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

Invesco S&P Global Water Index ETF logo
$63.46 -0.56 (-0.87%)
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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)
99
Total
Institutional Inflows
(last 12 months)
$99.66M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$35.11M
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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
10/9/2025Allodium Investment Consultants LLC16,319$1.05M0.6%+2.6%0.104%
10/8/2025Baron Financial Group LLC87,320$5.61M3.1%-1.7%0.553%
10/7/2025 EWG Elevate Inc.3,802$244K0.1%-93.7%0.024%
9/26/2025Corient Private Wealth LLC6,981$436K0.0%N/A0.044%
9/4/2025Osaic Holdings Inc.45,914$2.87M0.0%+13.9%0.291%
8/18/2025Geneos Wealth Management Inc.508$32K0.0%-37.6%0.003%
8/15/2025Corient Private Wealth LLC6,981$436K0.0%N/A0.044%
8/15/2025Alaethes Wealth LLC3,494$218K0.1%N/A0.022%
8/15/2025Lantern Wealth Advisors LLC5,100$319K0.2%N/A0.032%
8/15/2025BNP Paribas Financial Markets37,295$2.33M0.0%-10.1%0.236%
8/15/2025Balanced Rock Investment Advisors LLC10,719$670K0.5%+1.7%0.068%
8/15/2025Bank of America Corp DE423,184$26.45M0.0%+33.4%2.678%
8/15/2025Ameriprise Financial Inc.151,347$9.49M0.0%+14.4%0.958%
8/14/2025Jane Street Group LLC22,924$1.43M0.0%-33.0%0.145%
8/14/2025Raymond James Financial Inc.125,003$7.81M0.0%+32.3%0.791%
8/13/2025Flow Traders U.S. LLC60,071$3.75M0.1%-24.4%0.380%
8/13/20251832 Asset Management L.P.328,059$20.50M0.0%-2.3%2.076%
8/13/2025Beacon Pointe Advisors LLC3,460$216K0.0%N/A0.022%
8/13/2025Northwestern Mutual Wealth Management Co.72,704$4.54M0.0%+12.9%0.460%
8/13/2025Choreo LLC3,509$219K0.0%N/A0.022%
8/12/2025J.W. Cole Advisors Inc.3,924$245K0.0%N/A0.025%
8/12/2025Steward Partners Investment Advisory LLC83,171$5.20M0.0%+1.7%0.526%
8/12/2025JPMorgan Chase & Co.7,561$473K0.0%+3.6%0.048%
8/12/2025NFP Retirement Inc.21,772$1.36M0.1%-3.0%0.138%
8/11/2025Beta Wealth Group Inc.7,039$440K0.2%N/A0.045%
8/8/2025Cetera Investment Advisers161,095$10.07M0.0%+1.0%1.020%
8/8/2025Meridian Wealth Management LLC20,692$1.29M0.1%+25.2%0.131%
8/8/2025Phoenix Wealth Advisors15,201$950K0.4%-1.3%0.096%
8/8/2025PNC Financial Services Group Inc.3,668$229K0.0%-40.7%0.023%
8/7/2025Addison Advisors LLC100,332$6.27M1.6%-1.0%0.635%
8/5/2025Bank of Montreal Can3,513$218K0.0%-21.6%0.022%
8/5/2025TIAA Trust National Association9,012$563K0.0%-2.0%0.057%
8/5/2025Gould Asset Management LLC CA4,905$307K0.1%-3.7%0.031%
8/1/2025Koss Olinger Consulting LLC39,541$2.47M0.2%-28.5%0.250%
8/1/2025Envestnet Asset Management Inc.39,999$2.50M0.0%+16.6%0.253%
7/31/2025Conservest Capital Advisors Inc.504,305$31.52M3.1%-2.5%3.192%
7/31/2025Money Design Co. Ltd.44,976$2.81M0.1%-7.2%0.285%
7/30/2025Bleakley Financial Group LLC69,028$4.31M0.1%-1.9%0.437%
7/30/2025Exencial Wealth Advisors LLC7,355$460K0.0%-19.0%0.047%
7/30/2025Pacific Sun Financial Corp3,305$207K0.1%N/A0.021%
7/30/2025Financial Perspectives Inc6,944$434K0.1%-4.3%0.044%
7/28/2025Rosenberg Matthew Hamilton838$52K0.0%+103.9%0.005%
7/28/2025RFG Advisory LLC3,970$248K0.0%N/A0.025%
7/25/2025Atria Wealth Solutions Inc.4,760$298K0.0%+11.8%0.030%
7/25/2025Concord Asset Management LLC VA5,208$326K0.0%N/A0.033%
7/25/2025Sequoia Financial Advisors LLC7,106$444K0.0%N/A0.045%
7/25/2025CWM LLC2,668$167K0.0%+7.9%0.017%
7/25/2025Wealth Advisory Team LLC17,495$1.09M1.0%N/A0.111%
7/24/2025Comprehensive Money Management Services LLC16,673$1.04M0.8%-2.2%0.106%
7/24/2025US Bancorp DE17,871$1.12M0.0%-5.8%0.113%
7/22/2025Grimes & Company Inc.60,004$3.75M0.1%N/A0.380%
7/22/2025Wealthcare Advisory Partners LLC32,159$2.01M0.0%-15.4%0.204%
7/21/2025Ameritas Advisory Services LLC2,034$127K0.0%-45.3%0.013%
7/18/2025Lynx Investment Advisory30,405$1.90M1.2%-30.6%0.192%
7/18/2025PFG Investments LLC4,298$269K0.0%N/A0.027%
7/18/2025Truist Financial Corp3,271$204K0.0%N/A0.021%
7/15/2025TD Private Client Wealth LLC1,135$71K0.0%N/A0.007%
7/15/2025 EWG Elevate Inc.60,774$3.80M1.2%N/A0.385%
7/15/2025Accurate Wealth Management LLC3,260$204K0.0%N/A0.021%
7/14/2025Park Avenue Securities LLC4,729$296K0.0%N/A0.030%
7/11/2025Weatherly Asset Management L. P.411,652$25.73M2.2%-0.8%2.605%
7/9/2025Baron Financial Group LLC88,817$5.55M3.3%-2.5%0.562%
7/8/2025Parallel Advisors LLC6,323$395K0.0%+8.6%0.040%
6/16/2025Lynx Investment Advisory43,812$2.44M1.6%-6.7%0.279%
5/20/2025Focus Partners Wealth27,806$1.55M0.0%+5.8%0.176%
5/19/2025Jane Street Group LLC34,205$1.91M0.0%+511.8%0.216%
5/16/2025Jones Financial Companies Lllp27,934$1.56M0.0%+120.0%0.177%
5/16/20251 North Wealth Services LLC30,523$1.70M0.8%-10.1%0.193%
5/15/2025Royal Bank of Canada47,026$2.62M0.0%-0.9%0.298%
5/15/2025MAI Capital Management2,712$151K0.0%+29.0%0.017%
5/14/2025Comerica Bank15,511$864K0.0%-1.7%0.098%
5/14/2025Northwestern Mutual Wealth Management Co.64,393$3.59M0.0%+15.7%0.408%
5/14/20251832 Asset Management L.P.335,834$18.70M0.0%-2.6%2.126%
5/14/2025Mosaic Financial Group LLC7,855$437K0.4%-32.2%0.050%
5/14/2025Summit Financial LLC19,741$1.10M0.0%+273.7%0.125%
5/14/2025Flow Traders U.S. LLC79,486$4.43M0.2%N/A0.503%
5/13/2025Aptus Capital Advisors LLC52,730$2.94M0.0%-14.4%0.334%
5/13/2025Steward Partners Investment Advisory LLC81,761$4.55M0.0%+1.6%0.517%
5/13/2025Raymond James Financial Inc.94,490$5.26M0.0%-18.8%0.598%
5/13/2025Kovitz Investment Group Partners LLC50,589$2.82M0.0%N/A0.320%
5/13/2025NFP Retirement Inc.22,452$1.25M0.1%-5.5%0.142%
5/13/2025HighTower Advisors LLC54,292$3.02M0.0%-5.0%0.344%
5/12/2025Meridian Wealth Management LLC16,528$920K0.0%+15.5%0.105%
5/12/2025Koss Olinger Consulting LLC55,292$3.08M0.3%-5.5%0.350%
5/12/2025National Bank of Canada FI60,545$3.38M0.0%+3.9%0.383%
5/9/2025Exencial Wealth Advisors LLC9,075$505K0.0%-2.3%0.057%
5/9/2025Atria Wealth Solutions Inc.4,256$237K0.0%-56.4%0.027%
5/9/2025Avalon Trust Co1,658$92K0.0%N/A0.010%
5/8/2025TIAA Trust National Association9,200$512K0.0%+2.2%0.058%
5/8/2025US Bancorp DE18,981$1.06M0.0%+1.4%0.120%
5/8/2025NorthRock Partners LLC2,155$120K0.0%N/A0.014%
5/7/2025LPL Financial LLC94,329$5.25M0.0%+5.5%0.597%
5/7/2025Caliber Wealth Management LLC KS5,536$308K0.0%N/A0.035%
5/6/2025Cetera Investment Advisers159,532$8.88M0.0%N/A1.010%
5/5/2025Conservest Capital Advisors Inc.517,272$28.81M3.0%-1.0%3.274%
5/5/2025Kestra Private Wealth Services LLC9,171$511K0.0%+3.1%0.058%
5/2/2025Concord Wealth Partners5,358$298K0.0%-16.4%0.034%
5/2/2025Larson Financial Group LLC10,202$568K0.0%-4.8%0.065%
5/2/2025Sigma Planning Corp4,746$264K0.0%+7.0%0.030%
5/1/2025Bleakley Financial Group LLC70,341$3.92M0.1%+6.5%0.445%
(Data available from 1/1/2016 forward)

CGW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGW shares?

During the previous two years, 172 institutional investors and hedge funds held shares of Invesco S&P Global Water Index ETF. The most heavily invested institutionals were Conservest Capital Advisors Inc. ($31.52M), Bank of America Corp DE ($26.45M), Weatherly Asset Management L. P. ($25.73M), UBS Group AG ($24.33M), 1832 Asset Management L.P. ($20.50M), Cetera Investment Advisers ($10.07M), and Ameriprise Financial Inc. ($9.49M).Learn more on Invesco S&P Global Water Index ETF's institutional investors.

Which institutional investors have been buying Invesco S&P Global Water Index ETF's stock?

Of the 141 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: Cetera Investment Advisers ($390.49K), 1832 Asset Management L.P. ($362.32K), Raymond James Financial Inc. ($263.37K), Bank of America Corp DE ($202.54K), Jane Street Group LLC ($128.54K), Flow Traders U.S. LLC ($106.57K), and International Assets Investment Management LLC ($96.78K).

How much institutional buying is happening at Invesco S&P Global Water Index ETF?

Institutional investors have bought a total of 1,740,069 shares in the last 24 months. This purchase volume represents approximately $99.66M in transactions.

Which of Invesco S&P Global Water Index ETF's major shareholders have been selling company stock?

Of the 69 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: Jane Street Group LLC ($142.47K), Conservest Capital Advisors Inc. ($67.48K), EWG Elevate Inc. ($56.97K), Weatherly Asset Management L. P. ($43.97K), Prism Advisors Inc. ($36.41K), Raymond James Financial Inc. ($21.94K), and Koss Olinger Consulting LLC ($19.80K).

How much institutional selling is happening at Invesco S&P Global Water Index ETF?

Institutional investors have sold a total of 610,622 shares in the last 24 months. This volume of shares sold represents approximately $35.11M in transactions.


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This page (NYSEARCA:CGW) was last updated on 10/9/2025 by MarketBeat.com Staff
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