Go Pro

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

Invesco S&P Global Water Index ETF logo
$62.35 -0.49 (-0.78%)
As of 09/28/2026 04:10 PM Eastern

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)
$34.88M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$21.46M
Get CGW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P Global Water Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.51,045$3.36M0.0%+2.8%0.315%
9/9/2026MCF 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%
9/9/2026IFP 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%
8/7/2026Trust Co. of Vermont425$28K0.0%N/A0.003%
7/10/2026Wealthcare Advisory Partners LLC40,163$2.64M0.1%+7.7%0.250%
7/9/2026Key Client Fiduciary Advisors LLC5,746$378K0.1%-6.5%0.036%
7/9/2026Baron Financial Group LLC82,725$5.44M2.6%-0.6%0.516%
7/8/2026Apella 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%
5/14/2026Lido 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%
5/5/2026LFA 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%
5/2/2026International Assets Investment Management LLC2,507$162K0.0%+17.0%0.016%
5/1/2026Fifth Third Bancorp14,354$918K0.0%+856.9%0.090%
4/30/2026Kestra 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%
4/20/2026Kestra Private Wealth Services LLC9,238$591K0.0%+3.1%0.058%
4/20/2026Apella 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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
2/23/2026Monetary 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%
2/18/2026VestGen 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%
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%
2/13/2026Kestra 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%
2/12/2026Conservest Capital Advisors Inc.507,186$31.96M2.9%+0.2%3.210%
2/12/2026Commonwealth Equity Services LLC92,118$5.80M0.0%+0.7%0.583%
2/12/2026Intesa Sanpaolo Wealth Management1,672$105K0.0%N/A0.011%
2/12/2026Steward Partners Investment Advisory LLC83,035$5.23M0.0%-1.0%0.526%
2/12/2026Bank of Montreal Can4,302$273K0.0%+22.9%0.027%
2/11/2026FCA Corp TX51,716$3.26M0.9%-10.0%0.327%
2/11/2026Cerity Partners LLC16,302$1.03M0.0%-1.5%0.103%
2/11/2026LPL Financial LLC136,888$8.63M0.0%+4.0%0.866%
2/11/2026J.W. Cole Advisors Inc.4,341$274K0.0%+10.6%0.027%
2/10/2026Lido Advisors LLC3,186$203K0.0%N/A0.020%
2/10/2026Greenspring Advisors LLC4,234$267K0.0%N/A0.027%
2/10/2026REAP Financial Group LLC508$32K0.0%N/A0.003%
2/10/2026Koss Olinger Consulting LLC39,252$2.47M0.2%-0.7%0.248%
2/10/2026Northwestern Mutual Wealth Management Co.102,368$6.45M0.0%+24.8%0.648%
2/9/2026Bleakley Financial Group LLC67,451$4.25M0.1%+0.4%0.427%
2/6/2026Addison Advisors LLC102,323$6.45M1.4%+1.5%0.648%
2/6/2026Great Diamond Partners LLC3,689$232K0.0%-5.8%0.023%
2/6/2026Creative Financial Designs Inc. ADV28,593$1.80M0.1%+1.6%0.181%
2/6/2026Larson Financial Group LLC5,058$319K0.0%-36.1%0.032%
2/6/2026HighTower Advisors LLC94,910$5.98M0.0%+16.0%0.601%
2/5/2026Wealth Advisory Team LLC14,984$944K0.8%N/A0.095%
2/5/2026Castle Rock Wealth Management LLC5,197$343K0.1%-5.9%0.033%
2/3/2026Washington Trust Advisors Inc.4,679$295K0.0%-8.4%0.030%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC58,662$3.70M0.1%+0.8%0.373%
2/3/2026International Assets Investment Management LLC2,142$135K0.0%N/A0.014%
2/3/2026Sequoia Financial Advisors LLC9,523$600K0.0%-2.0%0.061%
2/3/2026RFG Advisory LLC3,263$206K0.0%-20.2%0.021%
1/30/2026Sigma Planning Corp6,254$394K0.0%+5.4%0.040%
1/29/2026Comerica Bank12,854$810K0.0%-2.9%0.082%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
1/29/2026Kestra Private Wealth Services LLC8,957$564K0.0%-2.7%0.057%
1/29/2026Concord Wealth Partners4,165$262K0.0%-11.4%0.027%
1/29/2026LFA Lugano Financial Advisors SA2,063$130K0.1%N/A0.013%
1/29/2026UBS Group AG444,188$27.99M0.0%-10.8%2.840%
1/29/2026Segment Wealth Management LLC3,970$250K0.0%N/A0.025%
1/28/2026Key Client Fiduciary Advisors LLC6,146$387K0.1%-7.1%0.039%
1/26/2026Whittier Trust Co. of Nevada Inc.2,780$179K0.0%-7.0%0.018%
1/26/2026PFG Investments LLC4,034$254K0.0%-4.4%0.026%
1/23/2026Farther Finance Advisors LLC8,547$539K0.0%+373.0%0.055%
1/23/2026Prism Advisors Inc.20,991$1.32M0.4%-68.4%0.134%


CGW Institutional Ownership - Frequently Asked Questions

During the previous two years, 180 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 144 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), Cullen Capital Management LLC ($88.90K), and Citadel Advisors LLC ($64.53K).

Institutional investors have bought a total of 547,708 shares in the last 24 months. This purchase volume represents approximately $34.88M in transactions.

Of the 54 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), EWG Elevate Inc. ($56.97K), Prism Advisors Inc. ($45.54K), First Affirmative Financial Network ($23.89K), Osaic Holdings Inc. ($18.39K), Flow Traders U.S. LLC ($15.34K), and Weatherly Asset Management L. P. ($12.14K).

Institutional investors have sold a total of 336,518 shares in the last 24 months. This volume of shares sold represents approximately $21.46M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners