Invesco S&P Global Water Index ETF
171 hedge funds and large institutions have $473M invested in Invesco S&P Global Water Index ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.
367% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 9
73% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 33
21% more funds holding
Funds holding: 141 → 171 (+30)
16% more capital invested
Capital invested by funds: $407M → $473M (+$66.9M)
1.32% more ownership
Funds ownership: 36.08% → 37.4% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.56M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$2.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.67M |
| 4 |
MP
McDonald Partners
Cleveland,
Ohio
|
+$1.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.06M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$2.81M |
| 3 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$1.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Franklin Resources
San Mateo,
California
| – | -$9K | -167 | Closed |
|
|
JPLA
177
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$8K | -147 | Closed |
|
|
BC
178
Bartlett & Co
Cincinnati,
Ohio
| – | -$2K | -42 | Closed |
|
|
BCWM
179
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$2.35K | -42 | Closed |
|
CGW Hedge Fund Activity: Q4 2021 in Review
171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2021, worth a combined $473M — up 16% from $407M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CGW positions and 9 closed out — a net gain of 33 holders — while 57 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.56M. The largest seller was Jane Street, cutting an estimated $8.06M.
- 171 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2021, up from 141 in Q3 2021.
- Funds reported $473M of Invesco S&P Global Water Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 42 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2021 and 9 closed out, a net change of +33 holders.
- The largest Invesco S&P Global Water Index ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.56M added.
- The largest Invesco S&P Global Water Index ETF seller in Q4 2021 was Jane Street, an estimated $8.06M sold.
Based on aggregated 13F filings for Q4 2021.