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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

48 hedge funds and large institutions have $23.7M invested in Invesco MSCI Sustainable Future ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.35M
2
Bank of America
2
Bank of America
North Carolina
$4.04M
3
US Bancorp
3
US Bancorp
Minnesota
$678K
4
Northern Trust
4
Northern Trust
Illinois
$562K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$316K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.69M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$144K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$918K
4
LWI
4
Long Wharf Investors
Massachusetts
$395K
5
TF
5
Trutina Financial
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$115K +$1.56K +49 +1%
WTC
27
WhitTier Trust Company
Nevada
$92K +$63.4K +2,000 +222%
LNB
28
Ledyard National Bank
$39K +$39K +1,240 New
EWM
29
Evercore Wealth Management
New York
$32K – – –
PAS
30
Partnervest Advisory Services
California
$29K – – –
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$29K – – –
Axa
32
Axa
France
$28K +$28K +890 New
Ameriprise
33
Ameriprise
Minnesota
$23K -$8.07K -249 -26%
CCS
34
Crosspoint Capital Strategies
California
$17K +$17K +500 New
AIG
35
American International Group
New York
$17K – – –
RFS
36
Rockefeller Financial Services
New York
$16K – – –
PSI
37
Pinnacle Summer Investments
Virginia
$16K – – –
TWM
38
Torch Wealth Management
Ohio
$16K +$16K +500 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$12K – – –
WEC
40
Winslow Evans & Crocker
Massachusetts
$11K +$11K +360 New
Creative Planning
41
Creative Planning
Kansas
$7K – – –
LWA
42
Lenox Wealth Advisors
New York
$5K – – –
ARMC
43
American Research & Management Company
Massachusetts
$4K – – –
GT
44
Glenmede Trust
Pennsylvania
$3K – – –
HR
45
Howe & Rusling
New York
$3K – – –
ATC
46
Adirondack Trust Company
New York
$3K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
WT
48
Whittier Trust
California
$1K – – –
TF
49
Trutina Financial
Washington
– -$27K -935 Closed
SMA
50
Simply Money Advisors
Ohio
– -$8K -278 Closed
1
2
3