Who Owns Invesco S&P Global Water Index ETF (CGW)?Hedge Fund & Institutional Holders

$63.58-0.27 (-0.42%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$51.36$55.73$60.11$64.48$68.86Sep 24Jun 25Mar 26

CGW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+12K+$27.0B
WEATHERLY ASSET MANAGEMENT L. P.New Position+403K+$25.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+92K+$5.0B
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+59K+$3.7B
Koss-Olinger Consulting, LLCNew Position+39K+$2.5B
Cambria Investment Management, L.P.New Position+45K+$2.0B
JONES FINANCIAL COMPANIES LLLPNew Position+32K+$2.0B
Cullen Capital Management, LLCNew Position+27K+$1.7B
Lynx Investment AdvisoryNew Position+26K+$1.6B
Wealthspire Retirement, LLCNew Position+21K+$1.3B
Comprehensive Money Management Services LLCNew Position+16K+$1.0B
Diversified Trust CoNew Position+11K+$661.0M
TPG Advisors LLCNew Position+7K+$447.0M
Financial Perspectives, IncNew Position+7K+$440.0M
Farther Finance Advisors, LLCIncreased+7K+$421.9M

CGW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-81K-$5.3B
CITADEL ADVISORS LLCClosed Position-73K-$4.7B
Kovitz Investment Group Partners, LLCClosed Position-64K-$4.1B
UBS Group AGDecreased-54K-$4.0B
Prism Advisors, Inc.Decreased-46K-$3.0B
First Affirmative Financial NetworkClosed Position-47K-$2.9B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$2.0B
OSAIC HOLDINGS, INC.Decreased-18K-$1.8B
FIDUCIARY TRUST CODecreased-861-$1.6B
JANE STREET GROUP, LLCClosed Position-24K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$1.4B
Rockefeller Capital Management L.P.Decreased-125-$1.1B
Aptus Capital Advisors, LLCDecreased-646-$1.0B
Mariner, LLCDecreased-40-$905.3M
Larson Financial Group LLCDecreased-3K-$508.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Conservest Capital Advisors, Inc.507,186$32.0B2.88%Share
2UBS Group AG443,888$28.0B0.00%Share
3WEATHERLY ASSET MANAGEMENT L. P.403,007$25.4B1.95%Share
41832 Asset Management L.P.337,517$21.0B0.02%Share
5BANK OF AMERICA CORP /DE/212,724$13.0B0.00%Share
6BANK OF AMERICA CORP /DE/192,270$12.0B0.00%Share
7AMERIPRISE FINANCIAL INC154,273$9.0B0.00%Share
8Addison Advisors LLC102,323$6.4B1.45%Share
9WELLS FARGO & COMPANY/MN103,364$6.0B0.00%Share
10Baron Financial Group, LLC84,785$5.3B2.86%Share
11COMMONWEALTH EQUITY SERVICES, LLC92,118$5.0B0.01%Share
12Steward Partners Investment Advisory, LLC83,035$5.0B0.03%Share
13RAYMOND JAMES FINANCIAL INC71,031$4.0B0.00%Share
14GRIMES & Co WEALTH MANAGEMENT, LLC58,662$3.7B0.09%Share
15FCA CORP /TX51,716$3.3B0.92%Share
16FIDUCIARY TRUST CO57,973$3.0B0.03%Share
17ROYAL BANK OF CANADA48,834$3.0B0.00%Share
18Koss-Olinger Consulting, LLC39,252$2.5B0.19%Share
19Wealthcare Advisory Partners LLC35,741$2.3B0.04%Share
20WELLS FARGO & COMPANY/MN43,955$2.0B0.00%Share
21BANK OF AMERICA CORP /DE/32,074$2.0B0.00%Share
22Rockefeller Capital Management L.P.32,805$2.0B0.00%Share
23JONES FINANCIAL COMPANIES LLLP32,134$2.0B0.00%Share
24RAYMOND JAMES FINANCIAL INC46,870$2.0B0.00%Share
25Cambria Investment Management, L.P.45,014$2.0B0.12%Share
261 NORTH WEALTH SERVICES LLC30,999$2.0B0.69%Share
27CREATIVE FINANCIAL DESIGNS INC /ADV28,593$1.8B0.11%Share
28Cullen Capital Management, LLC27,203$1.7B0.02%Share
29Wealthspire Retirement, LLC21,282$1.3B0.08%Share
30Prism Advisors, Inc.20,991$1.3B0.35%Share
31Lynx Investment Advisory19,553$1.2B0.67%Share
32Widmann Financial Services, Inc.16,568$1.0B0.64%Share
33Comprehensive Money Management Services LLC16,476$1.0B0.72%Share
34Allodium Investment Consultants, LLC16,408$1.0B0.52%Share
35US BANCORP \DE\15,929$1.0B0.00%Share
36SUSQUEHANNA INTERNATIONAL GROUP, LLP18,146$1.0B0.00%Share
37NORTHERN TRUST CORP18,300$1.0B0.00%Share
38Rockefeller Capital Management L.P.24,974$1.0B0.00%Share
39EVOKE WEALTH, LLC19,493$1.0B0.02%Share
40OSAIC HOLDINGS, INC.24,904$1.0B0.00%Share
41Stratos Wealth Partners, LTD.12,273$773.0M0.01%Share
42Balanced Rock Investment Advisors LLC11,162$703.0M0.50%Share
43Diversified Trust Co10,500$661.0M0.01%Share
44Farther Finance Advisors, LLC8,547$538.0M0.01%Share
45COMERICA BANK7,397$466.0M0.00%Share
46TPG Advisors LLC7,104$447.0M0.28%Share
47Financial Perspectives, Inc6,984$440.0M0.12%Share
48Beta Wealth Group, Inc.6,804$428.0M0.17%Share
49Glen Eagle Advisors, LLC6,557$413.0M0.06%Share
50Lynx Investment Advisory6,350$400.0M0.22%Share

CGW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025204$233.4B+81
Q3 2025123$228.5B-66
Q2 2025189$288.8B+0
Q1 2025189$306.7B+23
Q4 2024166$10.6T+27
Q3 2024139$30.6T+3
Q2 2024136$28.7T+10
Q1 2024126$1054.9T—

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As of Q4 2025, 50 institutional investors hold CGW (Invesco S&P Global Water Index ETF). The largest holder is Conservest Capital Advisors, Inc. with $32.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CGW?

As of Q4 2025, 50 institutional investors report holding CGW (Invesco S&P Global Water Index ETF) in their 13F filings.

Who is the largest institutional holder of CGW?

The largest institutional holder of CGW is Conservest Capital Advisors, Inc. with $32.0B in shares.

Is institutional ownership of CGW increasing or decreasing?

This quarter, 13 institutions opened new positions in CGW and 4 closed their positions.