CGW

Invesco S&p Global Water Ind

+$28.1M

Net Activity

Institutions Holding

200

Popularity Rank

#2884

Avg Weight

0.10%

Total Value

$409.0M

Ownership Trend

200 institutions currently hold CGW, with 83 net buyers and 63 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

63

Net Buying Institutions

83

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$60.8M
CC
Conservest Capital Advisors, Inc.
$31.9M
UG
UBS Group AG
$31.2M
BO
Bank Of America CORP /de/
$30.7M
WA
Weatherly Asset Management L. P.
$25.8M

Top 5 by Conviction

CC
Conservest Capital Advisors, Inc.
2.89%
BF
Baron Financial Group, LLC
2.87%
WA
Weatherly Asset Management L. P.
2.08%
AA
Addison Advisors LLC
1.43%
FC
Fca CORP /tx
0.96%
View all 200 holding institutions

Quarterly Activity

Recent Activity

+$278.0M

Total Buy Value

$134.9M

Total Sell Value

New buy22
Trim44
Add61
Sold out19

83

Net Buyers

63

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P GLOBAL WATER IND (CGW)?
Major stakeholders currently include Morgan Stanley ($60.8M), Conservest Capital Advisors, Inc. ($31.9M), UBS Group AG ($31.2M). Based on the latest 13F filings, there are a total of 200 tracked investment funds and institutions maintaining positions in CGW.
What is the overall institutional sentiment toward CGW recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $28.1M, driven by 83 managers accumulating shares while 63 reduced their exposure.
Which institutions have been selling or reducing their CGW positions?
In the latest period, 44 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $134.9M.
Are there any notable investors adding CGW to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 61 existing holders added to their shares. The total reported buy value for the quarter amounted to $278.0M.

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