INVESCO S&P GLOBAL WATER IND (CGW) Institutional Ownership Changes & 13F Activity
INVESCO S&P GLOBAL WATER IND (CGW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Flow Traders U.S. Llc, Bank Of America Corp, Raymond James Financial Inc, and Mai Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,066 | — | 3,066 | $201.53K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -12,072 | -38.7% | 19,086 | $1.25M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +6,960 | — | 6,960 | $457.51K | Q2 2026 | Aug 27, 2026 |
| Archer Investment Corp | Buy | +135 | — | 135 | $8.87K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -3 | -0.1% | 5,869 | $385.77K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,338 | +19.6% | 38,713 | $2.54M | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -5,229 | -12.5% | 36,639 | $2.41M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +1,102 | +9.6% | 12,634 | $830.44K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +174,424 | — | 174,424 | $11.47M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -42,648 | -73.4% | 15,418 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +26,543 | +5.5% | 507,320 | $33.35M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +23,826 | +19.8% | 144,267 | $9.48M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +19,791 | +733.0% | 22,491 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +7,486 | — | 7,486 | $492.06K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,579 | +18.7% | 41,763 | $2.74M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +6,023 | — | 6,023 | $395.89K | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | Sell | -5,229 | -12.5% | 36,639 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +3,860 | — | 3,860 | $253.72K | Q2 2026 | Aug 14, 2026 |
| Clifford Group, Llc | Buy | +3,188 | — | 3,188 | $209.55K | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, Llc | Buy | +3,091 | — | 3,091 | $203.17K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,288 | -12.2% | 16,516 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -2,228 | -6.8% | 30,523 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -1,800 | -11.5% | 13,877 | $912.13K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,534 | +2.6% | 61,557 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +528 | +0.3% | 158,422 | $10.41M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +496 | — | 496 | $32.61K | Q2 2026 | Aug 14, 2026 |
| Widmann Financial Services, Inc. | Buy | +417 | +2.5% | 17,161 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Buy | +370 | — | 370 | $24.32K | Q2 2026 | Aug 14, 2026 |
| Efg International Ag | Buy | +360 | — | 360 | $23.66K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -320 | -11.8% | 2,391 | $157.13K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CGW activity
Which institutional owners are buying CGW?
Institutional owners buying CGW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CGW activity?
"Buy" means an investor increased their reported position in CGW compared to the prior reporting period. This reflects growing exposure to INVESCO S&P GLOBAL WATER IND (CGW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGW increasing?
Institutional interest in CGW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.