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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,0663,066$201.53KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-12,072-38.7%19,086$1.25MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+6,9606,960$457.51KQ2 2026Aug 27, 2026
Archer Investment CorpBuy+135135$8.87KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-3-0.1%5,869$385.77KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,338+19.6%38,713$2.54MQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-5,229-12.5%36,639$2.41MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+1,102+9.6%12,634$830.44KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+174,424174,424$11.47MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-42,648-73.4%15,418$1.01MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+26,543+5.5%507,320$33.35MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+23,826+19.8%144,267$9.48MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+19,791+733.0%22,491$1.48MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+7,4867,486$492.06KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,579+18.7%41,763$2.74MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+6,0236,023$395.89KQ2 2026Aug 14, 2026
Cambria Investment Management, L.P.Sell-5,229-12.5%36,639$2.41MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+3,8603,860$253.72KQ2 2026Aug 14, 2026
Clifford Group, LlcBuy+3,1883,188$209.55KQ2 2026Aug 14, 2026
Laird Norton Wetherby Trust Company, LlcBuy+3,0913,091$203.17KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-2,288-12.2%16,516$1.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,228-6.8%30,523$2.01MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-1,800-11.5%13,877$912.13KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,534+2.6%61,557$4.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+528+0.3%158,422$10.41MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+496496$32.61KQ2 2026Aug 14, 2026
Widmann Financial Services, Inc.Buy+417+2.5%17,161$1.13MQ2 2026Aug 14, 2026
Toronto Dominion BankBuy+370370$24.32KQ2 2026Aug 14, 2026
Efg International AgBuy+360360$23.66KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-320-11.8%2,391$157.13KQ2 2026Aug 14, 2026
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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.