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Upturn AI SWOT - About
Invesco S&P Global Water Index ETF (CGW)
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Upturn Advisory Summary
08/14/2025: CGW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.33% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 50.77 - 62.46 | Updated Date 06/30/2025 |
52 Weeks Range 50.77 - 62.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P Global Water Index ETF
ETF Overview
Overview
The Invesco S&P Global Water Index ETF (CGW) seeks to track the investment results of the S&P Global Water Index, which is composed of companies involved in the global water industry. It offers exposure to companies engaged in water-related businesses, including water utilities, infrastructure, equipment, and materials.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing various ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in sector-specific investments, including those related to water resources.
Investment Objective
Goal
To track the investment results of the S&P Global Water Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of its underlying index.
Composition The ETF primarily holds stocks of companies involved in water-related businesses across different sectors.
Market Position
Market Share: CGW holds a notable market share within the water-focused ETF segment.
Total Net Assets (AUM): 1548000000
Competitors
Key Competitors
- First Trust Water ETF (FIW)
- Ecofin Global Water ESG Fund (EBLU)
- Invesco Water Resources ETF (PWF)
Competitive Landscape
The water ETF industry is moderately competitive, with a few key players dominating market share. CGW benefits from its large AUM and well-known index, while competitors may focus on different investment strategies or niche areas within the water sector. FIW has a more US-centric portfolio compared to CGW and PWF has more diverse holdings. EBLU is focused on ESG water solutions.
Financial Performance
Historical Performance: Historical performance data should be sourced directly from financial data providers. (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: CGW's performance closely tracks the S&P Global Water Index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
CGW generally exhibits moderate liquidity with a reasonable average daily trading volume.
Bid-Ask Spread
The bid-ask spread for CGW is typically competitive, reflecting the ETF's trading activity and underlying asset liquidity.
Market Dynamics
Market Environment Factors
Demand for water resources, infrastructure investment, and regulatory changes in the water sector influence CGW's performance.
Growth Trajectory
The growth trajectory of CGW depends on the increasing global focus on water scarcity, infrastructure development, and technological advancements in water management.
Moat and Competitive Advantages
Competitive Edge
CGW benefits from the Invesco brand and its focus on a globally diversified portfolio of water-related companies. The ETF's exposure to water utilities and infrastructure provides stability and predictable returns, while its investments in water technology and equipment companies offer growth potential. CGW's large AUM allows for efficient trading and low expense ratios, attracting a wider range of investors. It is a well-known and well-established ETF in the water sector.
Risk Analysis
Volatility
CGW's volatility is generally moderate, reflecting the stability of water utilities and the growth potential of water technology companies.
Market Risk
CGW is subject to market risk, sector-specific risk, and international investment risk associated with its underlying holdings.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the global water industry, long-term growth potential, and diversification within the environmental sector.
Market Risk
CGW is suitable for long-term investors and those seeking thematic exposure to the water industry.
Summary
The Invesco S&P Global Water Index ETF (CGW) provides investors with exposure to a globally diversified portfolio of companies involved in the water industry. As a passively managed ETF, CGW seeks to track the performance of the S&P Global Water Index, offering exposure to water utilities, infrastructure, equipment, and materials. The ETF is suitable for long-term investors interested in the growing water sector and those seeking diversification within the environmental sector. CGW has a moderate expense ratio and its performance largely depends on global demand for water resources, infrastructure investments, and regulations in the water sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change quickly and impact investment values. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P Global Water Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index, as well as ADRs and GDRs that represent securities in the underlying index. Strictly in accordance with its guidelines and mandated procedures the index provider compiles, maintains, and calculates the underlying index, which is designed to measure the performance of the largest global companies in water-related businesses, with a target constituent count of 100. The fund is non-diversified.
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