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Upturn AI SWOT - About
Invesco S&P Global Water Index ETF (CGW)
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Upturn Advisory Summary
10/24/2025: CGW (1-star) is currently NOT-A-BUY. Pass it for now.
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 -4.36% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 focuses on providing exposure to companies involved in water utilities, infrastructure, equipment, and materials.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history of providing diverse investment solutions.
Management Expertise
Invesco has a team of experienced professionals dedicated to managing various ETF products, leveraging their sector-specific expertise.
Investment Objective
Goal
To track the investment results of the S&P Global Water Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in a portfolio of stocks that closely mirrors the composition of the S&P Global Water Index.
Composition The ETF primarily holds stocks of companies in the global water industry, including water utilities, infrastructure, equipment, and materials.
Market Position
Market Share: CGW holds a significant, but not dominant, portion of the global water ETF market.
Total Net Assets (AUM): 1550000000
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (FIW)
- Ecofin Global Water ESG Fund (EBLU)
- iShares Global Water Index ETF (IH2O)
Competitive Landscape
The water ETF market is competitive, with CGW being a major player. CGW benefits from Invesco's brand and established track record. Competitors offer variations in index construction or ESG focuses. CGW is broad market while others may be more niche.
Financial Performance
Historical Performance: Historical performance data is available on Invesco's website and financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the S&P Global Water Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.005
Liquidity
Average Trading Volume
CGW exhibits adequate liquidity with a generally healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting sufficient trading activity.
Market Dynamics
Market Environment Factors
Factors like increasing global demand for clean water, infrastructure development, and regulatory changes impact the performance of water-related companies.
Growth Trajectory
The ETF's growth is tied to the long-term trends in water resource management and investment in water infrastructure.
Moat and Competitive Advantages
Competitive Edge
CGW benefits from Invesco's brand recognition and wide distribution network. It offers a well-diversified exposure to the global water industry. Its expense ratio is competitive compared to peers. The fundu2019s established track record and index replication strategy provide transparency and predictability. However, the advantage may depend on investor needs, such as ESG preferences.
Risk Analysis
Volatility
The ETF's volatility is generally moderate, reflecting the stable nature of water utilities and infrastructure companies.
Market Risk
The ETF is subject to market risk, including fluctuations in equity markets and sector-specific risks related to the water industry, such as regulatory changes and water scarcity.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term growth and thematic exposure to the global water industry.
Market Risk
It is best for long-term investors who believe in the growing importance of water resources and the potential for water-related companies to benefit.
Summary
The Invesco S&P Global Water Index ETF (CGW) offers exposure to companies involved in the global water industry through its tracking of the S&P Global Water Index. It is issued by Invesco and has a competitive expense ratio. This ETF is suitable for long-term investors looking to capitalize on the increasing importance of water resources. Investors should consider both the potential benefits and risks associated with sector-specific ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Financial Data Providers (e.g., Bloomberg, Reuters)
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.