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Invesco S&P Global Water Index ETF

52 hedge funds and large institutions have $93.8M invested in Invesco S&P Global Water Index ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5052 (+2)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $89.9M → $93.8M (+$3.88M)

0.07% less ownership

Funds ownership: 25.65%25.58% (-0.07%)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$32.3M -$318K -10,862 -1%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$2.5M -85,259 -10%
Bank of America
3
Bank of America
North Carolina
$6.71M +$2.42M +82,712 +54%
Wells Fargo
4
Wells Fargo
California
$5.59M +$1.98M +67,543 +53%
FT
5
Fiduciary Trust
Massachusetts
$5.06M +$271K +9,251 +6%
UBS Group
6
UBS Group
Switzerland
$4.51M -$239K -8,161 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.2M +$161K +5,482 +4%
JGUA
8
John G. Ullman & Associates
New York
$2.5M +$993K +33,900 +63%
RJA
9
Raymond James & Associates
Florida
$2.17M +$2.22M +75,887 New
LPL Financial
10
LPL Financial
California
$1.57M +$259K +8,830 +19%
AAMU
11
Amundi Asset Management US
Massachusetts
$1.2M +$207K +7,058 +20%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$869K -$225K -7,677 -20%
Ameriprise
13
Ameriprise
Minnesota
$722K +$275K +9,375 +59%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$667K -$19K -650 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$661K -$1.17M -39,804 -63%
IFA
16
Interactive Financial Advisors
Illinois
$421K -$142K -4,852 -25%
NCMW
17
Northern Capital Management (Wisconsin)
Wisconsin
$377K +$10.2K +350 +3%
CG
18
Colony Group
Massachusetts
$326K -$11.7K -400 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$323K -$4.57K -156 -1%
GAM
20
Gould Asset Management
California
$242K +$6K +205 +2%
MIC
21
Meridian Investment Counsel
California
$214K
LWCFA
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K
Citigroup
23
Citigroup
New York
$158K +$116K +3,965 +252%
AP
24
Advisors Preferred
Maryland
$140K +$144K +4,915 New
AIG
25
American International Group
New York
$140K

CGW Hedge Fund Activity: Q2 2015 in Review

52 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2015, worth a combined $93.8M — up 4.3% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CGW positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was Morgan Stanley, cutting an estimated $2.5M.

  • 52 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2015, up from 50 in Q1 2015.
  • Funds reported $93.8M of Invesco S&P Global Water Index ETF stock for Q2 2015, up 4.3% quarter-over-quarter.
  • 6 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2015 was Bank of America, an estimated $2.42M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2015 was Morgan Stanley, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2015.