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Invesco S&P Global Water Index ETF

174 hedge funds and large institutions have $362M invested in Invesco S&P Global Water Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $356M → $362M (+$6.45M)

1% more funds holding

Funds holding: 173174 (+1)

0.67% less ownership

Funds ownership: 37.13%36.46% (-0.67%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
40
Reduced
47
Closed
15
Calls
$308K
Puts
Net Calls
+$308K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.8M -$2.12M -42,238 -3%
CCA
2
Conservest Capital Advisors
Pennsylvania
$29.1M +$217K +4,334 +0.8%
WAM
3
Weatherly Asset Management
California
$25M +$443K +8,852 +2%
UBS Group
4
UBS Group
Switzerland
$22.9M -$302K -6,028 -1%
Bank of America
5
Bank of America
North Carolina
$15.2M -$114K -2,277 -0.8%
PA
6
Prism Advisors
California
$12.7M -$144K -2,880 -1%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$11.6M -$57.1K -1,141 -0.5%
PL
8
Polianta Ltd
Jersey
$11.1M
MD
9
Money Design
Japan
$10.8M -$472K -9,426 -4%
Ameriprise
10
Ameriprise
Minnesota
$10.6M -$641K -12,798 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.3M +$31.7K +633 +0.4%
CAN
12
Cetera Advisor Networks
California
$7.63M +$90.1K +1,800 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.78M +$88.6K +1,769 +2%
LPL Financial
14
LPL Financial
California
$5.65M +$502K +10,022 +10%
CCM
15
Colorado Capital Management
Colorado
$5.17M -$352K -7,020 -7%
Wells Fargo
16
Wells Fargo
California
$5.05M +$69.7K +1,392 +1%
BFG
17
Baron Financial Group
New Jersey
$5.03M +$77.6K +1,550 +2%
FT
18
Fiduciary Trust
Massachusetts
$4.35M -$99.3K -1,983 -2%
CA
19
Cetera Advisors
Colorado
$4.18M -$58.5K -1,169 -1%
AA
20
Addison Advisors
Vermont
$3.78M +$232K +4,632 +7%
SPIA
21
Steward Partners Investment Advisory
New York
$3.54M +$136K +2,713 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.46M -$337K -6,735 -9%
BFG
23
Bleakley Financial Group
New Jersey
$3.27M -$60.4K -1,206 -2%
SS
24
Simplicity Solutions
Minnesota
$3.27M -$60.4K -1,206 -2%
Jane Street
25
Jane Street
New York
$3.13M -$9.52M -190,073 -76%

CGW Hedge Fund Activity: Q2 2023 in Review

174 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2023, worth a combined $362M — up 1.8% from $356M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGW positions and 15 closed out — a net gain of 2 holders — while 40 added to existing stakes and 47 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $2.72M. The largest seller was Jane Street, cutting an estimated $9.52M.

  • 174 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2023, up from 173 in Q1 2023.
  • Funds reported $362M of Invesco S&P Global Water Index ETF stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 17 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2023 and 15 closed out, a net change of +2 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2023 was BlueCrest Capital Management, an estimated $2.72M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2023 was Jane Street, an estimated $9.52M sold.

Based on aggregated 13F filings for Q2 2023.