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

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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)
84
Total
Institutional Inflows
(last 12 months)
$42.37M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$27.01M
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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
5/8/2024US Bancorp DE35,058$1.95M0.0%+0.8%0.201%
5/4/2024 Glassman Wealth Services2,934$163K0.0%+70.7%0.017%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.10,474$582K0.2%-7.8%0.059%
5/2/2024 Conservest Capital Advisors Inc.576,813$32.03M3.3%-0.8%3.255%
5/1/2024 Janney Montgomery Scott LLC7,377$410K0.0%-2.7%0.042%
5/1/2024 BNP Paribas Financial Markets26,404$1.47M0.0%+45.1%0.149%
4/30/2024Concord Wealth Partners20,895$1.16M0.2%-25.1%0.118%
4/30/2024 Perigon Wealth Management LLC10,531$585K0.0%-6.8%0.059%
4/29/2024Commonwealth Equity Services LLC106,432$5.91M0.0%-12.7%0.601%
4/27/2024 Weatherly Asset Management L. P.472,688$26.25M2.5%-2.3%2.668%
4/27/2024 Phoenix Wealth Advisors15,235$846K0.5%+116.4%0.086%
4/25/2024 Summit Financial LLC3,730$207K0.0%N/A0.021%
4/25/2024 Cambridge Investment Research Advisors Inc.111,397$6.19M0.0%-0.3%0.629%
4/24/2024 U S Global Investors Inc.3,800$211K0.0%N/A0.021%
4/24/2024 Simplicity Wealth LLC68,111$3.78M0.1%N/A0.384%
4/23/2024 Nations Financial Group Inc. IA ADV5,591$310K0.0%-8.2%0.032%
4/23/2024 Raymond James Financial Services Advisors Inc.29,314$1.63M0.0%-3.1%0.165%
4/22/2024 Raymond James & Associates82,866$4.60M0.0%+2.7%0.468%
4/17/2024 Fiduciary Alliance LLC14,611$807K0.1%-54.5%0.076%
4/16/2024 Bridge Advisory LLC24,185$1.34M0.7%+10.9%0.126%
4/16/2024 Transform Wealth LLC6,556$364K0.0%-15.0%0.034%
4/16/2024 Wealth Enhancement Advisory Services LLC16,286$904K0.0%-3.1%0.085%
4/15/2024 Key Client Fiduciary Advisors LLC7,242$402K0.2%-14.2%0.038%
4/11/2024 First Affirmative Financial Network38,912$2.16M1.6%-0.7%0.203%
4/11/2024 RFG Advisory LLC3,950$219K0.0%-7.1%0.021%
4/10/2024 Park Avenue Securities LLC15,706$872K0.0%+30.5%0.082%
4/9/2024 Mather Group LLC.486$26K0.0%N/A0.003%
4/5/2024 Prism Advisors Inc.269,357$14.96M4.5%+10.5%1.406%
3/22/2024PNC Financial Services Group Inc.4,325$229K0.0%+11.6%0.023%
3/15/2024B. Riley Wealth Advisors Inc.3,939$209K0.0%-40.3%0.021%
3/4/2024 Fortis Group Advisors LLC488$26K0.0%+100.0%0.003%
3/1/2024Creekmur Asset Management LLC1,000$53K0.0%N/A0.005%
2/28/2024EP Wealth Advisors LLC4,875$258K0.0%-8.5%0.025%
2/15/2024Comerica Bank18,987$1.01M0.0%-4.1%0.099%
2/13/2024Cetera Advisor Networks LLC154,358$8.18M0.0%+0.6%0.806%
2/12/2024Fiduciary Trust Co80,563$4.27M0.1%-6.5%0.420%
2/12/2024Focus Financial Network Inc. ADV35,322$1.87M0.1%N/A0.184%
2/12/2024Steward Partners Investment Advisory LLC75,273$3.99M0.1%+1.9%0.393%
2/9/2024US Bancorp DE34,793$1.84M0.0%-1.6%0.182%
2/9/2024 Cambridge Investment Research Advisors Inc.111,728$5.92M0.0%-4.2%0.583%
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2/9/2024UBS Group AG458,899$24.33M0.0%-1.1%2.395%
2/8/2024 Financial Advocates Investment Management28,436$1.51M0.1%-50.2%0.148%
2/8/2024Wade G W & Inc.15,239$808K0.0%-4.4%0.080%
2/7/2024Avantax Advisory Services Inc.4,915$261K0.0%-36.0%0.026%
2/7/2024Johnson Investment Counsel Inc.4,204$223K0.0%N/A0.022%
2/7/2024 BNP Paribas Financial Markets18,191$964K0.0%-27.0%0.095%
2/7/2024Great Diamond Partners LLC3,934$209K0.1%N/A0.021%
2/7/2024Kovitz Investment Group Partners LLC44,371$2.35M0.0%-1.4%0.232%
2/7/2024Principal Securities Inc.2,678$142K0.0%N/A0.014%
2/6/2024 Private Advisor Group LLC5,415$287K0.0%+21.5%0.028%
2/6/2024National Bank of Canada FI63,996$3.35M0.0%-70.8%0.334%
2/6/2024 Millburn Ridgefield Corp1,743$92K0.0%N/A0.009%
2/6/2024Concord Wealth Partners27,907$1.48M0.3%-24.3%0.146%
2/5/2024 Choreo LLC4,054$215K0.0%N/A0.021%
2/5/2024 Conservest Capital Advisors Inc.581,503$30.82M3.3%+2.1%3.035%
2/2/2024 Addison Advisors LLC79,887$4.24M1.6%+3.5%0.417%
2/2/2024 Gould Asset Management LLC CA5,250$278K0.1%-3.8%0.027%
2/2/2024Atria Wealth Solutions Inc.16,320$865K0.0%+46.8%0.085%
2/1/2024 Weatherly Asset Management L. P.483,834$25.65M2.8%+0.3%2.525%
2/1/2024 Prism Advisors Inc.243,755$12.92M4.2%+3.1%1.272%
2/1/2024 Sigma Planning Corp4,308$228K0.0%-60.3%0.022%
1/30/2024 Phoenix Wealth Advisors7,041$369K0.3%+10.9%0.037%
1/29/2024Simplicity Solutions LLC66,134$3.51M0.1%+3.0%0.345%
1/29/2024 Perigon Wealth Management LLC11,304$599K0.0%-3.6%0.059%
1/29/2024 Money Design Co. Ltd.130,282$6.91M0.4%-28.1%0.680%
1/26/2024Cerity Partners LLC11,154$592K0.0%N/A0.058%
1/25/2024 RFG Advisory LLC4,250$225K0.0%N/A0.022%
1/25/2024 International Assets Investment Management LLC94,990$5.04M0.0%N/A0.496%
1/25/2024Bleakley Financial Group LLC66,134$3.51M0.1%+3.0%0.345%
1/24/2024 Stratos Wealth Partners LTD.65,245$3.46M0.1%N/A0.341%
1/24/2024 Comprehensive Financial Consultants Institutional Inc.11,357$602K0.3%-1.7%0.059%
1/22/2024 Baron Financial Group LLC97,180$5.15M3.3%-0.9%0.507%
1/19/2024 AdvisorNet Financial Inc1,000$53K0.0%N/A0.005%
1/18/2024Washington Trust Advisors Inc.5,433$288K0.0%-8.5%0.028%
1/17/2024 Bridge Advisory LLC21,800$1.16M0.6%-18.2%0.114%
1/17/2024 Fiduciary Alliance LLC32,144$1.70M0.3%-2.1%0.168%
1/16/2024 Raymond James Financial Services Advisors Inc.30,265$1.60M0.0%+2.3%0.158%
1/16/2024 CVA Family Office LLC800$42K0.0%N/A0.004%
1/16/2024 Raymond James & Associates80,716$4.28M0.0%+89.6%0.421%
1/10/2024 Creative Financial Designs Inc. ADV26,856$1.42M0.1%+3.6%0.140%
1/8/2024 First Affirmative Financial Network39,199$2.08M1.7%-2.2%0.205%
12/6/2023Citigroup Inc.3,805$177K0.0%+24.5%0.020%
12/1/2023B. Riley Wealth Advisors Inc.6,597$307K0.0%-4.1%0.034%
11/24/2023EP Wealth Advisors LLC5,325$248K0.0%-27.6%0.028%
11/21/2023 Tompkins Financial Corp2,000$93K0.0%-16.7%0.010%
11/16/2023Resources Management Corp CT ADV1,750$81K0.0%N/A0.009%
11/15/2023Baker Avenue Asset Management LP1,500$70K0.0%N/A0.008%
11/15/2023 Key Client Fiduciary Advisors LLC8,604$400K0.2%+4.9%0.045%
11/14/2023Jones Financial Companies Lllp1,704$79K0.0%N/A0.009%
11/13/2023LPL Financial LLC105,058$4.89M0.0%-4.4%0.548%
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11/13/2023Kestra Advisory Services LLC5,542$258K0.0%-5.2%0.029%
11/13/2023FCA Corp TX57,000$2.65M0.9%+2.4%0.297%
11/9/2023Kovitz Investment Group Partners LLC45,013$2.09M0.0%+1.4%0.235%
11/9/2023UBS Group AG463,806$21.58M0.0%+4.2%2.421%
11/8/2023Wade G W & Inc.15,939$741K0.0%+3.9%0.083%
11/8/2023 HighTower Advisors LLC55,246$2.57M0.0%N/A0.288%
11/8/2023 Janney Montgomery Scott LLC7,634$355K0.0%+3.2%0.040%
11/8/2023Atria Wealth Solutions Inc.11,115$517K0.0%-2.2%0.058%
11/8/2023Exencial Wealth Advisors LLC11,123$517K0.0%-2.5%0.058%
11/8/2023J.P. Morgan Private Wealth Advisors LLC9,003$419K0.0%-60.7%0.047%
(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, 146 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. ($32.03M), Weatherly Asset Management L. P. ($26.25M), UBS Group AG ($24.33M), Prism Advisors Inc. ($14.96M), Cetera Advisor Networks LLC ($8.18M), Money Design Co. Ltd. ($6.91M), and Cambridge Investment Research Advisors Inc. ($6.19M).Learn more on CGW's institutional investors.

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

Of the 125 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: Money Design Co. Ltd. ($218.94K), International Assets Investment Management LLC ($94.99K), Simplicity Wealth LLC ($68.11K), Bleakley Financial Group LLC ($66.85K), Stratos Wealth Partners LTD. ($65.25K), Financial Advocates Investment Management ($64.02K), and Bank of Montreal Can ($56.14K).

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

Institutional investors have bought a total of 1,895,452 shares in the last 24 months. This purchase volume represents approximately $93.53M in transactions.

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

Of the 72 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: Forefront Analytics LLC ($308.01K), National Bank of Canada FI ($214.15K), Money Design Co. Ltd. ($88.66K), UBS Group AG ($42.05K), Weatherly Asset Management L. P. ($35.96K), Financial Advocates Investment Management ($34.48K), and Commonwealth Equity Services LLC ($34.08K).

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

Institutional investors have sold a total of 1,151,860 shares in the last 24 months. This volume of shares sold represents approximately $58.01M in transactions.


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This page (NYSEARCA:CGW) was last updated on 5/8/2024 by MarketBeat.com Staff

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