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Invesco S&P Global Water Index ETF

63 hedge funds and large institutions have $94.4M invested in Invesco S&P Global Water Index ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

21% more funds holding

Funds holding: 5263 (+11)

1.9% more ownership

Funds ownership: 25.58%27.48% (+1.9%)

1% more capital invested

Capital invested by funds: $93.8M → $94.4M (+$524K)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$28.8M -$1.07M -39,119 -3%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M -$1.48M -54,041 -7%
Bank of America
3
Bank of America
North Carolina
$9.6M +$3.52M +128,629 +55%
Wells Fargo
4
Wells Fargo
California
$4.76M -$427K -15,584 -8%
FT
5
Fiduciary Trust
Massachusetts
$4.7M +$26.4K +963 +0.5%
UBS Group
6
UBS Group
Switzerland
$4.08M -$95.1K -3,473 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.07M +$195K +7,123 +5%
JGUA
8
John G. Ullman & Associates
New York
$2.73M +$437K +15,950 +18%
Citadel Advisors
9
Citadel Advisors
Florida
$2.05M +$2.13M +77,677 New
RJA
10
Raymond James & Associates
Florida
$1.98M -$22.2K -810 -1%
Jane Street
11
Jane Street
New York
$1.82M +$1.89M +68,904 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.57M +$799K +29,178 +96%
LPL Financial
13
LPL Financial
California
$1.27M -$265K -9,660 -17%
AAMU
14
Amundi Asset Management US
Massachusetts
$1.1M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.07M +$480K +17,520 +76%
Ameriprise
16
Ameriprise
Minnesota
$703K +$36.8K +1,343 +5%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$526K -$93.1K -3,400 -15%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$522K +$542K +19,771 New
M&T Bank
19
M&T Bank
New York
$453K +$470K +17,159 New
Goldman Sachs
20
Goldman Sachs
New York
$437K +$453K +16,546 New
NCMW
21
Northern Capital Management (Wisconsin)
Wisconsin
$349K +$1.1K +40 +0.3%
IFA
22
Interactive Financial Advisors
Illinois
$308K -$83K -3,029 -21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$300K +$1.86K +68 +0.6%
PSUF
24
People's United Financial
Connecticut
$281K +$227K +8,284 +350%
HighTower Advisors
25
HighTower Advisors
Illinois
$233K +$243K +8,862 New

CGW Hedge Fund Activity: Q3 2015 in Review

63 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q3 2015, worth a combined $94.4M — up 0.56% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGW positions and 4 closed out — a net gain of 11 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $3.52M. The largest seller was Morgan Stanley, cutting an estimated $1.48M.

  • 63 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q3 2015, up from 52 in Q2 2015.
  • Funds reported $94.4M of Invesco S&P Global Water Index ETF stock for Q3 2015, up 0.56% quarter-over-quarter.
  • 15 funds opened new Invesco S&P Global Water Index ETF positions in Q3 2015 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q3 2015 was Bank of America, an estimated $3.52M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q3 2015 was Morgan Stanley, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2015.