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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

48 hedge funds and large institutions have $19.5M invested in Invesco MSCI Sustainable Future ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$628K
2
YIA
YHB Investment Advisors
Connecticut
+$428K
3
Bank of America
Bank of America
North Carolina
+$143K
4
WTC
WhitTier Trust Company
Nevada
+$98.1K
5
Morgan Stanley
Morgan Stanley
New York
+$86.6K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.07M
2
CWA
Convergent Wealth Advisors
Maryland
-$1.53M
3
Jane Street
Jane Street
New York
-$1.13M
4
Northern Trust
Northern Trust
Illinois
-$562K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$399K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Dunvegan Associates
California
$32K +$32K +978 New
TF
27
Trutina Financial
Washington
$31K +$31K +935 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$30K – – –
PAS
29
Partnervest Advisory Services
California
$30K – – –
Axa
30
Axa
France
$29K – – –
Ameriprise
31
Ameriprise
Minnesota
$23K – – –
MA
32
MUFG Americas
New York
$20K +$20K +600 New
AIG
33
American International Group
New York
$18.8K +$1.34K +41 +8%
RFS
34
Rockefeller Financial Services
New York
$16K – – –
CCS
35
Crosspoint Capital Strategies
California
$16K – – –
TWM
36
Torch Wealth Management
Ohio
$16K – – –
EWM
37
Evercore Wealth Management
New York
$13K -$20.5K -615 -61%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$13K – – –
WEC
39
Winslow Evans & Crocker
Massachusetts
$11.7K – – –
Creative Planning
40
Creative Planning
Kansas
$7K – – –
LWA
41
Lenox Wealth Advisors
New York
$5K – – –
MFS
42
MSI Financial Services
Massachusetts
$5K +$5K +163 New
ARMC
43
American Research & Management Company
Massachusetts
$4K – – –
GT
44
Glenmede Trust
Pennsylvania
$4K – – –
ATC
45
Adirondack Trust Company
New York
$3K – – –
HR
46
Howe & Rusling
New York
$3K – – –
PSI
47
Pinnacle Summer Investments
Virginia
$2K -$18K -450 -90%
NES
48
New England Securities
New York
$2K +$2K +75 New
Goldman Sachs
49
Goldman Sachs
New York
– -$2.07M -65,083 Closed
CWA
50
Convergent Wealth Advisors
Maryland
– -$1.53M -48,000 Closed
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