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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$34.2K +$33.9K +615 New
HDIM
152
Hanson & Doremus Investment Management
Vermont
$30K
ANBT
153
American National Bank & Trust
Texas
$29.6K +$29.3K +531 New
CWA
154
Carolina Wealth Advisors
South Carolina
$28.3K +$1.82K +33 +7%
RMC
155
Resources Management Corp
Connecticut
$28K
LB
156
Legacy Bridge
Iowa
$27.8K
LFA
157
LGT Financial Advisors
Texas
$27.8K
TCOV
158
Trust Company of Vermont
Vermont
$23.7K
MHR
159
Matthew Hamilton Rosenberg
$22.9K
WT
160
Whittier Trust
California
$22.6K
SWIM
161
Smallwood Wealth Investment Management
New Jersey
$22.4K +$22.2K +402 New
CWM
162
Crowley Wealth Management
Delaware
$22.3K
GT
163
Glenmede Trust
Pennsylvania
$19K
CA
164
CoreCap Advisors
Michigan
$18.9K
CAM
165
Chesapeake Asset Management
New York
$16.4K
FDW
166
Fourth Dimension Wealth
Ohio
$16K
GSWM
167
Golden State Wealth Management
California
$15.7K
FGA
168
Fortis Group Advisors
New Jersey
$13.6K
MEG
169
Millstone Evans Group
Colorado
$13.4K
MFA
170
McClarren Financial Advisors
Pennsylvania
$13K +$3.04K +55 New
AF
171
Allworth Financial
California
$12.7K
DPW
172
DiNuzzo Private Wealth
Pennsylvania
$11.2K
MSFP
173
Mark Sheptoff Financial Planning
Connecticut
$11.1K
DFA
174
DHJJ Financial Advisors
Illinois
$10.6K
FFA
175
Founders Financial Alliance
North Carolina
$10.2K

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.