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Invesco S&P Global Water Index ETF

193 hedge funds and large institutions have $342M invested in Invesco S&P Global Water Index ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0.77% more ownership

Funds ownership: 37.81%38.58% (+0.77%)

1% more funds holding

Funds holding: 192193 (+1)

11% less capital invested

Capital invested by funds: $386M → $342M (-$43.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
60
Reduced
49
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
151
Mather Group
Illinois
$48K +$23.4K +400 +82%
FFA
152
Farther Finance Advisors
California
$44.2K -$117 -2 -0.2%
GWM
153
Geneos Wealth Management
Colorado
$44.1K
CFO
154
CVA Family Office
Colorado
$43.4K
CIA
155
Cape Investment Advisory
Georgia
$37.5K -$33K -563 -45%
HDIM
156
Hanson & Doremus Investment Management
Vermont
$29K
LFA
157
LGT Financial Advisors
Texas
$27.1K
LB
158
Legacy Bridge
Iowa
$27.1K +$29.3K +500 New
RMC
159
Resources Management Corp
Connecticut
$27K -$29.3K -500 -50%
CWA
160
Carolina Wealth Advisors
South Carolina
$25.7K -$645 -11 -2%
TCOV
161
Trust Company of Vermont
Vermont
$23K -$4.22K -72 -14%
MHR
162
Matthew Hamilton Rosenberg
$22.3K +$24.1K +411 New
WT
163
Whittier Trust
California
$22K +$12.3K +210 +107%
CWM
164
Crowley Wealth Management
Delaware
$21.7K +$23.4K +400 New
GT
165
Glenmede Trust
Pennsylvania
$18.5K +$12.8K +218 +177%
CA
166
CoreCap Advisors
Michigan
$18.4K
CAM
167
Chesapeake Asset Management
New York
$16K
FDW
168
Fourth Dimension Wealth
Ohio
$15.6K +$16.9K +288 New
GSWM
169
Golden State Wealth Management
California
$15.3K +$16.5K +282 New
FGA
170
Fortis Group Advisors
New Jersey
$13.2K
MEG
171
Millstone Evans Group
Colorado
$13.1K +$14.1K +241 New
AF
172
Allworth Financial
California
$12K +$9.79K +167 +315%
DPW
173
DiNuzzo Private Wealth
Pennsylvania
$10.9K
MSFP
174
Mark Sheptoff Financial Planning
Connecticut
$10.8K
DFA
175
DHJJ Financial Advisors
Illinois
$10.4K

CGW Hedge Fund Activity: Q4 2024 in Review

193 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2024, worth a combined $342M — down 11% from $386M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGW positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $3.62M. The largest seller was Jane Street, cutting an estimated $7.69M.

  • 193 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $342M of Invesco S&P Global Water Index ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2024 and 20 closed out, a net change of +5 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q4 2024 was Cullen Capital Management, an estimated $3.62M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q4 2024 was Jane Street, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2024.