CGW Institutional Ownership & Shareholders
INVESCO S&P GLOBAL WATER IND (CGW) is currently held by 205 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $398.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGW tracked by InsiderSet, reporting ownership valued at approximately $67.75M in its June 30, 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 $66.03M, representing an estimated loss of -2.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed CGW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Conservest Capital Advisors, Inc., Bank Of America Corp, 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
205
Total Reported Value
$398.67M
Largest Holder
Morgan Stanley
Largest Position
$67.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
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% | 1,030,712 | $67,748,750 | $66,027,411 | -$1,721,339 | -2.54% | |
| Conservest Capital Advisors, Inc. | 2.67% | 510,148 | $33,532,021 | $32,680,081 | -$851,940 | -2.54% | |
| Bank Of America Corp | 0.00% | 507,320 | $33,346,154 | $32,498,919 | -$847,235 | -2.54% | |
| Ubs Group Ag | 0.01% | 481,635 | $31,657,869 | $30,853,538 | -$804,331 | -2.54% | |
| Weatherly Asset Management L. P. | 1.76% | 400,848 | $24,988,873 | $25,678,323 | +$689,450 | +2.76% | |
| 1832 Asset Management L.P. | 0.03% | 343,468 | $22,576,152 | $22,002,560 | -$573,592 | -2.54% | |
| Cetera Investment Advisers | 0.01% | 190,656 | $12,531,834 | $12,213,423 | -$318,411 | -2.54% | |
| Ameriprise Financial Inc | 0.00% | 174,424 | $11,469,717 | $11,173,601 | -$296,116 | -2.58% | |
| Wells Fargo & Company/Mn | 0.00% | 158,422 | $10,413,093 | $10,148,513 | -$264,580 | -2.54% | |
| Raymond James Financial Inc | 0.00% | 144,267 | $9,482,662 | $9,241,744 | -$240,918 | -2.54% | |
| Lpl Financial Llc | 0.00% | 137,966 | $9,068,493 | $8,838,102 | -$230,391 | -2.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,709 | $5,904,166 | $6,067,059 | +$162,893 | +2.76% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 84,852 | $5,577,309 | $5,435,619 | -$141,690 | -2.54% | |
| Baron Financial Group, Llc | 2.51% | 82,603 | $5,149,472 | $5,291,548 | +$142,076 | +2.76% | |
| Bleakley Financial Group, Llc | 0.05% | 64,989 | $4,271,740 | $4,163,195 | -$108,545 | -2.54% | |
| Royal Bank Of Canada | 0.00% | 61,557 | $4,046,000 | $3,943,341 | -$102,659 | -2.54% | |
| Rockefeller Capital Management L.P. | 0.01% | 61,397 | $4,035,660 | $3,933,092 | -$102,568 | -2.54% | |
| Fiduciary Trust Co | 0.04% | 59,787 | $3,929,800 | $3,829,955 | -$99,845 | -2.54% | |
| Fca Corp | 0.88% | 54,537 | $3,584,729 | $3,493,640 | -$91,089 | -2.54% | |
| Envestnet Asset Management Inc | 0.00% | 51,045 | $3,355,158 | $3,269,943 | -$85,215 | -2.54% | |
| National Bank Of Canada | 0.00% | 50,881 | $3,336,470 | $3,259,437 | -$77,033 | -2.31% | |
| Grimes & Co Wealth Management, Llc | 0.08% | 53,266 | $3,320,618 | $3,412,220 | +$91,602 | +2.76% | |
| Addison Advisors Llc | 1.33% | 42,997 | $2,826,193 | $2,754,388 | -$71,805 | -2.54% | |
| Jones Financial Companies Lllp | 0.00% | 41,763 | $2,739,640 | $2,675,338 | -$64,302 | -2.35% | |
| Wealthcare Advisory Partners Llc | 0.04% | 41,018 | $2,557,068 | $2,627,613 | +$70,545 | +2.76% | |
| Beacon Pointe Advisors, Llc | 0.01% | 38,713 | $2,544,605 | $2,479,955 | -$64,650 | -2.54% | |
| Bnp Paribas Financial Markets | 0.00% | 37,295 | $2,451,400 | $2,389,118 | -$62,282 | -2.54% | |
| Cambria Investment Management, L.P. | 0.12% | 36,639 | $2,408,281 | $2,347,094 | -$61,187 | -2.54% | |
| Empowered Funds, Llc | 0.01% | 36,639 | $2,408,281 | $2,347,094 | -$61,187 | -2.54% | |
| Creative Financial Designs Inc | 0.10% | 32,408 | $2,130,169 | $2,076,056 | -$54,113 | -2.54% | |
| 1 North Wealth Services Llc | 0.69% | 32,299 | $2,123,013 | $2,069,074 | -$53,939 | -2.54% | |
| Osaic Holdings, Inc. | 0.00% | 30,523 | $2,006,555 | $1,955,303 | -$51,252 | -2.55% | |
| Principal Securities, Inc. | 0.02% | 29,462 | $1,936,546 | $1,887,336 | -$49,210 | -2.54% | |
| Lynx Investment Advisory | 0.62% | 30,089 | $1,875,729 | $1,927,501 | +$51,772 | +2.76% | |
| Koss-Olinger Consulting, Llc | 0.14% | 28,393 | $1,866,272 | $1,818,856 | -$47,416 | -2.54% | |
| Hilltop Holdings Inc. | 0.12% | 22,714 | $1,492,991 | $1,455,059 | -$37,932 | -2.54% | |
| Mai Capital Management | 0.01% | 22,491 | $1,478,348 | $1,440,773 | -$37,575 | -2.54% | |
| Meridian Wealth Management, Llc | 0.04% | 21,742 | $1,429,102 | $1,392,793 | -$36,309 | -2.54% | |
| Wealthspire Retirement, Llc | 0.07% | 20,394 | $1,340,526 | $1,306,440 | -$34,086 | -2.54% | |
| Prism Advisors, Inc. | 0.33% | 20,890 | $1,329,649 | $1,338,213 | +$8,564 | +0.64% | |
| Northern Trust Corp | 0.00% | 19,300 | $1,268,589 | $1,236,358 | -$32,231 | -2.54% | |
| Citadel Advisors Llc | 0.00% | 19,086 | $1,254,523 | $1,222,649 | -$31,874 | -2.54% | |
| Widmann Financial Services, Inc. | 0.60% | 17,161 | $1,128,004 | $1,099,334 | -$28,670 | -2.54% | |
| Us Bancorp \De\ | 0.00% | 17,134 | $1,126,218 | $1,097,604 | -$28,614 | -2.54% | |
| Susquehanna International Group, Llp | 0.00% | 16,516 | $1,085,597 | $1,058,015 | -$27,582 | -2.54% | |
| Comprehensive Money Management Services Llc | 0.66% | 15,851 | $1,041,912 | $1,015,415 | -$26,497 | -2.54% | |
| Apella Capital, Llc | 0.01% | 16,406 | $1,035,087 | $1,050,968 | +$15,881 | +1.53% | |
| Flow Traders U.S. Llc | 0.04% | 15,418 | $1,013,000 | $987,677 | -$25,323 | -2.50% | |
| Fifth Third Bancorp | 0.00% | 15,223 | $1,000,608 | $975,185 | -$25,423 | -2.54% | |
| Phoenix Wealth Advisors | 0.33% | 14,770 | $970,832 | $946,166 | -$24,666 | -2.54% |
Frequently asked questions about CGW
Who are the largest institutional holders of CGW?
The largest institutional holders of CGW reported in the latest SEC Form 13F filings include Morgan Stanley, Conservest Capital Advisors, Inc., Bank Of America Corp, Ubs Group Ag, and Weatherly Asset Management L. P.. InsiderSet ranks institutional holders by their latest reported CGW position.
What is CGW institutional ownership?
This page tracks CGW positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P GLOBAL WATER IND (CGW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGW?
InsiderSet currently tracks 205 institutional managers reporting CGW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGW shareholders.
How much CGW stock do institutions own?
Institutional investment managers disclosed approximately $398.67M in CGW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGW institutional ownership last updated?
The latest CGW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGW position after the reporting date.
Are institutions buying or selling CGW?
Institutional buying and selling can be analyzed by comparing CGW positions across consecutive 13F reporting periods. InsiderSet's CGW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGW ownership changes.
How has CGW institutional ownership changed over time?
InsiderSet tracks CGW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.