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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
LAMC
151
Longview Asset Management (California)
California
$66.9K
AWM
152
AE Wealth Management
Kansas
$63.8K -$1.77K -30 -3%
VWM
153
Vermillion Wealth Management
Minnesota
$63.1K
AF
154
Advisornet Financial
Minnesota
$62.5K
CAM
155
Creekmur Asset Management
Illinois
$62.5K
LBC
156
Lowe Brockenbrough & Co
Virginia
$62.5K +$58.9K +1,000 New
NECFA
157
New England Capital Financial Advisors
Connecticut
$59.9K
MHR
158
Matthew Hamilton Rosenberg
$52.4K +$25.2K +427 +104%
CIA
159
Cape Investment Advisory
Georgia
$43.2K
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$36.7K +$34.6K +587 New
ANBT
161
American National Bank & Trust
Texas
$33.2K
HDIM
162
Hanson & Doremus Investment Management
Vermont
$33K
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K -$34.7K -588 -53%
GWM
164
Geneos Wealth Management
Colorado
$31.8K -$66K -1,120 -69%
LB
165
Legacy Bridge
Iowa
$31.3K
LFA
166
LGT Financial Advisors
Texas
$31.3K
RMC
167
Resources Management Corp
Connecticut
$31K
CWA
168
Carolina Wealth Advisors
South Carolina
$26.9K -$4.54K -77 -15%
TCOV
169
Trust Company of Vermont
Vermont
$26.6K
WT
170
Whittier Trust
California
$25.4K
SWIM
171
Smallwood Wealth Investment Management
New Jersey
$25.1K
CWM
172
Crowley Wealth Management
Delaware
$25K
AAP
173
Arax Advisory Partners
Colorado
$20.6K +$19.4K +330 New
TPWA
174
Twin Peaks Wealth Advisors
California
$20.6K +$18.8K +319 New
CA
175
CoreCap Advisors
Michigan
$18.4K -$2.65K -45 -13%

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.