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Invesco S&P Global Water Index ETF

108 hedge funds and large institutions have $203M invested in Invesco S&P Global Water Index ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

2% less capital invested

Capital invested by funds: $207M → $203M (-$3.66M)

4% less funds holding

Funds holding: 112108 (-4)

4.65% less ownership

Funds ownership: 36.49%31.84% (-4.6%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
25
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.5M +$1.35M +37,820 +3%
UBS Group
2
UBS Group
Switzerland
$18M +$687K +19,201 +4%
CCA
3
Conservest Capital Advisors
Pennsylvania
$17.7M +$20.9K +584 +0.1%
WAM
4
Weatherly Asset Management
California
$16.6M +$295K +8,255 +2%
MFM
5
MD Financial Management
Ontario, Canada
$15.3M +$843K +23,561 +6%
Bank of America
6
Bank of America
North Carolina
$10.9M -$1.08M -30,236 -9%
PA
7
Prism Advisors
California
$8.82M -$17.3K -483 -0.2%
Wells Fargo
8
Wells Fargo
California
$8.57M +$855K +23,915 +12%
Jane Street
9
Jane Street
New York
$7.22M +$2.5M +69,793 +57%
Ameriprise
10
Ameriprise
Minnesota
$4.55M +$809K +22,622 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.37M +$2M +55,926 +92%
CCM
12
Colorado Capital Management
Colorado
$4.32M -$346K -9,670 -8%
FT
13
Fiduciary Trust
Massachusetts
$3.92M -$52.5K -1,468 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.97M -$10.4K -290 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.73M -$110K -3,063 -4%
US Bancorp
16
US Bancorp
Minnesota
$2.29M -$131K -3,669 -6%
CAN
17
Cetera Advisor Networks
California
$2.23M +$46.6K +1,303 +2%
FC
18
FCA Corp
Texas
$2.1M +$2.01M +56,226 New
SPIA
19
Steward Partners Investment Advisory
New York
$2.08M +$241K +6,732 +14%
Comerica Bank
20
Comerica Bank
Texas
$2.04M +$395K +11,047 +28%
LPL Financial
21
LPL Financial
California
$1.96M +$62.4K +1,745 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.88M -$355K -9,936 -16%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.88M
RJA
24
Raymond James & Associates
Florida
$1.84M +$11.4K +320 +0.7%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$1.26M -$11.6K -325 -1%

CGW Hedge Fund Activity: Q2 2020 in Review

108 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2020, worth a combined $203M — down 1.8% from $207M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CGW and 15 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $2.5M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $36.8M sold.

  • 108 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2020, down from 112 in Q1 2020.
  • Funds reported $203M of Invesco S&P Global Water Index ETF stock for Q2 2020, down 1.8% quarter-over-quarter.
  • 15 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2020 and 17 closed out, a net change of -2 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2020 was Jane Street, an estimated $2.5M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2020 was 1832 Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q2 2020.