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Invesco S&P Global Water Index ETF

208 hedge funds and large institutions have $402M invested in Invesco S&P Global Water Index ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $354M → $402M (+$48M)

8% more funds holding

Funds holding: 193208 (+15)

0.66% more ownership

Funds ownership: 40.03%40.69% (+0.66%)

45% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 64

Holders
208
Holders Change
+15
Holders Change %
+7.77%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
Increased
35
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.6M -$1.3M -21,978 -2%
UBS Group
2
UBS Group
Switzerland
$32.3M +$403K +6,842 +1%
CCA
3
Conservest Capital Advisors
Pennsylvania
$31.5M -$764K -12,967 -3%
Bank of America
4
Bank of America
North Carolina
$26.4M +$6.25M +106,023 +33%
WAM
5
Weatherly Asset Management
California
$25.7M -$194K -3,300 -0.8%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$20.5M -$458K -7,775 -2%
PL
7
Polianta Ltd
Jersey
$13.5M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$10.1M +$92.1K +1,563 +1%
Wells Fargo
9
Wells Fargo
California
$9.96M +$5.54K +94 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$9.49M +$1.12M +19,089 +14%
LPL Financial
11
LPL Financial
California
$8.11M +$2.09M +35,501 +38%
Raymond James Financial
12
Raymond James Financial
Florida
$7.81M +$1.8M +30,513 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.56M -$46.9K -796 -0.8%
AA
14
Addison Advisors
Vermont
$6.27M -$57.1K -969 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.88M -$268K -4,545 -5%
BFG
16
Baron Financial Group
New Jersey
$5.55M -$135K -2,295 -3%
SPIA
17
Steward Partners Investment Advisory
New York
$5.2M +$83.1K +1,410 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.54M +$490K +8,311 +13%
FT
19
Fiduciary Trust
Massachusetts
$4.52M -$301K -5,109 -7%
BFG
20
Bleakley Financial Group
New Jersey
$4.31M -$77.4K -1,313 -2%
PA
21
Prism Advisors
California
$4.16M
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$3.98M +$7.42K +126 +0.2%
EE
23
EWG Elevate
California
$3.8M +$3.58M +60,774 New
FTUS
24
Flow Traders U.S.
New York
$3.75M -$1.14M -19,415 -24%
GC
25
Grimes & Company
Massachusetts
$3.75M +$3.54M +60,004 New

CGW Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Water Index ETF (CGW) for Q2 2025, worth a combined $402M — up 14% from $354M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGW positions and 12 closed out — a net gain of 17 holders — while 35 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $6.25M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.03M.

  • 208 institutional investors held Invesco S&P Global Water Index ETF (CGW) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $402M of Invesco S&P Global Water Index ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 29 funds opened new Invesco S&P Global Water Index ETF positions in Q2 2025 and 12 closed out, a net change of +17 holders.
  • The largest Invesco S&P Global Water Index ETF buyer in Q2 2025 was Bank of America, an estimated $6.25M added.
  • The largest Invesco S&P Global Water Index ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.