Invesco S&P Global Water IndCGWETF

13F holders, Q1 2026 (March 31)
205holders
21new positions
19sold out
1famous investor
$63.94avg. 13F price*

At the end of Q1 2026, 205 institutions reported holding Invesco S&P Global Water Ind (CGW) in their 13F filings, unchanged from Q4 2025. 21 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($60.8M), Conservest Capital Advisors, Inc. ($31.9M) and UBS Group AG ($31.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco S&P Global Water Ind
CUSIP
46138E263
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 183Q1 2024Q2 2024: 186Q2 2024Q3 2024: 190Q3 2024Q4 2024: 191Q4 2024Q1 2025: 191Q1 2025Q2 2025: 206Q2 2025Q3 2025: 205Q3 2025Q4 2025: 205Q4 2025Q1 2026: 205Q1 2026Q2 2026: 218Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions21$13.6M
Exits19$5.8M

All 13F filers, Q4 2025 → Q1 2026: 540,991 shares bought and 156,356 shares sold, net +384,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

Morgan Stanley 0.00% Add +4.6% 951,131 $60.8M
Conservest Capital Advisors, Inc. 2.89% Reduce -1.8% 498,177 $31.9M
UBS Group AG 0.01% Add +9.9% 488,128 $31.2M
Bank of America Corp. 0.00% Add +8.1% 480,777 $30.7M
Weatherly Asset Management L. P. 2.08% Reduce -0.0% 402,922 $25.8M
1832 Asset Management L.P. 0.03% Add +1.8% 343,468 $22.0M
Cetera Investment Advisers 0.01% Add +3.2% 174,565 $11.2M
Ameriprise Financial Inc. 0.00% Add +5.4% 162,586 $10.4M
Wells Fargo & Company 0.00% Reduce -0.7% 157,894 $10.1M
LPL Financial LLC 0.00% Add +0.6% 137,759 $8.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +20.0% 122,847 $7.9M
Raymond James Financial Inc. 0.00% Add +2.1% 120,441 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.0% 111,748 $7.1M
HighTower Advisors, LLC 0.01% Add +17.4% 111,447 $7.1M
Addison Advisors LLC 1.43% Reduce -1.2% 101,097 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +6.5% 98,072 $6.3M
Steward Partners Investment Advisory, LLC 0.03% Add +2.1% 84,768 $5.4M
Baron Financial Group, LLC 2.87% Reduce -1.8% 83,237 $5.3M
Bleakley Financial Group, LLC 0.07% Reduce -2.7% 65,605 $4.2M
Rockefeller Capital Management L.P. 0.01% Add +1.1% 64,341 $4.1M
Fiduciary Trust Co 0.05% Reduce -10.9% 62,705 $4.0M
National Bank of Canada 0.00% Add +16.1% 61,881 $3.9M
Royal Bank of Canada 0.00% Add +0.6% 60,023 $3.8M
Flow Traders U.S. LLC 0.12% Add +242.0% 58,066 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Reduce -2.0% 57,468 $3.7M
Fca Corp. 0.96% Add +2.5% 53,005 $3.4M
Jane Street Group, LLC 0.00% New 52,234 $3.3M
Envestnet Asset Management Inc. 0.00% Add +58.4% 49,652 $3.2M
Cambria Investment Management, L.P. 0.15% Reduce -7.0% 41,868 $2.7M
Empowered Funds, LLC 0.02% New 41,868 $2.7M
Koss-Olinger Consulting, LLC 0.21% Add +0.2% 39,347 $2.5M
Wealthcare Advisory Partners LLC 0.05% Add +4.4% 37,304 $2.4M
BNP Paribas Financial Markets 0.00% No change 37,295 $2.4M
Jones Financial Companies LLLP 0.00% Add +9.5% 35,184 $2.2M
Osaic Holdings, Inc. 0.00% Add +28.7% 32,751 $2.1M
Beacon Pointe Advisors, LLC 0.01% Add +18.8% 32,375 $2.1M
1 North Wealth Services LLC 0.74% Add +3.2% 31,991 $2.0M
Citadel Advisors 0.00% New 31,158 $2.0M
Creative Financial Designs Inc. 0.11% Add +2.8% 29,378 $1.9M
Lynx Investment Advisory 0.79% No change 25,903 $1.7M
Manufacturers Life Insurance Company, The 0.00% New 25,049 $1.6M
Meridian Wealth Management, LLC 0.05% Add +5.8% 22,042 $1.4M
Prism Advisors, Inc. 0.36% No change 20,991 $1.3M
Northern Trust Corp. 0.00% Add +5.2% 20,300 $1.3M
Evoke Wealth, LLC 0.02% No change 19,493 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -28.7% 18,804 $1.2M
US Bancorp \de 0.00% Reduce -0.8% 17,394 $1.1M
Hilltop Holdings Inc. 0.10% New 17,207 $1.1M
Widmann Financial Services, Inc. 0.64% Add +1.1% 16,744 $1.1M
Apella Capital, LLC 0.02% Reduce -3.6% 16,067 $1.1M
Allodium Investment Consultants, LLC 0.49% Reduce -3.2% 15,884 $1.0M
Comprehensive Money Management Services LLC 0.66% Reduce -3.8% 15,851 $1.0M
Cerity Partners LLC 0.00% Reduce -3.8% 15,677 $1.0M
Aptus Capital Advisors, LLC 0.01% Reduce -0.0% 15,269 $976K
Phoenix Wealth Advisors 0.37% New 14,718 $941K
Fifth Third Bancorp 0.00% Add +856.9% 14,354 $918K
Mariner, LLC 0.00% Reduce -4.5% 13,416 $846K
FMR LLC 0.00% Add +3.3% 12,342 $789K
Principal Securities, Inc. 0.01% Add +41.8% 12,336 $789K
Stratos Wealth Partners, LTD. 0.01% Add +0.4% 12,317 $788K
Balanced Rock Investment Advisors LLC 0.52% Add +3.3% 11,532 $737K
Arax Advisory Partners 0.02% Add +3241.2% 11,026 $705K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.1% 10,517 $678K
Kestra Advisory Services, LLC 0.00% Reduce -11.0% 10,438 $667K
Diversified Trust Co. 0.01% Reduce -7.6% 9,700 $620K
Sequoia Financial Advisors, LLC 0.00% No change 9,523 $609K
Perigon Wealth Management, LLC 0.01% Reduce -49.1% 9,334 $597K
Kestra Private Wealth Services, LLC 0.01% Add +3.1% 9,238 $591K
Farther Finance Advisors, LLC 0.01% Add +4.4% 8,920 $576K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 9,000 $575K
NorthRock Partners, LLC 0.01% Add +0.8% 8,966 $573K
BlackRock, Inc. 0.00% New 8,571 $548K
Middleton & Co. Inc. 0.06% No change 8,418 $538K
JPMorgan Chase & Co. 0.00% Add +9.7% 8,175 $513K
Mosaic Financial Group, LLC 0.36% No change 7,919 $506K
Nalls Sherbakoff Group, LLC 0.37% Add +42.9% 7,849 $502K
Exencial Wealth Advisors, LLC 0.02% Add +3.0% 7,778 $497K
Janney Montgomery Scott LLC 0.00% Reduce -1.9% 7,648 $489K
Creative Planning 0.00% Reduce -1.5% 7,504 $480K
Composition Wealth, LLC 0.01% Reduce -13.9% 7,500 $480K
Keel Point, LLC 0.03% No change 7,486 $479K
CIBC Bancorp USA Inc. 0.00% — 7,199 $460K
TPG Advisors LLC 0.28% Reduce -0.1% 7,095 $454K
Financial Perspectives, Inc 0.13% Add +0.4% 7,009 $448K
Beta Wealth Group, Inc. 0.18% Add +1.6% 6,915 $442K
VestGen Advisors, LLC 0.01% Add +0.4% 6,534 $415K
Parallel Advisors, LLC 0.01% No change 6,483 $415K
Scotia Capital Inc. 0.00% No change 6,451 $412K
Glen Eagle Advisors, LLC 0.06% Reduce -3.8% 6,307 $403K
Sigma Planning Corp 0.01% No change 6,254 $400K
Key Client Fiduciary Advisors, LLC 0.14% No change 6,146 $393K
First Affirmative Financial Network 0.15% — 5,980 $382K
Meridian Investment Counsel Inc. 0.09% No change 5,900 $377K
Mercer Global Advisors Inc. 0.00% Reduce -1.4% 5,872 $375K
Nations Financial Group Inc, /Ia/ 0.02% No change 5,634 $360K
Bank of Montreal 0.00% Add +30.7% 5,622 $359K
Trust Point Inc. 0.03% No change 5,612 $359K
Citigroup Inc. 0.00% Add +68.2% 5,323 $340K
Gould Asset Management LLC 0.06% Add +5.9% 5,300 $339K
Castle Rock Wealth Management, LLC 0.07% No change 5,197 $335K
Rothschild Capital Partners, LLC 0.08% No change 5,213 $333K
Clearstead Advisors, LLC 0.00% No change 5,125 $328K
Lantern Wealth Advisors, LLC 0.17% No change 5,100 $326K
LFA - Lugano Financial Advisors SA 0.16% Add +142.1% 4,994 $319K
LRI Investments, LLC 0.03% No change 4,835 $309K
Washington Trust Advisors, Inc. 0.02% No change 4,679 $299K
Meramec Financial Planners, LLC 0.12% Reduce -33.4% 4,502 $296K
Private Advisor Group, LLC 0.00% Add +41.0% 4,542 $290K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 4,502 $288K
J.W. Cole Advisors, Inc. 0.01% Add +2.3% 4,441 $284K
PFG Investments, LLC 0.01% Add +8.6% 4,382 $280K
NCM Capital Management, LLC 0.10% Reduce -4.5% 4,259 $272K
Greenspring Advisors, LLC 0.02% No change 4,234 $271K
Nwam LLC 0.01% New 4,073 $260K
Stifel Financial Corp. 0.00% Reduce -53.2% 4,037 $258K
Joel Isaacson & Co., LLC 0.01% No change 4,000 $256K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1134.8% 3,865 $247K
Lido Advisors, LLC 0.00% Add +19.3% 3,800 $243K
Summit Financial, LLC 0.00% New 3,795 $243K
Concord Wealth Partners 0.03% Reduce -12.4% 3,647 $233K
&partners 0.00% Add +6.1% 3,547 $227K
Alaethes Wealth, LLC 0.06% No change 3,497 $224K
Choreo, LLC 0.00% Reduce -2.4% 3,443 $220K
Accurate Wealth Management, LLC 0.03% No change 3,260 $218K
Mesirow Financial Investment Management, Inc. 0.00% New 3,408 $218K
EP Wealth Advisors, LLC 0.00% No change 3,386 $217K
RFG Advisory, LLC 0.00% No change 3,263 $209K
Transcend Capital Advisors, LLC 0.02% No change 3,175 $203K
Dynamic Advisor Solutions LLC 0.01% New 3,151 $201K
Blair William & Co. 0.00% Add +0.1% 2,944 $188K
Glassman Wealth Services 0.03% No change 2,934 $188K
Heritage Wealth Advisors 0.01% New 2,924 $187K
Larson Financial Group LLC 0.01% Reduce -46.4% 2,711 $173K
MAI Capital Management 0.00% Add +0.3% 2,700 $173K
Cwm, LLC 0.00% Add +7.2% 2,618 $167K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -7.5% 2,570 $166K
International Assets Investment Management, LLC 0.01% Add +17.0% 2,507 $162K
TD Waterhouse Canada Inc. 0.00% Reduce -39.4% 2,500 $161K
North Star Investment Management Corp. 0.01% No change 2,071 $132K
IFP Advisors, Inc 0.00% Add +20.1% 1,921 $123K
Advisory Services Network, LLC 0.00% New 1,713 $110K
Intesa Sanpaolo Wealth Management 0.03% No change 1,672 $107K
TD Private Client Wealth LLC 0.00% Add +41.0% 1,633 $104K
Bernard Wealth Management Corp. 0.04% No change 1,454 $93K
Salem Investment Counselors Inc. 0.00% New 1,321 $84K
United Community Bank 0.03% Reduce -13.6% 1,275 $82K
Versant Capital Management, Inc 0.01% No change 1,266 $81K
Monetary Solutions, Ltd 0.08% No change 1,253 $80K
O'shaughnessy Asset Management, LLC 0.00% No change 1,145 $73K
Longview Financial Advisors LLC 0.04% No change 1,070 $68K
Vermillion Wealth Management, Inc. 0.03% No change 1,025 $66K
AdvisorNet Financial, Inc 0.00% No change 1,000 $64K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,000 $64K
New England Capital Financial Advisors LLC 0.02% No change 973 $62K
Mather Group, Llc. 0.00% New 886 $57K
PNC Financial Services Group, Inc. 0.00% Add +31.1% 741 $47K
AE Wealth Management LLC 0.00% Reduce -53.7% 653 $42K
NewEdge Advisors, LLC 0.00% Reduce -6.0% 640 $41K
Hanson & Doremus Investment Management 0.00% No change 534 $34K
Federation des caisses Desjardins du Quebec 0.00% No change 519 $33K
Geneos Wealth Management Inc. 0.00% No change 508 $32K
Resources Management Corp. /CT/ 0.00% No change 500 $32K
LGT Financial Advisors LLC 0.16% No change 500 $32K
Legacy Bridge, LLC 0.01% No change 500 $32K
Adkins Seale Capital Management LLC 0.03% No change 453 $29K
Whittier Trust Co. 0.00% No change 406 $26K
Rosenberg Matthew Hamilton 0.01% Reduce -0.2% 410 $26K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -0.5% 400 $26K
Carolina Wealth Advisors, LLC 0.01% No change 395 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 319 $20K
Chesapeake Asset Management LLC 0.02% No change 295 $19K
CoreCap Advisors, LLC 0.00% No change 295 $19K
Fourth Dimension Wealth, LLC 0.01% No change 288 $18K
Wolff Wiese Magana LLC 0.01% Add +69.9% 265 $17K
Tucker Asset Management LLC 0.00% No change 250 $16K
Fortis Group Advisors, LLC 0.00% No change 244 $16K
Millstone Evans Group, LLC 0.01% No change 241 $15K
Allworth Financial LP 0.00% New 223 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 201 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 191 $12K
Golden State Wealth Management, LLC 0.00% Reduce -24.4% 189 $12K
Founders Financial Alliance, LLC 0.00% No change 184 $12K
Ares Financial Consulting, LLC 0.01% No change 171 $11K
Sittner & Nelson, LLC 0.00% No change 170 $11K
Retiremitten Financial LLC 0.01% — 166 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 160 $10K
Cranbrook Wealth Management, LLC 0.00% New 156 $10K
Harbor Investment Advisory, LLC 0.00% No change 150 $10K
Sage Mountain Advisors LLC 0.00% No change 147 $9K
Costello Asset Management, INC 0.00% No change 134 $9K
Assetmark, Inc. 0.00% No change 130 $8K
EverSource Wealth Advisors, LLC 0.00% No change 109 $7K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -50.0% 100 $6K
Pflug Koory, LLC 0.00% No change 100 $6K
AlphaCore Capital LLC 0.00% No change 100 $6K
Ascentis Independent Advisors 0.00% New 59 $4K
Duncker Streett & Co. Inc. 0.00% No change 56 $4K
Spire Wealth Management 0.00% No change 50 $3K
Qube Research & Technologies Ltd 0.00% Reduce -43.7% 40 $3K
Smartleaf Asset Management LLC 0.00% No change 40 $3K
Tradewinds Capital Management, LLC 0.00% No change 36 $2K
Key Financial Inc 0.00% No change 30 $2K
Harbour Investments, Inc. 0.00% No change 27 $2K
Napier Financial, LLC 0.00% New 13 $831
Trust Co 0.00% New 8 $512

"% of holder's portfolio" is CGW's weight in each manager's 13F, not the share of Invesco S&P Global Water Ind the manager owns.