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Invesco S&P Global Water IND (CGW)

CUSIP: 46138E263 | NYSE | 531 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Weatherly Asset Management L. P.400,848
1.8% of portfolio›$25.0M
Cambridge Investment Research Advisors, Inc.105,996
0.0% of portfolio›$6.6M
Commonwealth Equity Services, LLC94,709
0.0% of portfolio›$5.9M
Baron Financial Group, LLC82,603
2.5% of portfolio›$5.1M
Grimes & Co Wealth Management, LLC53,266
0.1% of portfolio›$3.3M
Wealthcare Advisory Partners LLC41,018
0.0% of portfolio›$2.6M
Creative Financial Designs Inc32,688
0.1% of portfolio›$2.0M
Lynx Investment Advisory30,089
0.6% of portfolio›$1.9M
FIG Financial Advisory Services Inc27,964
1.1% of portfolio›$1.7M
Meridian Wealth Management, LLC21,742
0.0% of portfolio›$1.4M
Prism Advisors, Inc.20,890
0.3% of portfolio›$1.3M
Apella Capital, LLC16,406
0.0% of portfolio›$1.0M
Phoenix Wealth Advisors14,421
0.3% of portfolio›$899.0K
Allodium Investment Consultants, LLC14,304
0.4% of portfolio›$891.7K
Wealth Enhancement Advisory Services, LLC11,101
0.0% of portfolio›$706.6K
Kestra Advisory Services, LLC9,518
0.0% of portfolio›$593.3K
Creative Planning9,206
0.0% of portfolio›$573.9K
Perigon Wealth Management, LLC9,187
0.0% of portfolio›$572.7K
Middleton & Co Inc8,418
0.1% of portfolio›$524.8K
Farther Finance Advisors, LLC8,208
0.0% of portfolio›$511.7K
Verity Asset Management, Inc.7,888
0.2% of portfolio›$491.7K
TPG Advisors LLC7,878
0.3% of portfolio›$491.1K
New England Private Wealth Advisors LLC7,500
0.0% of portfolio›$467.6K
Financial Perspectives, Inc7,009
0.1% of portfolio›$436.9K
StoneX Group Inc.6,936
0.0% of portfolio›$433.3K
Parallel Advisors, LLC6,883
0.0% of portfolio›$429.1K
VestGen Advisors, LLC6,520
0.0% of portfolio›$406.5K
Sigma Planning Corp5,980
0.0% of portfolio›$373.2K
Key Client Fiduciary Advisors, LLC5,746
0.1% of portfolio›$358.2K
Meridian Investment Counsel Inc.5,650
0.1% of portfolio›$352.2K
Trust Point Inc.5,612
0.0% of portfolio›$349.9K
Citigroup Inc5,285
0.0% of portfolio›$329.5K
Lantern Wealth Advisors, LLC5,100
0.1% of portfolio›$317.9K
LFA - Lugano Financial Advisors SA4,994
0.2% of portfolio›$311.3K
First Affirmative Financial Network4,730
0.1% of portfolio›$294.9K
Washington Trust Advisors, Inc.4,493
0.0% of portfolio›$280.1K
Comprehensive Financial Consultants Institutional, Inc.4,317
0.1% of portfolio›$269.1K
Castle Rock Wealth Management, LLC4,217
0.1% of portfolio›$270.0K
Concurrent Investment Advisors, LLC4,030
0.0% of portfolio›$251.2K
Concord Wealth Partners3,596
0.0% of portfolio›$224.2K
Lido Advisors, LLC3,545
0.0% of portfolio›$221.0K
Choreo, LLC3,319
0.0% of portfolio›$206.9K
TD Waterhouse Canada Inc.3,285
0.0% of portfolio›$203.3K
Accurate Wealth Management, LLC3,260
0.0% of portfolio›$208.3K
Allspring Global Investments Holdings, LLC2,584
0.0% of portfolio›$161.6K
North Star Investment Management Corp.2,071
0.0% of portfolio›$129.1K
Intesa Sanpaolo Wealth Management1,672
0.0% of portfolio›$104.2K
Versant Capital Management, Inc1,266
0.0% of portfolio›$78.9K
Monetary Solutions, Ltd1,253
0.1% of portfolio›$78.1K
Mcdonald Partners LLC1,100
0.0% of portfolio›$68.6K
United Community Bank1,075
0.0% of portfolio›$67.0K
United Financial Planning Group LLC1,060
0.0% of portfolio›$66.1K
Mather Group, Llc.979
0.0% of portfolio›$61.0K
New England Capital Financial Advisors LLC973
0.0% of portfolio›$60.6K
IFP Advisors, Inc793
0.0% of portfolio›$49.4K
Ashton Thomas Private Wealth, LLC767
0.0% of portfolio›$47.8K
Cape Investment Advisory, Inc.632
0.0% of portfolio›$39.4K
Balance Wealth Partners LLC618
0.0% of portfolio›$38.5K
Friedenthal Financial600
0.0% of portfolio›$37.4K
Hanson & Doremus Investment Management599
0.0% of portfolio›$37
John Boyer, Inc.524
0.0% of portfolio›$32.7K
Legacy Bridge, LLC500
0.0% of portfolio›$31.2K
Adkins Seale Capital Management LLC453
0.0% of portfolio›$28.2K
Trust Co of Vermont425
0.0% of portfolio›$26.5K
Rosenberg Matthew Hamilton410
0.0% of portfolio›$25.6K
Smallwood Wealth Investment Management, LLC400
0.0% of portfolio›$24.9K
Carolina Wealth Advisors, LLC395
0.0% of portfolio›$24.6K
CoreCap Advisors, LLC295
0.0% of portfolio›$18.4K
Wolff Wiese Magana LLC265
0.0% of portfolio›$16.5K
DiNuzzo Private Wealth, Inc.201
0.0% of portfolio›$12.5K
Ares Financial Consulting, LLC198
0.0% of portfolio›$12.3K
Dhjj Financial Advisors, Ltd.191
0.0% of portfolio›$11.9K
Golden State Wealth Management, LLC189
0.0% of portfolio›$11.8K
Cranbrook Wealth Management, LLC156
0.0% of portfolio›$9.8K
Harbor Investment Advisory, LLC150
0.0% of portfolio›$9.4K
Sage Mountain Advisors LLC147
0.0% of portfolio›$9.2K
Archer Investment Corp135
0.0% of portfolio›$8.4K
Costello Asset Management, Inc134
0.0% of portfolio›$8.4K
Assetmark, Inc130
0.0% of portfolio›$8.1K
AlphaCore Capital LLC100
0.0% of portfolio›$6.2K
Pflug Koory, LLC100
0.0% of portfolio›$6.2K
Spire Wealth Management64
0.0% of portfolio›$4.0K
Ascentis Independent Advisors58
0.0% of portfolio›$3.7K
Duncker Streett & Co Inc56
0.0% of portfolio›$3.5K
Laurel Wealth Advisors LLC55
0.0% of portfolio›$3.4K
Tradewinds Capital Management, LLC36
0.0% of portfolio›$2.3K
Key FInancial Inc30
0.0% of portfolio›$1.9K
Trust Co8
0.0% of portfolio›$499
StyleTurnoverLocationFiled
Weatherly Asset Management L. P.
400,848$25.0M1.8%GrowthVery LowDel Mar, CA2026-10-20
Cambridge Investment Research Advisors, Inc.
105,996$6.6M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
94,709$5.9M0.0%ETFLowWaltham, MA2026-11-02
Baron Financial Group, LLC
82,603$5.1M2.5%ETFVery LowFair Lawn, NJ2026-10-09
Grimes & Co Wealth Management, LLC
53,266$3.3M0.1%CoreLowWestborough, MA2026-10-29
Wealthcare Advisory Partners LLC
41,018$2.6M0.0%ETFLowWest Chester, PA2026-10-21
Creative Financial Designs Inc
32,688$2.0M0.1%ETFMediumKokomo, IN2026-11-04
Lynx Investment Advisory
30,089$1.9M0.6%ETFLowWashington, Dc, DC2026-10-27
FIG Financial Advisory Services Inc
27,964$1.7M1.1%CoreVery HighOklahoma City, OK2026-10-07
Meridian Wealth Management, LLC
21,742$1.4M0.0%GrowthLowLexington, KY2026-11-05
Prism Advisors, Inc.
20,890$1.3M0.3%ETFMediumStudio City, CA2026-10-09
Apella Capital, LLC
16,406$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Phoenix Wealth Advisors
14,421$899.0K0.3%CoreLowChapel Hill, NC2026-11-03
Allodium Investment Consultants, LLC
14,304$891.7K0.4%ETFVery LowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
11,101$706.6K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
9,518$593.3K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
9,206$573.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Perigon Wealth Management, LLC
9,187$572.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Middleton & Co Inc
8,418$524.8K0.1%GrowthLowBoston, MA2026-10-23
Farther Finance Advisors, LLC
8,208$511.7K0.0%IndexLowSan Francisco, CA2026-10-08
Verity Asset Management, Inc.
7,888$491.7K0.2%CoreMediumDurham, NC2026-10-30
TPG Advisors LLC
7,878$491.1K0.3%ETFVery LowNorthfield, IL2026-10-16
New England Private Wealth Advisors LLC
7,500$467.6K0.0%ETFVery LowWellesley, MA2026-10-19
Financial Perspectives, Inc
7,009$436.9K0.1%GrowthVery LowMinneapolis, MN2026-11-03
StoneX Group Inc.
6,936$433.3K0.0%ETFMediumNew York, NY2026-11-03
Parallel Advisors, LLC
6,883$429.1K0.0%IndexLowSan Francisco, CA2026-11-03
VestGen Advisors, LLC
6,520$406.5K0.0%GrowthMediumChicago, IL2026-10-27
Sigma Planning Corp
5,980$373.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Key Client Fiduciary Advisors, LLC
5,746$358.2K0.1%ValueMediumFairfield, NJ2026-10-19
Meridian Investment Counsel Inc.
5,650$352.2K0.1%GARPLowLafayette, CA2026-10-14
Trust Point Inc.
5,612$349.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Citigroup Inc
5,285$329.5K0.0%CoreMediumNew York, NY2026-11-04
Lantern Wealth Advisors, LLC
5,100$317.9K0.1%GrowthLowMelville, NY2026-10-22
LFA - Lugano Financial Advisors SA
4,994$311.3K0.2%ETFLowLugano, Switzerland2026-11-03
First Affirmative Financial Network
4,730$294.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Washington Trust Advisors, Inc.
4,493$280.1K0.0%GrowthLowWellesley, MA2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
4,317$269.1K0.1%CoreMediumBloomington, IN2026-10-15
Castle Rock Wealth Management, LLC
4,217$270.0K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Concurrent Investment Advisors, LLC
4,030$251.2K0.0%GrowthMediumTampa, FL2026-10-16
Concord Wealth Partners
3,596$224.2K0.0%GrowthLowAbingdon, VA2026-11-02
Lido Advisors, LLC
3,545$221.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Choreo, LLC
3,319$206.9K0.0%IndexLowRockford, IL2026-10-28
TD Waterhouse Canada Inc.
3,285$203.3K0.0%CoreLowToronto, Australia2026-10-16
Accurate Wealth Management, LLC
3,260$208.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Allspring Global Investments Holdings, LLC
2,584$161.6K0.0%CoreMediumCharlotte, NC2026-11-04
North Star Investment Management Corp.
2,071$129.1K0.0%CoreLowChicago, IL2026-10-27
Intesa Sanpaolo Wealth Management
1,672$104.2K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Versant Capital Management, Inc
1,266$78.9K0.0%GARPLowPhoenix, AZ2026-10-02
Monetary Solutions, Ltd
1,253$78.1K0.1%ETFVery LowDayton, OH2026-10-22
Mcdonald Partners LLC
1,100$68.6K0.0%CoreLowCleveland, OH2026-11-03
United Community Bank
1,075$67.0K0.0%CoreLowGreenville, SC2026-10-28
United Financial Planning Group LLC
1,060$66.1K0.0%ETFHighHauppauge, NY2026-11-04
Mather Group, Llc.
979$61.0K0.0%ETFMediumChicago, IL2026-10-14
New England Capital Financial Advisors LLC
973$60.6K0.0%ETFLowMeriden, CT2026-11-03
IFP Advisors, Inc
793$49.4K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
767$47.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Cape Investment Advisory, Inc.
632$39.4K0.0%ETFLowMcdonough, GA2026-10-13
Balance Wealth Partners LLC
618$38.5K0.0%ETFMediumWorthington, OH2026-10-27
Friedenthal Financial
600$37.4K0.0%ETFHighMarlton, NJ2026-10-27
Hanson & Doremus Investment Management
599$370.0%CoreVery LowBurlington, VT2026-10-16
John Boyer, Inc.
524$32.7K0.0%ETFMediumTampa, FL2026-10-27
Legacy Bridge, LLC
500$31.2K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Adkins Seale Capital Management LLC
453$28.2K0.0%CoreVery LowShreveport, LA2026-10-27
Trust Co of Vermont
425$26.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Rosenberg Matthew Hamilton
410$25.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Smallwood Wealth Investment Management, LLC
400$24.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Carolina Wealth Advisors, LLC
395$24.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
CoreCap Advisors, LLC
295$18.4K0.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
265$16.5K0.0%GrowthLowCarslbad, CA2026-10-15
DiNuzzo Private Wealth, Inc.
201$12.5K0.0%ETFLowBeaver, PA2026-10-16
Ares Financial Consulting, LLC
198$12.3K0.0%CoreLowCalabasas, CA2026-10-19
Dhjj Financial Advisors, Ltd.
191$11.9K0.0%ETFVery LowNaperville, IL2026-10-23
Golden State Wealth Management, LLC
189$11.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Cranbrook Wealth Management, LLC
156$9.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Harbor Investment Advisory, LLC
150$9.4K0.0%GrowthLowLutherville, MD2026-10-13
Sage Mountain Advisors LLC
147$9.2K0.0%ETFLowAtlanta, GA2026-11-02
Archer Investment Corp
135$8.4K0.0%CoreMediumCarmel, IN2026-11-05
Costello Asset Management, Inc
134$8.4K0.0%CoreLowFeasterville, PA2026-10-30
Assetmark, Inc
130$8.1K0.0%ETFLowConcord, CA2026-10-21
AlphaCore Capital LLC
100$6.2K0.0%ETFLowLa Jolla, CA2026-11-04
Pflug Koory, LLC
100$6.2K0.0%CoreVery LowOmaha, NE2026-10-26
Spire Wealth Management
64$4.0K0.0%GrowthMediumMclean, VA2026-10-30
Ascentis Independent Advisors
58$3.7K0.0%ETFLowDallas, TX2026-11-03
Duncker Streett & Co Inc
56$3.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Laurel Wealth Advisors LLC
55$3.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Tradewinds Capital Management, LLC
36$2.3K0.0%ETFVery HighBellingham, WA2026-10-23
Key FInancial Inc
30$1.9K0.0%ETFLowWest Chester, PA2026-11-02
Trust Co
8$4990.0%ETFVery LowManhattan, KS2026-10-09