INVESCO S&P GLOBAL WATER IND CGW
$65.81
+0.7% 52w: $59.55 – $68.86
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data59.5564.2068.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
202
-4 QoQ
13F value
$411.9M
+7.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 951.1K | $60.8M | 0.0% | +4.6% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 498.2K | $31.9M | 2.9% | -1.8% |
| UBS Group AG | Bank broker | 488.1K | $31.2M | 0.0% | +9.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 480.8K | $30.7M | 0.0% | +8.1% |
| WEATHERLY ASSET MANAGEMENT L. P. ★2 | Fundamental diversified | 402.9K | $25.8M | 2.1% | 0.0% |
| 1832 Asset Management L.P. | Other | 343.5K | $22.0M | 0.0% | +1.8% |
| Cetera Investment Advisers | Wealth advisor | 174.6K | $11.2M | 0.0% | +3.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 162.6K | $10.4M | 0.0% | +5.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 157.9K | $10.1M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 137.8K | $8.8M | 0.0% | +0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 122.8K | $7.9M | 0.0% | +20.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 120.4K | $7.7M | 0.0% | +2.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 111.7K | $7.1M | 0.0% | -1.0% |
| HighTower Advisors, LLC | Diversified mechanical | 111.4K | $7.1M | 0.0% | +17.4% |
| Addison Advisors LLC | Wealth advisor | 101.1K | $6.5M | 1.4% | -1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 98.1K | $6.3M | 0.0% | +6.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 84.8K | $5.4M | 0.0% | +2.1% |
| Baron Financial Group, LLC | Wealth advisor | 83.2K | $5.3M | 2.9% | -1.8% |
| Bleakley Financial Group, LLC | Wealth advisor | 65.6K | $4.2M | 0.1% | -2.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 64.3K | $4.1M | 0.0% | +1.1% |
| Fiduciary Trust Co | Other | 62.7K | $4.0M | 0.0% | -10.9% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 61.9K | $3.9M | 0.0% | +16.1% |
| ROYAL BANK OF CANADA | Bank broker | 60.0K | $3.8M | 0.0% | +0.5% |
| FLOW TRADERS U.S. LLC | Market maker | 58.1K | $3.7M | 0.1% | +242.0% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 57.5K | $3.7M | 0.1% | -2.0% |
| FCA CORP /TX | Wealth advisor | 53.0K | $3.4M | 1.0% | +2.5% |
| JANE STREET GROUP, LLC | Market maker | 52.2K | $3.3M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 49.7K | $3.2M | 0.0% | +58.4% |
| Empowered Funds, LLC | Diversified mechanical | 41.9K | $2.7M | 0.0% | New |
| Cambria Investment Management, L.P. | Other | 41.9K | $2.7M | 0.1% | -7.0% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 39.3K | $2.5M | 0.2% | +0.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 37.3K | $2.4M | 0.0% | +4.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 37.3K | $2.4M | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 35.2K | $2.2M | 0.0% | +9.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.8K | $2.1M | 0.0% | +28.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 32.4K | $2.1M | 0.0% | +18.8% |
| 1 NORTH WEALTH SERVICES LLC | Wealth advisor | 32.0K | $2.0M | 0.7% | +3.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 31.2K | $2.0M | 0.0% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 29.4K | $1.9M | 0.1% | +2.7% |
| Lynx Investment Advisory | Wealth advisor | 25.9K | $1.7M | 0.8% | Held |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 25.0K | $1.6M | 0.0% | New |
| Meridian Wealth Management, LLC | Other | 22.0K | $1.4M | 0.0% | +5.8% |
| Prism Advisors, Inc. | Wealth advisor | 21.0K | $1.3M | 0.4% | Held |
| NORTHERN TRUST CORP | Index provider | 20.3K | $1.3M | 0.0% | +5.2% |
| EVOKE WEALTH, LLC | Wealth advisor | 19.5K | $1.2M | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 18.8K | $1.2M | 0.0% | -28.7% |
| US BANCORP \DE\ | Wealth advisor | 17.4K | $1.1M | 0.0% | -0.8% |
| Hilltop Holdings Inc. | Other | 17.2K | $1.1M | 0.1% | New |
| Widmann Financial Services, Inc. | Other | 16.7K | $1.1M | 0.6% | +1.1% |
| Apella Capital, LLC | Wealth advisor | 16.1K | $1.1M | 0.0% | -3.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.