203K
AAS
129
Avantax Advisory Services
Texas
$200K +$189K +3,205 New
WTC
130
WhitTier Trust Company
Nevada
$187K
GWS
131
Glassman Wealth Services
Virginia
$183K
William Blair & Company
132
William Blair & Company
Illinois
$182K -$2.06K -35 -1%
MCM
133
MAI Capital Management
Ohio
$170K
TWC
134
TD Waterhouse Canada
Ontario, Canada
$167K -$8.25K -140 -5%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$167K +$11.5K +195 +8%
Citigroup
136
Citigroup
New York
$132K -$13.7K -233 -10%
NSIM
137
North Star Investment Management
Illinois
$129K
AAS
138
Ameritas Advisory Services
Nebraska
$127K -$99.4K -1,686 -45%
FFA
139
Farther Finance Advisors
California
$113K
TIM
140
Tortoise Investment Management
New York
$113K
AT
141
Avalon Trust
New Mexico
$104K
IA
142
IFP Advisors
Florida
$100K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$93.8K
UCB
144
United Community Bank
South Carolina
$92.2K
BWM
145
Bernard Wealth Management
Michigan
$90.9K
CIA
146
Choate Investment Advisors
Massachusetts
$84.1K +$79.3K +1,345 New
SIC
147
Salem Investment Counselors
North Carolina
$82.6K
VCM
148
Versant Capital Management
Arizona
$79.1K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$72.6K -$9.49K -161 -12%
TPCW
150
TD Private Client Wealth
New York
$70.9K +$66.9K +1,135 New

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.