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Invesco S&P Global Water Index ETF

67 hedge funds and large institutions have $104M invested in Invesco S&P Global Water Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 6367 (+4)

2% more capital invested

Capital invested by funds: $101M → $104M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 28.89%28.73% (-0.16%)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
16
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$28.4M -$2.53M -95,424 -9%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M +$345K +13,000 +2%
Bank of America
3
Bank of America
North Carolina
$10.7M -$872K -32,890 -8%
UBS Group
4
UBS Group
Switzerland
$6.04M +$749K +28,253 +15%
Wells Fargo
5
Wells Fargo
California
$5.53M +$428K +16,149 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.84M +$345K +12,991 +8%
FT
7
Fiduciary Trust
Massachusetts
$4.61M -$574K -21,650 -12%
WAM
8
Weatherly Asset Management
California
$3.83M +$480K +18,090 +15%
CCM
9
Colorado Capital Management
Colorado
$3.47M +$146K +5,492 +5%
JGUA
10
John G. Ullman & Associates
New York
$3.24M +$236K +8,900 +8%
RJA
11
Raymond James & Associates
Florida
$2.16M +$409K +15,440 +25%
LPL Financial
12
LPL Financial
California
$1.22M -$1.19M -44,789 -50%
AAMU
13
Amundi Asset Management US
Massachusetts
$924K -$236K -8,909 -21%
M&T Bank
14
M&T Bank
New York
$812K +$13.4K +506 +2%
Ameriprise
15
Ameriprise
Minnesota
$770K +$11.4K +428 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$700K -$43.9K -1,654 -6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$655K +$618K +23,303 New
Jane Street
18
Jane Street
New York
$620K +$585K +22,076 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$590K +$18.4K +693 +3%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$548K -$3.74K -141 -0.7%
PSUF
21
People's United Financial
Connecticut
$459K +$5.3K +200 +1%
Goldman Sachs
22
Goldman Sachs
New York
$400K +$378K +14,250 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$320K -$24K -905 -7%
NCMW
24
Northern Capital Management (Wisconsin)
Wisconsin
$311K -$55.7K -2,100 -16%
IFA
25
Interactive Financial Advisors
Illinois
$306K -$10K -377 -3%

CGW Hedge Fund Activity: Q1 2016 in Review

67 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2016, worth a combined $104M — up 2.3% from $101M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CGW positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $749K. The largest seller was QS Investors, cutting an estimated $2.53M.

  • 67 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2016, up from 63 in Q4 2015.
  • Funds reported $104M of Invesco S&P Global Water Index ETF stock for Q1 2016, up 2.3% quarter-over-quarter.
  • 9 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2016 and 5 closed out, a net change of +4 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2016 was UBS Group, an estimated $749K added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2016 was QS Investors, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2016.