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Invesco S&P Global Water Index ETF
CGW

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: 193 → 193 (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: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.8M
2
FTUS
Flow Traders U.S.
New York
+$4.39M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.1M
4
UBS Group
UBS Group
Switzerland
+$1.88M
5
Jane Street
Jane Street
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$3.43M
2
Morgan Stanley
Morgan Stanley
New York
-$3.4M
3
CCM
Cullen Capital Management
New York
-$3.34M
4
FFN
Focus Financial Network
Minnesota
-$2.42M
5
FAIM
Financial Advocates Investment Management
Washington
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
176
Asset Dedication LLC
California
$9.91K – – –
SN
177
Sittner & Nelson
Oregon
$9.47K – – –
PBK
178
Peoples Bank (Kansas)
Kansas
$9.46K – – –
HIA
179
Harbor Investment Advisory
Maryland
$8.35K – – –
SMA
180
Sage Mountain Advisors
Georgia
$8.19K – – –
CAM
181
Costello Asset Management
Pennsylvania
$7.38K +$7.28K +132 New
AC
182
AlphaCore Capital
California
$5.57K – – –
BAM
183
Byrne Asset Management
New Jersey
$5.57K – – –
PK
184
Pflug Koory
Nebraska
$5.57K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$3.68K – – –
OP
186
ORG Partners
Indiana
$3.33K – – –
WWM
187
Wolff Wiese Magana
California
$2.17K -$2.98K -54 -58%
TCM
188
Tradewinds Capital Management
Washington
$2.03K – – –
KFI
189
Key Financial Inc
Pennsylvania
$1.67K – – –
VWA
190
VSM Wealth Advisory
Maryland
$1.39K +$1.38K +25 New
MFG
191
Mendota Financial Group
Wisconsin
$1.11K – – –
WIM
192
Westside Investment Management
California
$1.11K – – –
HNB
193
Huntington National Bank
Ohio
$34 – – –
HHGA
194
Halbert Hargrove Global Advisors
California
$31 – – –
CCM
195
Cullen Capital Management
New York
– -$3.34M -61,694 Closed
EP
196
Essential Planning
New Hampshire
– -$3.43M -58,500 Closed
FFN
197
Focus Financial Network
Minnesota
– -$2.42M -44,599 Closed
FAIM
198
Financial Advocates Investment Management
Washington
– -$1.52M -28,016 Closed
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
– -$1.05M -19,433 Closed
PAS
200
Park Avenue Securities
New York
– -$1.04M -19,277 Closed
5 6 7
8
9

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.