Free Trial

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

Invesco S&P Global Water Index ETF logo
$64.54 +0.73 (+1.14%)
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)
102
Total
Institutional Inflows
(last 12 months)
$72.09M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$31.05M
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
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%
5/2/2026 International Assets Investment Management LLC2,507$162K0.0%+17.0%0.016%
5/1/2026 Fifth Third Bancorp14,354$918K0.0%+856.9%0.090%
4/30/2026 Kestra Advisory Services LLC10,438$667K0.0%-11.0%0.058%
4/28/2026 Whittier Trust Co. of Nevada Inc.2,570$166K0.0%-7.6%0.014%
4/28/2026 Meramec Financial Planners LLC4,502$296K0.1%-33.4%0.028%
4/27/2026 PFG Investments LLC4,382$280K0.0%+8.6%0.027%
4/27/2026 Private Advisor Group LLC4,542$290K0.0%+41.0%0.028%
4/23/2026 Comprehensive 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%
4/16/2026 Diversified 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%
2/18/2026VestGen 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%
2/13/2026 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%
2/12/2026Conservest Capital Advisors Inc.507,186$31.96M2.9%+0.2%3.210%
2/12/2026 Commonwealth 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%
2/11/2026 J.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%
2/6/2026 Creative 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%
2/5/2026 Castle Rock Wealth Management LLC5,197$343K0.1%-5.9%0.033%
2/3/2026 Washington Trust Advisors Inc.4,679$295K0.0%-8.4%0.030%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC58,662$3.70M0.1%+0.8%0.373%
2/3/2026 International Assets Investment Management LLC2,142$135K0.0%N/A0.014%
2/3/2026 Sequoia Financial Advisors LLC9,523$600K0.0%-2.0%0.061%
2/3/2026 RFG 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%
1/29/2026 Kestra Private Wealth Services LLC8,957$564K0.0%-2.7%0.057%
1/29/2026 Concord 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%
1/29/2026 Segment Wealth Management LLC3,970$250K0.0%N/A0.025%
1/28/2026 Key Client Fiduciary Advisors LLC6,146$387K0.1%-7.1%0.039%
1/26/2026 Whittier Trust Co. of Nevada Inc.2,780$179K0.0%-7.0%0.018%
1/26/2026 PFG Investments LLC4,034$254K0.0%-4.4%0.026%
1/23/2026 Farther Finance Advisors LLC8,547$539K0.0%+373.0%0.055%
1/23/2026 Prism Advisors Inc.20,991$1.32M0.4%-68.4%0.134%
1/23/2026Transcend Capital Advisors LLC3,175$200K0.0%-23.9%0.020%
1/21/2026 TPG Advisors LLC7,104$448K0.3%+2.8%0.045%
1/21/2026 Apella Capital LLC16,675$1.05M0.0%N/A0.107%
1/21/2026 Flagship Harbor Advisors LLC510$32K0.0%N/A0.003%
1/20/2026 Stratos Wealth Partners LTD.12,273$773K0.0%-1.3%0.078%
1/16/2026 Perigon Wealth Management LLC18,341$1.16M0.0%+107.0%0.117%
1/16/2026 Weatherly Asset Management L. P.403,007$25.39M2.0%+0.9%2.577%
1/14/2026 Wealthcare Advisory Partners LLC35,741$2.25M0.0%+8.0%0.229%
1/9/2026 Baron Financial Group LLC84,785$5.34M2.9%-2.9%0.545%
1/8/2026 Wealth Enhancement Advisory Services LLC10,007$643K0.0%-9.3%0.064%
1/1/2026JPMorgan Chase & Co.6,953$447K0.0%-8.0%0.045%
11/21/2025CIBC Bancorp USA Inc.7,033$452K0.0%N/A0.045%
11/20/2025First Affirmative Financial Network11,454$736K0.3%-67.6%0.074%
11/18/2025Advisory Services Network LLC1,722$111K0.0%N/A0.011%
11/17/2025Conservest Capital Advisors Inc.506,059$32.51M3.0%+0.3%3.269%
11/17/2025 Kestra Private Wealth Services LLC9,206$591K0.0%+2.8%0.059%
11/17/2025Perritt Capital Management Inc1,065$68K0.0%N/A0.007%
11/17/2025Susquehanna International Group LLP37,791$2.43M0.0%+30.4%0.244%
11/17/2025Northwestern Mutual Wealth Management Co.82,055$5.27M0.0%+12.9%0.530%
11/17/2025Mariner LLC14,092$905K0.0%+2.8%0.091%
11/17/2025Mercer Global Advisors Inc. ADV6,502$418K0.0%+8.3%0.042%
11/17/2025National Bank of Canada FI61,073$3.92M0.0%+24.8%0.395%
11/17/2025Larson Financial Group LLC7,918$509K0.0%-9.8%0.051%


CGW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGW shares?

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), UBS Group AG ($27.99M), Bank of America Corp DE ($27.78M), Weatherly Asset Management L. P. ($25.39M), 1832 Asset Management L.P. ($20.50M), and Cetera Investment Advisers ($10.66M).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 ($395.53K), 1832 Asset Management L.P. ($362.32K), Raymond James Financial Inc. ($263.37K), Bank of America Corp DE ($211.86K), Jane Street Group LLC ($128.54K), Flow Traders U.S. LLC ($106.57K), and Cullen Capital Management LLC ($88.90K).

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

Institutional investors have bought a total of 1,187,935 shares in the last 24 months. This purchase volume represents approximately $72.09M in transactions.

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

Of the 74 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), Flow Traders U.S. LLC ($34.75K), First Affirmative Financial Network ($23.89K), Lynx Investment Advisory ($23.20K), and Raymond James Financial Inc. ($22.94K).

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

Institutional investors have sold a total of 497,676 shares in the last 24 months. This volume of shares sold represents approximately $31.05M in transactions.



This page (NYSEARCA:CGW) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners