INVESCO S&P GLOBAL WATER IND (CGW) Institutional Ownership

CGW is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $608,922 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $608,922 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's CGW position is now estimated to be worth approximately $597,853.94, representing an estimated loss of -1.82% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward INVESCO S&P GLOBAL WATER IND (CGW).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$608,9229,523
Q4 20251$600,0759,523
Q3 20251$624,2219,717
Q2 20251$444,1257,106
Q2 20221$2876,500
Q1 20221$1,06420,300
Q4 20212$1,19519,716
Q3 20211$5539,900
Q2 20211$2354,387