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Invesco S&P Global Water Index ETF

193 hedge funds and large institutions have $354M invested in Invesco S&P Global Water Index ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 38.58%40.03% (+1.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more capital invested

Capital invested by funds: $342M → $354M (+$11.6M)

0% more funds holding

Funds holding: 193193 (0)

19% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 53

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
193
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
43
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49M -$3.4M -61,568 -7%
CCA
2
Conservest Capital Advisors
Pennsylvania
$28.8M -$295K -5,348 -1%
UBS Group
3
UBS Group
Switzerland
$28.4M +$1.88M +34,027 +7%
WAM
4
Weatherly Asset Management
California
$23.1M -$76.7K -1,389 -0.3%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$18.7M -$501K -9,082 -3%
Bank of America
6
Bank of America
North Carolina
$17.7M +$253K +4,590 +1%
PL
7
Polianta Ltd
Jersey
$12M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.88M +$8.8M +159,532 New
Wells Fargo
9
Wells Fargo
California
$8.87M +$187K +3,384 +2%
Ameriprise
10
Ameriprise
Minnesota
$7.37M -$642K -11,639 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.89M -$347K -6,291 -6%
AA
12
Addison Advisors
Vermont
$5.64M +$92.9K +1,684 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.49M -$118K -2,134 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$5.26M -$1.21M -21,936 -19%
LPL Financial
15
LPL Financial
California
$5.25M +$273K +4,949 +6%
BFG
16
Baron Financial Group
New Jersey
$5.07M -$31.8K -576 -0.6%
SPIA
17
Steward Partners Investment Advisory
New York
$4.55M +$69.8K +1,264 +2%
FTUS
18
Flow Traders U.S.
New York
$4.43M +$4.39M +79,486 New
FT
19
Fiduciary Trust
Massachusetts
$4.32M -$5.57K -101 -0.1%
BFG
20
Bleakley Financial Group
New Jersey
$3.92M +$235K +4,265 +6%
PA
21
Prism Advisors
California
$3.7M -$274K -4,974 -7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$481K +8,722 +16%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.42M +$227K +4,112 +7%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$3.37M +$126K +2,285 +4%
CCM
25
Colorado Capital Management
Colorado
$3.21M -$248K -4,486 -7%

CGW Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q1 2025, worth a combined $354M — up 3.4% from $342M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGW positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $8.8M. The largest seller was Essential Planning, exiting entirely with an estimated $3.43M sold.

  • 193 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $354M of Invesco S&P Global Water Index ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 17 funds opened new Invesco S&P Global Water Index ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
  • The largest Invesco S&P Global Water Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $8.8M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q1 2025 was Essential Planning, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2025.