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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Empowered Funds, Llc, Morgan Stanley, Flow Traders U.S. Llc, Bank Of America Corp, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -1,068 | -0.7% | 157,894 | $10.10M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +159 | — | 159 | $10.18K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +36,084 | +8.1% | 480,777 | $30.74M | Q1 2026 | May 18, 2026 |
| Empowered Funds, Llc | Buy | +41,868 | — | 41,868 | $2.68M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +41,572 | +4.6% | 951,131 | $60.82M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +41,088 | +242.0% | 58,066 | $3.71M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +31,158 | — | 31,158 | $1.99M | Q1 2026 | May 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +25,049 | — | 25,049 | $1.60M | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +8,598 | +16.1% | 61,881 | $3.94M | Q1 2026 | May 15, 2026 |
| Fiduciary Trust Co | Sell | -7,668 | -10.9% | 62,705 | $4.01M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -7,581 | -28.7% | 18,804 | $1.20M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +7,307 | +28.7% | 32,751 | $2.09M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,113 | +18.8% | 32,375 | $2.07M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +3,795 | — | 3,795 | $242.63K | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | Sell | -3,146 | -7.0% | 41,868 | $2.68M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,050 | +9.5% | 35,184 | $2.19M | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Sell | -2,347 | -46.4% | 2,711 | $173.32K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,713 | — | 1,713 | $109.54K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -625 | -3.8% | 15,677 | $1.00M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +397 | +3.3% | 12,342 | $789.18K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +328 | +0.5% | 60,023 | $3.84M | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, Llc | Sell | -250 | -3.8% | 6,307 | $403.27K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +223 | — | 223 | $14.28K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +204 | +6.1% | 3,547 | $226.77K | Q1 2026 | May 15, 2026 |
| Ncm Capital Management, Llc | Sell | -200 | -4.5% | 4,259 | $272.32K | Q1 2026 | May 15, 2026 |
| Widmann Financial Services, Inc. | Buy | +176 | +1.1% | 16,744 | $1.07M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -132 | -0.8% | 17,394 | $1.11M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -81 | -1.4% | 5,872 | $375.46K | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Buy | +76 | +0.9% | 8,966 | $573.29K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -31 | -43.7% | 40 | $2.56K | Q1 2026 | May 15, 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.