INVESCO S&P GLOBAL WATER IND (CGW) Institutional Shareholders
INVESCO S&P GLOBAL WATER IND (CGW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $402.20M in CGW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGW tracked by InsiderSet, reporting ownership valued at approximately $60.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $62.08M, representing an estimated gain of +2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed CGW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Conservest Capital Advisors, Inc., Ubs Group Ag, and several other long-term asset managers with concentrated positions in INVESCO S&P GLOBAL WATER IND (CGW).
This page ranks the largest institutional CGW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
202
Total Reported Value
$402.20M
Largest Holder
Morgan Stanley
Largest Position
$60.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 951,131 | $60,815,360 | $62,080,320 | +$1,264,960 | +2.08% | |
| Conservest Capital Advisors, Inc. | 2.67% | 510,148 | $33,532,021 | $33,297,360 | -$234,661 | -0.70% | |
| Ubs Group Ag | 0.01% | 488,128 | $31,210,904 | $31,860,115 | +$649,211 | +2.08% | |
| Bank Of America Corp | 0.00% | 480,777 | $30,740,904 | $31,380,315 | +$639,411 | +2.08% | |
| Weatherly Asset Management L. P. | 1.88% | 400,837 | $26,347,026 | $26,162,631 | -$184,395 | -0.70% | |
| 1832 Asset Management L.P. | 0.03% | 343,468 | $21,961,344 | $22,418,156 | +$456,812 | +2.08% | |
| Cetera Investment Advisers | 0.01% | 174,565 | $11,161,691 | $11,393,858 | +$232,167 | +2.08% | |
| Ameriprise Financial Inc | 0.00% | 162,586 | $10,403,221 | $10,611,988 | +$208,767 | +2.01% | |
| Wells Fargo & Company/Mn | 0.00% | 157,894 | $10,095,711 | $10,305,741 | +$210,030 | +2.08% | |
| Lpl Financial Llc | 0.00% | 137,759 | $8,808,309 | $8,991,530 | +$183,221 | +2.08% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 122,847 | $7,854,800 | $8,018,224 | +$163,424 | +2.08% | |
| Raymond James Financial Inc | 0.00% | 120,441 | $7,701,032 | $7,861,184 | +$160,152 | +2.08% | |
| Hightower Advisors, Llc | 0.01% | 111,447 | $7,125,881 | $7,274,146 | +$148,265 | +2.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 100,763 | $6,623,160 | $6,576,801 | -$46,359 | -0.70% | |
| Addison Advisors Llc | 1.43% | 101,097 | $6,464,143 | $6,598,601 | +$134,458 | +2.08% | |
| Baron Financial Group, Llc | 2.59% | 82,725 | $5,437,515 | $5,399,461 | -$38,054 | -0.70% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 84,768 | $5,420,054 | $5,532,807 | +$112,753 | +2.08% | |
| Bleakley Financial Group, Llc | 0.07% | 65,605 | $4,194,796 | $4,282,038 | +$87,242 | +2.08% | |
| Rockefeller Capital Management L.P. | 0.01% | 64,341 | $4,114,048 | $4,199,537 | +$85,489 | +2.08% | |
| Fiduciary Trust Co | 0.05% | 62,705 | $4,009,358 | $4,092,755 | +$83,397 | +2.08% | |
| National Bank Of Canada | 0.00% | 61,881 | $3,943,409 | $4,038,973 | +$95,564 | +2.42% | |
| Royal Bank Of Canada | 0.00% | 60,023 | $3,838,000 | $3,917,701 | +$79,701 | +2.08% | |
| Grimes & Co Wealth Management, Llc | 0.08% | 56,412 | $3,707,953 | $3,682,011 | -$25,942 | -0.70% | |
| Fca Corp | 0.96% | 53,005 | $3,389,120 | $3,459,636 | +$70,516 | +2.08% | |
| Envestnet Asset Management Inc | 0.00% | 51,045 | $3,355,158 | $3,331,707 | -$23,451 | -0.70% | |
| Jane Street Group, Llc | 0.00% | 52,234 | $3,339,842 | $3,409,313 | +$69,471 | +2.08% | |
| Cambria Investment Management, L.P. | 0.15% | 41,868 | $2,677,040 | $2,732,724 | +$55,684 | +2.08% | |
| Empowered Funds, Llc | 0.02% | 41,868 | $2,677,040 | $2,732,724 | +$55,684 | +2.08% | |
| Wealthcare Advisory Partners Llc | 0.05% | 40,163 | $2,639,920 | $2,621,439 | -$18,481 | -0.70% | |
| Koss-Olinger Consulting, Llc | 0.21% | 39,347 | $2,515,847 | $2,568,179 | +$52,332 | +2.08% | |
| Bnp Paribas Financial Markets | 0.00% | 37,295 | $2,384,642 | $2,434,245 | +$49,603 | +2.08% | |
| Jones Financial Companies Lllp | 0.00% | 35,184 | $2,194,785 | $2,296,460 | +$101,675 | +4.63% | |
| Creative Financial Designs Inc | 0.10% | 32,408 | $2,130,169 | $2,115,270 | -$14,899 | -0.70% | |
| 1 North Wealth Services Llc | 0.69% | 32,299 | $2,123,013 | $2,108,156 | -$14,857 | -0.70% | |
| Osaic Holdings, Inc. | 0.00% | 32,751 | $2,094,188 | $2,137,658 | +$43,470 | +2.08% | |
| Beacon Pointe Advisors, Llc | 0.01% | 32,375 | $2,070,059 | $2,113,116 | +$43,057 | +2.08% | |
| Citadel Advisors Llc | 0.00% | 31,158 | $1,992,243 | $2,033,683 | +$41,440 | +2.08% | |
| Lynx Investment Advisory | 0.55% | 25,625 | $1,684,312 | $1,672,544 | -$11,768 | -0.70% | |
| Manufacturers Life Insurance Company, The | 0.00% | 25,049 | $1,601,633 | $1,634,948 | +$33,315 | +2.08% | |
| Meridian Wealth Management, Llc | 0.05% | 22,042 | $1,409,365 | $1,438,681 | +$29,316 | +2.08% | |
| Prism Advisors, Inc. | 0.34% | 20,990 | $1,379,673 | $1,370,017 | -$9,656 | -0.70% | |
| Northern Trust Corp | 0.00% | 20,300 | $1,297,982 | $1,324,981 | +$26,999 | +2.08% | |
| Evoke Wealth, Llc | 0.02% | 19,493 | $1,246,382 | $1,272,308 | +$25,926 | +2.08% | |
| Susquehanna International Group, Llp | 0.00% | 18,804 | $1,202,328 | $1,227,337 | +$25,009 | +2.08% | |
| Us Bancorp \De\ | 0.00% | 17,394 | $1,112,172 | $1,135,306 | +$23,134 | +2.08% | |
| Hilltop Holdings Inc. | 0.10% | 17,207 | $1,100,216 | $1,123,101 | +$22,885 | +2.08% | |
| Widmann Financial Services, Inc. | 0.64% | 16,744 | $1,070,623 | $1,092,881 | +$22,258 | +2.08% | |
| Comprehensive Money Management Services Llc | 0.66% | 15,851 | $1,013,538 | $1,034,595 | +$21,057 | +2.08% | |
| Apella Capital, Llc | 0.01% | 15,336 | $1,003,657 | $1,000,981 | -$2,676 | -0.27% | |
| Cerity Partners Llc | 0.00% | 15,677 | $1,002,387 | $1,023,238 | +$20,851 | +2.08% |
Frequently asked questions about CGW
Who owns the most CGW stock?
The largest holders of CGW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P GLOBAL WATER IND (CGW).
Is CGW widely held by superinvestors?
Many widely followed stocks like CGW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.