CGW — Invesco S&P Global Water Index ETF Institutional Holders · Q3 2026
Who owns Invesco S&P Global Water Index ETF (CGW)? 11 institutions reported holding $10.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Baron Financial Group, LLC ($5.1M), Fig Financial Advisory Services Inc ($1.7M), Prism Advisors, Inc. ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baron Financial Group, LLC | $5.1M | 82,603 | Trimmed |
| 2 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.7M | 27,964 | Added |
| 3 | Prism Advisors, Inc. | $1.3M | 20,890 | Trimmed |
| 4 | Apella Capital, LLC | $1.0M | 16,406 | Added |
| 5 | Farther Finance Advisors, LLC | $511,692 | 8,208 | Added |
| 6 | Castle Rock Wealth Management, LLC | $270,015 | 4,217 | Trimmed |
| 7 | Versant Capital Management, Inc | $78,922 | 1,266 | Hold |
| 8 | Rosenberg Matthew Hamilton | $25,559 | 410 | Hold |
| 9 | CoreCap Advisors, LLC | $18,390 | 295 | Hold |
| 10 | Byrne Asset Management LLC | $6,190 | 100 | Hold |
| 11 | Trust Co | $499 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30