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

Invesco S&P Global Water Index ETF logo
$59.26 +0.75 (+1.28%)
As of 04:10 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)
79
Total
Institutional Inflows
(last 12 months)
$97.03M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$42.62M
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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
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%
5/1/2025 Bleakley Financial Group LLC70,341$3.92M0.1%+6.5%0.445%
5/1/2025 Weatherly Asset Management L. P.414,952$23.11M2.1%-0.3%2.626%
5/1/2025 LRI Investments LLC4,835$269K0.0%N/A0.031%
5/1/2025 Prism Advisors Inc.66,528$3.71M1.1%-7.0%0.421%
4/30/2025 Cerity Partners LLC14,355$799K0.0%+4.0%0.091%
4/29/2025 Envestnet Asset Management Inc.34,308$1.91M0.0%+53.3%0.217%
4/28/2025 Money Design Co. Ltd.48,464$2.70M0.1%-11.0%0.307%
4/25/2025 Washington Trust Advisors Inc.5,252$292K0.0%-3.3%0.033%
4/24/2025 TPG Advisors LLC7,164$399K0.3%+4.2%0.045%
4/23/2025 Creative Financial Designs Inc. ADV27,248$1.52M0.1%-1.0%0.172%
4/23/2025 Perigon Wealth Management LLC9,170$511K0.0%-2.9%0.058%
4/23/2025 Golden State Wealth Management LLC564$31K0.0%+100.0%0.004%
4/23/2025 Spire Wealth Management2,796$156K0.0%-13.9%0.018%
4/22/2025 Cambridge Investment Research Advisors Inc.105,726$5.89M0.0%-5.6%0.669%
4/22/2025 Comprehensive Money Management Services LLC17,053$950K0.8%-3.1%0.108%
4/21/2025 Johnson Investment Counsel Inc.4,108$229K0.0%N/A0.026%
4/21/2025 Dunhill Financial LLC963$54K0.0%-45.4%0.006%
4/17/2025 Janney Montgomery Scott LLC6,952$387K0.0%-6.6%0.044%
4/16/2025 Wealth Enhancement Advisory Services LLC10,889$606K0.0%-7.6%0.069%
4/15/2025 Transform Wealth LLC4,013$223K0.0%-39.2%0.025%
4/15/2025 Wealthcare Advisory Partners LLC38,023$2.12M0.1%N/A0.241%
4/14/2025 Farther Finance Advisors LLC1,806$101K0.0%+121.6%0.011%
4/14/2025 Baron Financial Group LLC91,112$5.07M3.2%-0.6%0.577%
4/11/2025 First Affirmative Financial Network36,265$2.02M1.2%+1.5%0.230%
4/9/2025 American National Bank & Trust531$30K0.0%N/A0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC11,790$639K0.0%-13.4%0.074%
3/5/2025 Castle Rock Wealth Management LLC5,525$309K0.1%-12.6%0.034%
3/4/2025 Comprehensive Money Management Services LLC17,603$954K0.8%N/A0.109%
2/27/2025 Bernard Wealth Management Corp.1,454$79K0.0%N/A0.008%
2/21/2025 Vermillion Wealth Management Inc.1,009$55K0.0%N/A0.006%
2/18/2025GTS Securities LLC5,271$286K0.0%+50.0%0.030%
2/18/2025Glen Eagle Advisors LLC6,957$377K0.1%-4.1%0.040%
2/17/2025Focus Partners Wealth26,282$1.45M0.0%+141.8%0.150%
2/17/2025 Dunhill Financial LLC1,763$96K0.0%+83.1%0.010%
2/17/2025EP Wealth Advisors LLC3,626$197K0.0%-21.6%0.021%
2/17/2025Bank of America Corp DE312,571$16.94M0.0%+44.7%1.788%
2/17/2025BNP Paribas Financial Markets41,553$2.25M0.0%+39.6%0.238%
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2/17/2025Ameriprise Financial Inc.143,897$7.80M0.0%+4.6%0.823%
2/17/2025Aptus Capital Advisors LLC61,607$3.34M0.0%+51,239.2%0.352%
2/14/2025Mercer Global Advisors Inc. ADV6,842$371K0.0%N/A0.039%
2/14/2025Jane Street Group LLC5,591$303K0.0%-95.9%0.032%
2/14/2025Widmann Financial Services Inc.15,084$818K0.6%+3.0%0.086%
2/14/2025Comerica Bank15,783$855K0.0%-11.1%0.090%
2/14/2025Stifel Financial Corp8,598$466K0.0%-2.7%0.049%
2/13/2025NewEdge Advisors LLC5,813$315K0.0%+6.4%0.033%
2/13/2025Rockefeller Capital Management L.P.57,250$3.10M0.0%+0.6%0.328%
2/13/2025NFP Retirement Inc.23,749$1.29M0.1%-5.1%0.136%
2/13/2025Scotia Capital Inc.6,491$352K0.0%N/A0.037%
2/13/2025Raymond James Financial Inc.116,426$6.31M0.0%N/A0.666%
2/13/2025 Bernard Wealth Management Corp.1,454$76K0.1%N/A0.008%
2/13/2025Bank of Montreal Can4,639$251K0.0%-35.0%0.027%
2/13/2025 Cerity Partners LLC13,805$748K0.0%+22.7%0.079%
2/13/2025 Envestnet Asset Management Inc.22,374$1.21M0.0%+10.9%0.128%
2/13/2025Cullen Capital Management LLC61,694$3.34M0.0%N/A0.353%
2/13/2025Wells Fargo & Company MN155,892$8.45M0.0%+43.1%0.892%
2/12/2025OLD Mission Capital LLC10,723$581K0.0%-13.3%0.061%
2/12/2025National Bank of Canada FI58,260$3.16M0.0%+3.8%0.333%
2/12/2025Summit Financial LLC5,283$286K0.0%+33.2%0.030%
2/12/2025O Shaughnessy Asset Management LLC1,066$58K0.0%+122.1%0.006%
2/12/2025Blair William & Co. IL2,922$158K0.0%+19.2%0.017%
2/12/2025JPMorgan Chase & Co.7,312$396K0.0%-26.5%0.042%
2/11/2025Lynx Investment Advisory46,973$2.55M1.7%+0.7%0.269%
2/11/2025FCA Corp TX57,304$3.11M1.0%-2.4%0.328%
2/11/2025LPL Financial LLC89,380$4.84M0.0%-0.5%0.511%
2/11/2025 TD Private Client Wealth LLC1,151$62K0.0%+74.9%0.007%
2/11/2025Whittier Trust Co. of Nevada Inc.2,990$162K0.0%-6.6%0.017%
2/11/2025Koss Olinger Consulting LLC58,517$3.17M0.3%-1.4%0.335%
2/10/2025 Parallel Advisors LLC5,823$316K0.0%+8.5%0.033%
2/10/2025Commonwealth Equity Services LLC100,721$5.46M0.0%+0.8%0.576%
2/10/2025Essential Planning LLC.58,500$3.43M0.0%N/A0.335%
2/7/2025Larson Financial Group LLC10,720$581K0.0%+6.6%0.061%
2/7/2025PNC Financial Services Group Inc.6,186$335K0.0%-13.7%0.035%
2/7/2025Mesirow Financial Investment Management Inc.5,590$303K0.0%N/A0.032%
2/6/2025Raymond James Financial Inc.116,426$6.31M0.0%N/A0.666%
2/6/2025Steward Partners Investment Advisory LLC80,497$4.36M0.0%+0.9%0.461%
2/6/2025Meridian Wealth Management LLC14,313$776K0.0%N/A0.082%
2/6/2025Jones Financial Companies Lllp12,695$688K0.0%+55.1%0.073%
2/5/2025Cape Investment Advisory Inc.692$38K0.0%-44.9%0.004%
2/5/2025US Bancorp DE18,721$1.02M0.0%-46.9%0.107%
2/5/2025Conservest Capital Advisors Inc.522,620$28.33M2.9%-8.6%2.990%
2/4/2025Addison Advisors LLC99,617$5.40M1.5%+5.4%0.570%
2/4/2025IFP Advisors Inc1,600$87K0.0%+1,900.0%0.009%
2/4/2025 Allodium Investment Consultants LLC17,860$968K0.8%N/A0.102%
1/31/2025Atria Wealth Solutions Inc.9,763$529K0.0%-13.4%0.056%
1/29/2025 Weatherly Asset Management L. P.416,341$22.57M2.0%-7.7%2.382%
1/29/2025Mill Creek Capital Advisors LLC34,783$1.89M0.0%-0.8%0.199%
1/29/2025 Focus Financial Network Inc.44,599$2.42M0.1%+3.7%0.255%
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1/28/2025Kestra Private Wealth Services LLC8,893$482K0.0%+3.1%0.051%
1/27/2025 Bleakley Financial Group LLC66,076$3.58M0.1%+0.7%0.378%
1/27/2025 Clayton Financial Group LLC4,398$238K0.1%+6.4%0.025%
1/27/2025 Stratos Wealth Partners LTD.12,689$688K0.0%-3.5%0.073%
1/27/2025 Mather Group LLC.886$48K0.0%+82.3%0.005%
1/24/2025 Spire Wealth Management3,248$176K0.0%-10.8%0.019%
1/24/2025Concord Wealth Partners6,409$347K0.1%-28.8%0.037%
1/23/2025 First Affirmative Financial Network35,713$1.94M1.1%-5.9%0.204%
1/23/2025 Money Design Co. Ltd.54,444$2.96M0.2%-14.0%0.311%
1/22/2025 Perigon Wealth Management LLC9,448$512K0.0%+8.6%0.054%
(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, 163 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. ($28.33M), UBS Group AG ($24.33M), Weatherly Asset Management L. P. ($23.11M), 1832 Asset Management L.P. ($18.82M), Bank of America Corp DE ($16.94M), Cetera Investment Advisers ($10.68M), and Wells Fargo & Company MN ($8.45M).Learn more on CGW's institutional investors.

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

Of the 137 institutional investors that purchased Invesco S&P Global Water Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1832 Asset Management L.P. ($362.32K), Raymond James Financial Inc. ($232.85K), Cetera Investment Advisers ($229.40K), Jane Street Group LLC ($99.92K), International Assets Investment Management LLC ($96.78K), Bank of America Corp DE ($96.52K), and Koss Olinger Consulting LLC ($71.71K).

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

Institutional investors have bought a total of 2,570,436 shares in the last 24 months. This purchase volume represents approximately $139.82M in transactions.

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

Of the 86 institutional investors that sold Invesco S&P Global Water Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($226.26K), Prism Advisors Inc. ($202.83K), National Bank of Canada FI ($160.88K), Money Design Co. Ltd. ($115.60K), Weatherly Asset Management L. P. ($73.28K), Conservest Capital Advisors Inc. ($53.86K), and Cetera Investment Advisers ($46.05K).

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

Institutional investors have sold a total of 1,287,352 shares in the last 24 months. This volume of shares sold represents approximately $69.43M in transactions.


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This page (NYSEARCA:CGW) was last updated on 5/2/2025 by MarketBeat.com Staff
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