Invesco S&P Global Water Index ETF
188 hedge funds and large institutions have $417M invested in Invesco S&P Global Water Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 12 closing their positions.
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
26% more capital invested
Capital invested by funds: $332M → $417M (+$85.2M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more funds holding
Funds holding: 169 → 188 (+19)
6.41% more ownership
Funds ownership: 37.72% → 44.13% (+6.4%)
19% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.5M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$4.64M |
| 3 |
Jane Street
New York
|
+$4.43M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$3.18M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$7.76M |
| 2 |
MD
Money Design
Tokyo,
Japan
|
-$2.49M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$2.41M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
CGW Hedge Fund Activity: Q4 2023 in Review
188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q4 2023, worth a combined $417M — up 26% from $332M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CGW positions and 12 closed out — a net gain of 21 holders — while 47 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.5M. The largest seller was National Bank of Canada, cutting an estimated $7.76M.
- 188 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q4 2023, up from 169 in Q3 2023.
- Funds reported $417M of Invesco S&P Global Water Index ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 33 funds opened new Invesco S&P Global Water Index ETF positions in Q4 2023 and 12 closed out, a net change of +21 holders.
- The largest Invesco S&P Global Water Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $44.5M added.
- The largest Invesco S&P Global Water Index ETF seller in Q4 2023 was National Bank of Canada, an estimated $7.76M sold.
Based on aggregated 13F filings for Q4 2023.