CGW icon

Invesco S&P Global Water Index ETF
CGW

Overview Fund Activity

125 hedge funds and large institutions have $329M invested in Invesco S&P Global Water Index ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
36
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.3M
2
FP
2
Financial Perspectives
Minnesota
$5.65M
3
Morgan Stanley
3
Morgan Stanley
New York
$60.9M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$22.2M
2
KP
2
Keel Point
Alabama
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.87M
4
Wells Fargo
4
Wells Fargo
California
$7.5M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.9M +$4.87M +99,160 +9%
UBS Group
2
UBS Group
Switzerland
$28.7M +$3.51M +71,373 +14%
CCA
3
Conservest Capital Advisors
Pennsylvania
$24.1M +$527K +10,722 +2%
WAM
4
Weatherly Asset Management
California
$22.8M +$359K +7,296 +2%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$22.2M -$29.2M -595,250 -57%
Goldman Sachs
6
Goldman Sachs
New York
$17.3M +$17.3M +351,668 New
Bank of America
7
Bank of America
North Carolina
$13.6M +$10K +204 +0.1%
MFM
8
MD Financial Management
Ontario, Canada
$13.4M +$213K +6,266 +2%
PA
9
Prism Advisors
California
$13.2M -$297K -6,038 -2%
Wells Fargo
10
Wells Fargo
California
$7.5M -$1.98M -40,323 -21%
Ameriprise
11
Ameriprise
Minnesota
$6.41M -$555K -11,247 -8%
CCM
12
Colorado Capital Management
Colorado
$5.81M +$62.4K +1,270 +1%
FP
13
Financial Perspectives
Minnesota
$5.65M +$5.53M +271,787 +4,814%
FT
14
Fiduciary Trust
Massachusetts
$4.82M -$9.83K -200 -0.2%
CAN
15
Cetera Advisor Networks
California
$4.65M +$1.06M +21,618 +30%
BFG
16
Baron Financial Group
New Jersey
$4.29M +$345K +7,020 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.04M +$163K +3,314 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.87M -$2.16M -44,022 -36%
SPIA
19
Steward Partners Investment Advisory
New York
$3.78M +$514K +10,459 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.7M +$91K +1,853 +3%
RJA
21
Raymond James & Associates
Florida
$3.23M +$210K +4,280 +7%
LPL Financial
22
LPL Financial
California
$3.21M +$26.3K +536 +0.8%
CA
23
Cetera Advisors
Colorado
$2.96M +$2.18M +44,319 +280%
FC
24
FCA Corp
Texas
$2.8M -$11K -224 -0.4%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.66M -$586K -11,922 -18%
1
2 3 4 5