Who Owns CGW?
Invesco S&P Global Water Index ETF — Institutional Ownership & 13F Holdings
$65.92
+0.14 (+0.21%)
Market Cap
$1.1B
Shares Outstanding
15,213,775
Institutional Holders
189
Total Inst. Value
$330.9M
% of Float Held
—
QoQ Holder Change
+63
Institutional data as of Q1 2025
New Positions
41
Closed Positions
18
Increased
38
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $49.0M | 879,202 |
| 2 | Conservest Capital Advisors, Inc. | $28.8M | 517,272 |
| 3 | UBS Group AG | $28.4M | 509,262 |
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | $23.1M | 414,952 |
| 5 | 1832 Asset Management L.P. | $18.7M | 335,834 |
| 6 | BANK OF AMERICA CORP /DE/ | $17.7M | 317,161 |
| 7 | Polianta LtdNew | $12.0M | 215,800 |
| 8 | Cetera Investment AdvisersNew | $8.9M | 159,532 |
| 9 | WELLS FARGO & COMPANY/MN | $8.9M | 159,276 |
| 10 | AMERIPRISE FINANCIAL INC | $7.4M | 132,258 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +34K | $28.4M |
| BANK OF AMERICA CORP /DE/ | +5K | $17.7M |
| Polianta LtdNew | +216K | $12.0M |
| Cetera Investment AdvisersNew | +160K | $8.9M |
| WELLS FARGO & COMPANY/MN | +3K | $8.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -62K | $49.0M |
| RAYMOND JAMES FINANCIAL INC | -22K | $5.3M |
| AMERIPRISE FINANCIAL INC | -12K | $7.4M |
| 1832 Asset Management L.P. | -9K | $18.7M |
| Aptus Capital Advisors, LLC | -9K | $3K |
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Frequently Asked Questions
How many institutional investors hold CGW?
As of Q1 2025, 189 institutional investors report holding CGW (Invesco S&P Global Water Index ETF) in their 13F filings.
Which hedge fund owns the most CGW?
The largest institutional holder of CGW is MORGAN STANLEY with $49.0M in shares.
Are institutions buying or selling CGW?
This quarter, 41 institutions opened new positions in CGW and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.