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

Invesco S&P Global Water Index ETF logo
$62.50 +0.31 (+0.50%)
As of 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)
83
Total
Institutional Inflows
(last 12 months)
$84.75M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$40.30M
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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
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%
5/1/2025Weatherly Asset Management L. P.414,952$23.11M2.1%-0.3%2.626%
5/1/2025LRI Investments LLC4,835$269K0.0%N/A0.031%
5/1/2025Prism Advisors Inc.66,528$3.71M1.1%-7.0%0.421%
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4/30/2025Cerity Partners LLC14,355$799K0.0%+4.0%0.091%
4/29/2025Envestnet Asset Management Inc.34,308$1.91M0.0%+53.3%0.217%
4/28/2025Money Design Co. Ltd.48,464$2.70M0.1%-11.0%0.307%
4/25/2025Washington Trust Advisors Inc.5,252$292K0.0%-3.3%0.033%
4/24/2025TPG Advisors LLC7,164$399K0.3%+4.2%0.045%
4/23/2025Creative Financial Designs Inc. ADV27,248$1.52M0.1%-1.0%0.172%
4/23/2025Perigon Wealth Management LLC9,170$511K0.0%-2.9%0.058%
4/23/2025Golden State Wealth Management LLC564$31K0.0%+100.0%0.004%
4/23/2025Spire Wealth Management2,796$156K0.0%-13.9%0.018%
4/22/2025Cambridge Investment Research Advisors Inc.105,726$5.89M0.0%-5.6%0.669%
4/22/2025Comprehensive Money Management Services LLC17,053$950K0.8%-3.1%0.108%
4/21/2025Johnson Investment Counsel Inc.4,108$229K0.0%N/A0.026%
4/21/2025Dunhill Financial LLC963$54K0.0%-45.4%0.006%
4/17/2025Janney Montgomery Scott LLC6,952$387K0.0%-6.6%0.044%
4/16/2025Wealth Enhancement Advisory Services LLC10,889$606K0.0%-7.6%0.069%
4/15/2025Transform Wealth LLC4,013$223K0.0%-39.2%0.025%
4/15/2025Wealthcare Advisory Partners LLC38,023$2.12M0.1%N/A0.241%
4/14/2025Farther Finance Advisors LLC1,806$101K0.0%+121.6%0.011%
4/14/2025Baron Financial Group LLC91,112$5.07M3.2%-0.6%0.577%
4/11/2025First Affirmative Financial Network36,265$2.02M1.2%+1.5%0.230%
4/9/2025American National Bank & Trust531$30K0.0%N/A0.003%
3/17/2025Wealth Enhancement Advisory Services LLC11,790$639K0.0%-13.4%0.074%
3/5/2025Castle Rock Wealth Management LLC5,525$309K0.1%-12.6%0.034%
3/4/2025Comprehensive Money Management Services LLC17,603$954K0.8%N/A0.109%
2/27/2025Bernard Wealth Management Corp.1,454$79K0.0%N/A0.008%
2/21/2025Vermillion 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%
2/17/2025Dunhill 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%
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%
2/13/2025Bernard Wealth Management Corp.1,454$76K0.1%N/A0.008%
2/13/2025Bank of Montreal Can4,639$251K0.0%-35.0%0.027%
2/13/2025Cerity Partners LLC13,805$748K0.0%+22.7%0.079%
2/13/2025Envestnet 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
(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, 164 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. ($28.81M), UBS Group AG ($24.33M), Weatherly Asset Management L. P. ($23.11M), 1832 Asset Management L.P. ($18.70M), Bank of America Corp DE ($16.94M), Cetera Investment Advisers ($8.88M), and Wells Fargo & Company MN ($8.45M).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 133 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 ($388.93K), 1832 Asset Management L.P. ($362.32K), Raymond James Financial Inc. ($232.85K), Jane Street Group LLC ($128.54K), Flow Traders U.S. LLC ($106.57K), International Assets Investment Management LLC ($96.78K), and Bank of America Corp DE ($96.52K).

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

Institutional investors have bought a total of 1,522,514 shares in the last 24 months. This purchase volume represents approximately $84.75M in transactions.

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

Of the 71 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: Prism Advisors Inc. ($202.83K), Jane Street Group LLC ($131.19K), Weatherly Asset Management L. P. ($57.74K), Conservest Capital Advisors Inc. ($54.52K), Cetera Investment Advisers ($43.26K), 1832 Asset Management L.P. ($32.04K), and Money Design Co. Ltd. ($26.94K).

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

Institutional investors have sold a total of 727,193 shares in the last 24 months. This volume of shares sold represents approximately $40.30M in transactions.



This page (NYSEARCA:CGW) was last updated on 6/30/2025 by MarketBeat.com Staff
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