Free Trial

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

Invesco S&P Global Water Index ETF logo
$54.77 +0.50 (+0.92%)
(As of 04:45 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P Global Water Index ETF (NYSEARCA:CGW)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$78.43M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$43.72M
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.

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
11/18/2024 TD Private Client Wealth LLC658$40K0.0%+509.3%0.004%
11/15/2024 National Bank of Canada FI56,101$3.43M0.0%-9.3%0.321%
11/15/2024 Glen Eagle Advisors LLC7,257$444K0.1%-3.7%0.042%
11/15/2024 Jane Street Group LLC136,784$8.37M0.0%+271.1%0.783%
11/15/2024 Kovitz Investment Group Partners LLC46,523$2.85M0.0%-1.5%0.266%
11/15/2024 HighTower Advisors LLC57,162$3.49M0.0%+0.9%0.327%
11/14/2024 Widmann Financial Services Inc.14,641$896K0.7%+6.0%0.084%
11/14/2024 Flow Traders U.S. LLC27,088$1.66M0.1%N/A0.155%
11/14/2024 Rockefeller Capital Management L.P.56,927$3.48M0.0%-2.7%0.326%
11/14/2024 Fiduciary Trust Co77,733$4.76M0.1%-1.7%0.445%
11/13/2024 BNP Paribas Financial Markets29,776$1.82M0.0%-16.3%0.170%
11/13/2024 FMR LLC11,637$712K0.0%+37.2%0.067%
11/12/2024Larson Financial Group LLC10,060$616K0.0%+550.7%0.058%
11/12/2024 Nwam LLC3,962$242K0.0%N/A0.023%
11/6/2024 Meridian Investment Counsel Inc.5,900$361K0.1%-14.5%0.034%
11/6/2024 Schrum Private Wealth Management LLC5,150$315K0.2%+38.6%0.029%
11/5/2024 Lynx Investment Advisory46,642$2.85M2.1%-0.7%0.267%
11/4/2024 Addison Advisors LLC94,499$5.78M1.6%+6.7%0.541%
11/4/2024 Sigma Planning Corp4,591$281K0.0%-8.1%0.026%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.9,309$570K0.2%-11.1%0.053%
10/29/2024 Conservest Capital Advisors Inc.571,788$34.99M3.5%+6.3%3.271%
10/29/2024 Weatherly Asset Management L. P.450,867$27.59M2.4%-1.0%2.579%
10/28/2024 Focus Financial Network Inc.42,993$2.63M0.1%-0.8%0.246%
10/25/2024 Financial Advocates Investment Management28,086$1.72M0.1%+1.1%0.161%
10/24/2024 Concord Wealth Partners9,003$551K0.1%-42.3%0.052%
10/24/2024 Wealth Enhancement Advisory Services LLC13,608$833K0.0%-16.3%0.078%
10/22/2024 Private Advisor Group LLC4,676$286K0.0%-9.7%0.027%
10/21/2024 Koss Olinger Consulting LLC59,339$3.63M0.3%+1.9%0.339%
10/18/2024Baron Financial Group LLC91,943$5.63M3.4%-3.0%0.526%
10/18/2024Raymond James & Associates90,158$5.52M0.0%+3.0%0.516%
10/16/2024 Bleakley Financial Group LLC65,603$4.02M0.1%-2.6%0.375%
10/16/2024 Prism Advisors Inc.96,231$5.89M1.7%-6.5%0.551%
10/11/2024 Creative Planning7,025$430K0.0%+8.0%0.040%
10/11/2024 Fiduciary Alliance LLC5,787$354K0.0%-44.5%0.033%
10/10/2024 First Affirmative Financial Network37,946$2.32M1.3%-1.0%0.217%
10/9/2024 Money Design Co. Ltd.63,298$3.87M0.2%-16.1%0.362%
10/8/2024 CWM LLC2,473$151K0.0%-18.6%0.014%
10/8/2024 Mather Group LLC.486$30K0.0%-45.1%0.003%
10/3/2024 Park Avenue Securities LLC16,605$1.02M0.0%-5.8%0.095%
10/1/2024 Bridge Advisory LLC22,506$1.38M0.7%-1.7%0.129%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

9/5/2024 Sanctuary Advisors LLC10,066$557K0.0%N/A0.058%
8/22/2024 Cetera Investment Advisers193,113$10.68M0.0%-18.3%1.105%
8/16/2024 Northwestern Mutual Wealth Management Co.50,868$2.81M0.0%+2.7%0.291%
8/16/2024 Creative Planning6,504$360K0.0%+3.4%0.037%
8/14/2024 Mill Creek Capital Advisors LLC35,069$1.94M0.0%N/A0.201%
8/14/2024 Bank of Montreal Can6,728$383K0.0%+46.6%0.038%
8/14/2024 1832 Asset Management L.P.340,410$18.82M0.0%-6.3%1.947%
8/13/2024 TPG Advisors LLC6,866$380K0.3%N/A0.039%
8/9/2024 Greenwich Wealth Management LLC12,772$706K0.1%-3.4%0.073%
8/8/2024 Pinkerton Retirement Specialists LLC4,235$234K0.0%N/A0.024%
8/6/2024 Koss Olinger Consulting LLC58,230$3.22M0.3%N/A0.333%
8/5/2024 Addison Advisors LLC88,526$4.90M1.6%+4.7%0.506%
8/2/2024Larson Financial Group LLC1,546$85K0.0%N/A0.009%
8/1/2024 TIAA Trust National Association9,000$498K0.0%-3.5%0.051%
8/1/2024 Summit Financial LLC4,015$222K0.0%+7.6%0.023%
7/31/2024 Weatherly Asset Management L. P.455,623$25.19M2.3%-3.6%2.607%
7/31/2024Commonwealth Equity Services LLC105,253$5.82M0.0%-1.1%0.602%
7/30/2024 International Assets Investment Management LLC1,792$99K0.0%N/A0.010%
7/29/2024 Ameritas Advisory Services LLC12,580$696K0.0%-44.9%0.072%
7/29/2024 Financial Advocates Investment Management27,786$1.54M0.1%-2.3%0.159%
7/26/2024 Cambridge Investment Research Advisors Inc.114,106$6.31M0.0%+2.4%0.653%
7/23/2024 Bridge Advisory LLC22,887$1.27M0.6%-5.4%0.131%
7/22/2024Baron Financial Group LLC94,788$5.24M3.3%-2.6%0.542%
7/22/2024 Focus Financial Network Inc.43,325$2.55M0.1%-0.9%0.248%
7/19/2024Raymond James & Associates87,506$4.84M0.0%+5.6%0.501%
7/16/2024Key Client Fiduciary Advisors LLC6,730$372K0.2%-7.1%0.039%
7/10/2024 Simplicity Wealth LLC67,348$3.72M0.1%-1.1%0.385%
7/10/2024 Prism Advisors Inc.102,942$5.69M1.7%-61.8%0.589%
7/10/2024 First Affirmative Financial Network38,328$2.12M1.5%-1.5%0.219%
7/10/2024 Fiduciary Alliance LLC10,436$571K0.1%-28.6%0.060%
7/9/2024 Park Avenue Securities LLC17,621$974K0.0%+12.2%0.101%
7/9/2024 Lynx Investment Advisory46,964$2.60M1.9%N/A0.269%
7/9/2024 Mather Group LLC.886$49K0.0%+82.3%0.005%
5/24/2024Cetera Advisors LLC79,286$4.40M0.0%-6.7%0.454%
5/24/2024 Cetera Investment Advisers236,369$13.13M0.0%+3,290.3%1.352%
5/17/2024 Comerica Bank17,991$999K0.0%-5.2%0.103%
5/16/2024 Jane Street Group LLC78,260$4.35M0.0%-54.8%0.448%
5/16/2024 B. Riley Wealth Advisors Inc.6,597$366K0.0%+67.5%0.038%
5/15/2024 1832 Asset Management L.P.363,371$20.18M0.0%+34,506.8%2.079%
5/14/2024 EP Wealth Advisors LLC4,570$254K0.0%-6.3%0.026%
5/13/2024 Balanced Rock Investment Advisors LLC10,382$577K0.5%-26.0%0.059%
5/10/2024 Nwam LLC3,962$228K0.0%N/A0.023%
5/8/2024 Bleakley Financial Group LLC68,111$3.78M0.1%+3.0%0.390%
5/8/2024 US 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%
4/30/2024 Concord Wealth Partners20,895$1.16M0.2%-25.1%0.118%
We recommended Palantir in 2021, now we’re recommending this... (Ad)

My research indicates there is only one investment that can meet AI's unprecedented demand for energy.

Click to get the name and ticker symbol
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%
4/23/2024Raymond James Financial Services Advisors Inc.29,314$1.63M0.0%-3.1%0.165%
(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, 143 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. ($34.99M), Weatherly Asset Management L. P. ($27.59M), UBS Group AG ($24.33M), 1832 Asset Management L.P. ($18.82M), Cetera Investment Advisers ($10.68M), Jane Street Group LLC ($8.37M), and Cetera Advisor Networks LLC ($8.18M).Learn more on CGW's institutional investors.

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

Of the 118 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: 1832 Asset Management L.P. ($362.32K), Cetera Investment Advisers ($229.40K), Money Design Co. Ltd. ($218.94K), Jane Street Group LLC ($99.92K), International Assets Investment Management LLC ($96.78K), Koss Olinger Consulting LLC ($71.71K), and Bleakley Financial Group LLC ($68.82K).

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

Institutional investors have bought a total of 2,377,815 shares in the last 24 months. This purchase volume represents approximately $125.90M in transactions.

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

Of the 75 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: National Bank of Canada FI ($219.89K), Prism Advisors Inc. ($190.49K), Money Design Co. Ltd. ($100.76K), Jane Street Group LLC ($95.07K), Cetera Investment Advisers ($46.05K), Weatherly Asset Management L. P. ($43.52K), and UBS Group AG ($39.20K).

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

Institutional investors have sold a total of 1,158,115 shares in the last 24 months. This volume of shares sold represents approximately $61.21M in transactions.



This page (NYSEARCA:CGW) was last updated on 12/24/2024 by MarketBeat.com Staff
From Our Partners