Invesco S&P Global Water Index ETF
187 hedge funds and large institutions have $389M invested in Invesco S&P Global Water Index ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 13 closing their positions.
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less funds holding
Funds holding: 188 → 187 (-1)
4.56% less ownership
Funds ownership: 44.13% → 39.57% (-4.6%)
7% less capital invested
Capital invested by funds: $417M → $389M (-$27.5M)
35% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$19.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.1M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$3.6M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$2.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$62M |
| 2 |
Jane Street
New York
|
-$5.02M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$3.05M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$2.81M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.68M |
CGW Hedge Fund Activity: Q1 2024 in Review
187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2024, worth a combined $389M — down 6.6% from $417M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CGW positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 60 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $19.1M. The largest seller was Morgan Stanley, cutting an estimated $62M.
- 187 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2024, down from 188 in Q4 2023.
- Funds reported $389M of Invesco S&P Global Water Index ETF stock for Q1 2024, down 6.6% quarter-over-quarter.
- 17 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2024 and 13 closed out, a net change of +4 holders.
- The largest Invesco S&P Global Water Index ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $19.1M added.
- The largest Invesco S&P Global Water Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $62M sold.
Based on aggregated 13F filings for Q1 2024.