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Invesco S&P Global Water Index ETF

51 hedge funds and large institutions have $107M invested in Invesco S&P Global Water Index ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

11% more funds holding

Funds holding: 4651 (+5)

1.08% more ownership

Funds ownership: 29.64%30.72% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $110M → $107M (-$2.38M)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$41M +$3.29M +113,767 +8%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M -$391K -13,497 -2%
Comerica Bank
3
Comerica Bank
Texas
$9.75M -$848K -29,277 -8%
U
4
UBS
Switzerland
$6.38M +$336K +11,594 +5%
FT
5
Fiduciary Trust
Massachusetts
$4.16M +$27.7K +958 +0.6%
Bank of America
6
Bank of America
North Carolina
$4.09M +$934K +32,256 +28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.32M +$412K +14,238 +13%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.63M +$2.03M +70,270 +281%
Jane Street
9
Jane Street
New York
$2.31M +$2.43M +83,851 New
Wells Fargo
10
Wells Fargo
California
$2.29M -$145K -5,023 -6%
JGUA
11
John G. Ullman & Associates
New York
$1.61M -$132K -4,570 -7%
CPC
12
Cookson Peirce & Co
Pennsylvania
$1.45M -$8.25K -285 -0.5%
LPL Financial
13
LPL Financial
California
$1.3M -$16.8K -580 -1%
MFO
14
Marcuard Family Office
Switzerland
$1.23M
CG
15
Colony Group
Massachusetts
$1.06M +$1.11M +38,470 New
AAMU
16
Amundi Asset Management US
Massachusetts
$958K +$1.01M +34,734 New
CS
17
Comerica Securities
Michigan
$814K +$856K +29,570 New
BCM
18
Beck Capital Management
Texas
$794K -$259K -8,935 -23%
IFA
19
Interactive Financial Advisors
Illinois
$765K +$138K +4,773 +21%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$734K -$1.7M -58,633 -69%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$669K +$15.1K +521 +2%
Ameriprise
22
Ameriprise
Minnesota
$472K +$10.9K +375 +2%
BGA
23
Belmont Global Advisors
Texas
$413K
MIC
24
Meridian Investment Counsel
California
$364K +$2.9K +100 +0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$311K -$29 -1 -0%

CGW Hedge Fund Activity: Q3 2014 in Review

51 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q3 2014, worth a combined $107M — down 2.2% from $110M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CGW positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was QS Investors, adding an estimated $3.29M. The largest seller was Royal Bank of Canada, cutting an estimated $1.7M.

  • 51 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q3 2014, up from 46 in Q2 2014.
  • Funds reported $107M of Invesco S&P Global Water Index ETF stock for Q3 2014, down 2.2% quarter-over-quarter.
  • 10 funds opened new Invesco S&P Global Water Index ETF positions in Q3 2014 and 4 closed out, a net change of +6 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q3 2014 was QS Investors, an estimated $3.29M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2014.