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Invesco S&P Global Water Index ETF (CGW) Institutional Ownership

Invesco S&P Global Water Index ETF logo
$65.10 -1.33 (-2.00%)
As of 05:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P Global Water Index ETF (NYSEARCA:CGW)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$62.72M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$16.00M
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CGW Institutional Buying and Selling by Quarter

Invesco S&P Global Water Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2026Joel Isaacson & Co. LLC4,000$249K0.0%N/A0.025%
11/5/2026 Lido Advisors LLC3,545$221K0.0%N/A0.022%
11/4/2026 Allspring Global Investments Holdings LLC2,584$162K0.0%+13.6%0.016%
11/3/2026 StoneX Group Inc.6,936$433K0.0%N/A0.043%
11/3/2026 Parallel Advisors LLC6,883$429K0.0%N/A0.042%
11/3/2026 Phoenix Wealth Advisors14,421$899K0.3%N/A0.089%
11/3/2026 Ashton Thomas Private Wealth LLC767$48K0.0%N/A0.005%
11/2/2026 Kestra Advisory Services LLC9,518$593K0.0%N/A0.059%
11/2/2026 Commonwealth Equity Services LLC94,709$5.90M0.0%N/A0.585%
10/31/2026 Smallwood Wealth Investment Management LLC400$25K0.0%N/A0.002%
10/31/2026 Verity Asset Management Inc.7,888$492K0.2%N/A0.049%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC53,266$3.32M0.1%N/A0.329%
10/28/2026 Choreo LLC3,319$207K0.0%N/A0.020%
10/28/2026 North Star Investment Management Corp.2,071$129K0.0%N/A0.013%
10/28/2026 VestGen Advisors LLC6,520$406K0.0%N/A0.040%
10/27/2026 Lynx Investment Advisory30,089$1.88M0.6%N/A0.186%
10/27/2026 John Boyer Inc.524$33K0.0%N/A0.003%
10/27/2026 Balance Wealth Partners LLC618$39K0.0%N/A0.004%
10/24/2026 Sigma Planning Corp5,980$373K0.0%N/A0.037%
10/23/2026 Middleton & Co. Inc. MA8,418$525K0.1%N/A0.052%
10/23/2026 Carolina Wealth Advisors LLC395$25K0.0%N/A0.002%
10/23/2026 Lantern Wealth Advisors LLC5,100$318K0.1%N/A0.031%
10/23/2026 Washington Trust Advisors Inc.4,493$280K0.0%-4.0%0.028%
10/22/2026 Monetary Solutions Ltd1,253$78K0.1%N/A0.008%
10/16/2026 TD Waterhouse Canada Inc.3,285$203K0.0%N/A0.020%
10/16/2026 TPG Advisors LLC7,878$491K0.3%N/A0.049%
10/16/2026 Hanson & Doremus Investment Management599$37K0.0%N/A0.004%
10/15/2026 Comprehensive Financial Consultants Institutional Inc.4,317$269K0.1%N/A0.027%
10/15/2026 Mather Group LLC.979$61K0.0%N/A0.006%
10/15/2026 Meridian Investment Counsel Inc.5,650$352K0.1%-40.9%0.035%
10/14/2026 Allodium Investment Consultants LLC14,304$892K0.4%N/A0.088%
10/10/2026 Baron Financial Group LLC82,603$5.15M2.8%N/A0.510%
10/10/2026 Prism Advisors Inc.20,890$1.33M0.3%N/A0.129%
10/9/2026 Castle Rock Wealth Management LLC4,217$270K0.1%N/A0.026%
10/8/2026 Farther Finance Advisors LLC8,208$512K0.0%N/A0.051%
10/8/2026 Apella Capital LLC16,406$1.04M0.0%N/A0.101%
10/8/2026 Fig Financial Advisory Services Inc. ADV27,964$1.74M1.0%N/A0.173%
10/5/2026 Rosenberg Matthew Hamilton410$26K0.0%N/A0.003%
10/2/2026 Versant Capital Management Inc1,266$79K0.0%N/A0.008%
9/23/2026Envestnet Asset Management Inc.51,045$3.36M0.0%+2.8%0.315%
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9/9/2026 MCF Advisors LLC467$31K0.0%N/A0.003%
9/9/2026Integrated Wealth Concepts LLC3,066$202K0.0%N/A0.019%
9/9/2026NewEdge Advisors LLC2,276$150K0.0%+255.6%0.014%
9/9/2026 IFP Advisors Inc786$52K0.0%-59.1%0.005%
9/2/2026Citadel Advisors LLC19,086$1.26M0.0%-38.7%0.118%
8/23/2026Widmann Financial Services Inc.17,161$1.13M0.6%+2.5%0.106%
8/7/2026 Trust Co. of Vermont425$28K0.0%N/A0.003%
7/10/2026 Wealthcare Advisory Partners LLC40,163$2.64M0.1%+7.7%0.250%
7/9/2026 Key Client Fiduciary Advisors LLC5,746$378K0.1%-6.5%0.036%
7/9/2026 Baron Financial Group LLC82,725$5.44M2.6%-0.6%0.516%
7/8/2026 Apella Capital LLC15,336$1.00M0.0%-4.5%0.096%
5/19/2026Bank of America Corp DE480,777$30.74M0.0%+8.1%3.012%
5/18/2026Royal Bank of Canada60,023$3.84M0.0%+0.5%0.376%
5/18/2026Empowered Funds LLC41,868$2.68M0.0%N/A0.262%
5/16/2026The Manufacturers Life Insurance Company25,049$1.60M0.0%N/A0.157%
5/16/2026Glen Eagle Advisors LLC6,307$403K0.1%-3.8%0.040%
5/14/2026Hilltop Holdings Inc.17,207$1.10M0.1%N/A0.108%
5/14/2026FCA Corp TX53,005$3.39M1.0%+2.5%0.332%
5/14/2026 Lido Advisors LLC3,800$243K0.0%+19.3%0.024%
5/13/2026Cetera Investment Advisers174,565$11.16M0.0%+3.2%1.094%
5/8/2026PNC Financial Services Group Inc.741$47K0.0%+31.2%0.005%
5/6/2026Gould Asset Management LLC CA5,300$339K0.1%+5.9%0.033%
5/5/2026 LFA Lugano Financial Advisors SA4,994$319K0.2%+142.1%0.031%
5/5/2026Conservest Capital Advisors Inc.498,177$31.85M2.9%-1.8%3.121%
5/5/2026Nwam LLC4,073$260K0.0%N/A0.026%
5/4/2026Bleakley Financial Group LLC65,605$4.20M0.1%-2.7%0.411%
5/2/2026 International Assets Investment Management LLC2,507$162K0.0%+17.0%0.016%
5/1/2026Fifth Third Bancorp14,354$918K0.0%+856.9%0.090%
4/30/2026 Kestra Advisory Services LLC10,438$667K0.0%-11.0%0.058%
4/28/2026Whittier Trust Co. of Nevada Inc.2,570$166K0.0%-7.6%0.014%
4/28/2026Meramec Financial Planners LLC4,502$296K0.1%-33.4%0.028%
4/27/2026PFG Investments LLC4,382$280K0.0%+8.6%0.027%
4/27/2026Private Advisor Group LLC4,542$290K0.0%+41.0%0.028%
4/23/2026Comprehensive Money Management Services LLC15,851$1.01M0.7%-3.8%0.097%
4/20/2026 Kestra Private Wealth Services LLC9,238$591K0.0%+3.1%0.058%
4/20/2026 Apella Capital LLC16,067$1.07M0.0%-3.6%0.101%
4/16/2026Diversified Trust Co9,700$620K0.0%-7.6%0.061%
3/12/2026Nalls Sherbakoff Group LLC5,491$346K0.2%N/A0.035%
3/9/2026Corient Private Wealth LLC7,185$453K0.0%+2.9%0.045%
2/23/2026 Monetary Solutions Ltd1,253$79K0.1%N/A0.008%
2/19/2026Corient Private Wealth LLC7,185$453K0.0%+2.9%0.045%
2/18/2026Widmann Financial Services Inc.16,568$1.04M0.6%-2.1%0.105%
2/18/2026Mercer Global Advisors Inc. ADV5,953$375K0.0%-8.4%0.038%
2/18/2026Beacon Pointe Advisors LLC27,262$1.72M0.0%+16.7%0.173%
2/18/2026EP Wealth Advisors LLC3,386$213K0.0%N/A0.021%
2/18/2026NewEdge Advisors LLC681$43K0.0%+567.6%0.004%
2/18/2026 VestGen Advisors LLC6,510$410K0.0%N/A0.041%
2/17/2026Cetera Investment Advisers169,181$10.66M0.0%+3.1%1.071%
2/17/2026Osaic Holdings Inc.25,444$1.60M0.0%-42.0%0.161%
2/17/2026&PARTNERS3,343$211K0.0%N/A0.021%
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2/17/2026Royal Bank of Canada59,695$3.76M0.0%+12.6%0.378%
2/16/2026Glen Eagle Advisors LLC6,557$413K0.1%-3.0%0.042%
2/16/20261 North Wealth Services LLC30,999$1.95M0.7%+3.0%0.196%
2/16/2026Aptus Capital Advisors LLC15,272$962K0.0%-4.1%0.097%
2/13/2026 Kestra Advisory Services LLC11,723$739K0.0%-14.8%0.074%
2/13/2026Stifel Financial Corp8,629$544K0.0%+5.0%0.055%
2/13/2026Balanced Rock Investment Advisors LLC11,162$703K0.5%+1.5%0.071%
2/13/2026Morgan Stanley909,559$57.31M0.0%+4.5%5.757%
2/13/2026Wells Fargo & Company MN158,962$10.02M0.0%+2.2%1.006%
2/13/2026Cullen Capital Management LLC27,203$1.71M0.0%N/A0.172%


CGW Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 institutional investors and hedge funds held shares of Invesco S&P Global Water Index ETF. The most heavily invested institutionals were Morgan Stanley ($57.31M), Conservest Capital Advisors Inc. ($31.85M), Bank of America Corp DE ($30.74M), UBS Group AG ($27.99M), Weatherly Asset Management L. P. ($25.39M), 1832 Asset Management L.P. ($20.50M), and Cetera Investment Advisers ($11.16M).Learn more on Invesco S&P Global Water Index ETF's institutional investors.

Of the 160 institutional investors that purchased Invesco S&P Global Water Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($263.37K), Bank of America Corp DE ($247.95K), Cetera Investment Advisers ($171.51K), Jane Street Group LLC ($128.54K), Flow Traders U.S. LLC ($106.57K), Commonwealth Equity Services LLC ($96.10K), and Cullen Capital Management LLC ($88.90K).

Institutional investors have bought a total of 994,748 shares in the last 24 months. This purchase volume represents approximately $62.72M in transactions.

Of the 47 institutional investors that sold Invesco S&P Global Water Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($71.92K), Prism Advisors Inc. ($45.54K), First Affirmative Financial Network ($23.89K), Osaic Holdings Inc. ($18.39K), Flow Traders U.S. LLC ($15.34K), Citadel Advisors LLC ($12.07K), and Conservest Capital Advisors Inc. ($9.01K).

Institutional investors have sold a total of 251,665 shares in the last 24 months. This volume of shares sold represents approximately $16.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
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