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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

49 hedge funds and large institutions have $20.5M invested in Invesco MSCI Sustainable Future ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$1.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.5M
3
YIA
YHB Investment Advisors
Connecticut
+$169K
4
Wells Fargo
Wells Fargo
California
+$133K
5
U
UBS
Switzerland
+$21K

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$1.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$643K
3
KC
Kingfisher Capital
North Carolina
-$216K
4
Morgan Stanley
Morgan Stanley
New York
-$174K
5
Bank of America
Bank of America
North Carolina
-$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$31K – – –
PAS
27
Partnervest Advisory Services
California
$30K +$33 +1 +0.1%
Axa
28
Axa
France
$29K – – –
MA
29
MUFG Americas
New York
$25K +$5K +150 +25%
Ameriprise
30
Ameriprise
Minnesota
$23K – – –
AIG
31
American International Group
New York
$18.9K – – –
RFS
32
Rockefeller Financial Services
New York
$16K – – –
CCS
33
Crosspoint Capital Strategies
California
$16K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$13K – – –
PSI
35
Pinnacle Summer Investments
Virginia
$12K +$10.4K +325 +650%
WEC
36
Winslow Evans & Crocker
Massachusetts
$11.8K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$11.5K +$11.5K +350 New
EWM
38
Evercore Wealth Management
New York
$11K -$2.2K -65 -17%
GSC
39
Ground Swell Capital
South Carolina
$11K +$11K +342 New
TWM
40
Torch Wealth Management
Ohio
$7K -$10.5K -300 -60%
Creative Planning
41
Creative Planning
Kansas
$7K – – –
MFS
42
MSI Financial Services
Massachusetts
$5K – – –
LWA
43
Lenox Wealth Advisors
New York
$5K – – –
SSB
44
Sandy Spring Bank
Maryland
$5K +$5K +150 New
GT
45
Glenmede Trust
Pennsylvania
$4K – – –
ARMC
46
American Research & Management Company
Massachusetts
$4K – – –
ATC
47
Adirondack Trust Company
New York
$3K – – –
HR
48
Howe & Rusling
New York
$3K – – –
NES
49
New England Securities
New York
$2K – – –
NFG
50
Noven Financial Group
Colorado
– -$1.3M -39,969 Closed
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2
3