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Invesco S&P Global Water Index ETF

162 hedge funds and large institutions have $412M invested in Invesco S&P Global Water Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

0.18% more ownership

Funds ownership: 37.4%37.58% (+0.18%)

5% less funds holding

Funds holding: 171162 (-9)

13% less capital invested

Capital invested by funds: $473M → $412M (-$61.1M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
21
Increased
66
Reduced
29
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.5M +$2.24M +42,167 +3%
CCA
2
Conservest Capital Advisors
Pennsylvania
$28.5M +$951K +17,896 +3%
UBS Group
3
UBS Group
Switzerland
$26.1M -$968K -18,208 -4%
WAM
4
Weatherly Asset Management
California
$26M +$694K +13,065 +3%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$20.6M +$21.2M +398,233 +37,927%
Bank of America
6
Bank of America
North Carolina
$15.9M -$477K -8,978 -3%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$15.4M +$515K +9,696 +3%
PA
8
Prism Advisors
California
$14.1M +$487K +9,166 +4%
PL
9
Polianta Ltd
Jersey
$11.3M
Wells Fargo
10
Wells Fargo
California
$8.81M +$224K +4,213 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.27M +$1.53M +28,743 +22%
Ameriprise
12
Ameriprise
Minnesota
$7.9M -$798K -15,020 -9%
LPL Financial
13
LPL Financial
California
$7.46M +$52.6K +989 +0.7%
Jane Street
14
Jane Street
New York
$7.3M +$5.88M +110,685 +388%
CCM
15
Colorado Capital Management
Colorado
$6.13M +$18.5K +349 +0.3%
Principal Financial Group
16
Principal Financial Group
Iowa
$5.8M +$2.28M +42,954 +63%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.68M +$667K +12,555 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.67M +$591K +11,123 +11%
CAN
19
Cetera Advisor Networks
California
$5.55M +$712K +13,397 +14%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.27M +$620K +11,663 +16%
BFG
21
Baron Financial Group
New Jersey
$5.08M +$95.1K +1,790 +2%
FT
22
Fiduciary Trust
Massachusetts
$4.94M -$29.6K -557 -0.6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.97M +$2.77M +52,155 +222%
CA
24
Cetera Advisors
Colorado
$3.74M +$819K +15,410 +28%
SPIA
25
Steward Partners Investment Advisory
New York
$3.55M -$449K -8,441 -11%

CGW Hedge Fund Activity: Q1 2022 in Review

162 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2022, worth a combined $412M — down 13% from $473M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CGW and 21 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 66 added.

The largest buyer was 1832 Asset Management, adding an estimated $21.2M. The largest seller was Forefront Analytics, cutting an estimated $16.2M.

  • 162 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2022, down from 171 in Q4 2021.
  • Funds reported $412M of Invesco S&P Global Water Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 21 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2022 and 26 closed out, a net change of -5 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $21.2M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2022 was Forefront Analytics, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2022.