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Invesco MSCI Sustainable Future ETF
ERTH

43 hedge funds and large institutions have $14.4M invested in Invesco MSCI Sustainable Future ETF in 2013 Q2 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.46% more ownership

Funds ownership: 0% → 21.46% (+21%)

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$23K +$23.8K +928 New
FHC
27
First Heartland Consultants
Missouri
$21K +$20.9K +817 New
EWM
28
Evercore Wealth Management
New York
$21K +$21K +820 New
Ameriprise
29
Ameriprise
Minnesota
$14K +$14.3K +559 New
AIG
30
American International Group
New York
$13.5K +$13.7K +535 New
PSI
31
Pinnacle Summer Investments
Virginia
$13K +$12.8K +500 New
RFS
32
Rockefeller Financial Services
New York
$13K +$12.8K +500 New
MAS
33
Madden Advisory Services
Florida
$12K +$12.3K +480 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$12K +$12.5K +490 New
SMA
35
Simply Money Advisors
Ohio
$7K +$7.12K +278 New
DSC
36
Duncker Streett & Co
Missouri
$6K +$6.53K +255 New
Creative Planning
37
Creative Planning
Kansas
$5K +$5.4K +211 New
LWA
38
Lenox Wealth Advisors
New York
$4K +$3.89K +152 New
ATC
39
Adirondack Trust Company
New York
$3K +$2.56K +100 New
HR
40
Howe & Rusling
New York
$3K +$2.64K +103 New
ARMC
41
American Research & Management Company
Massachusetts
$3K +$3.2K +125 New
GT
42
Glenmede Trust
Pennsylvania
$3K +$3.2K +125 New
WT
43
Whittier Trust
California
$1K +$1.15K +45 New
1
2

ERTH Hedge Fund Activity: Q2 2013 in Review

43 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2013, worth a combined $14.4M.

Buyers outnumbered sellers: 43 funds opened new ERTH positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

  • 43 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.4M of Invesco MSCI Sustainable Future ETF stock for Q2 2013.
  • 43 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2013 and 0 closed out, a net change of +43 holders.

Based on aggregated 13F filings for Q2 2013.