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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

46 hedge funds and large institutions have $19.2M invested in Invesco MSCI Sustainable Future ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.77M
2
CG
Colony Group
Massachusetts
$358K
3
U
UBS
Switzerland
$1.02M
4
1IC
1919 Investment Counsel
Maryland
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$588K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
HRIA
Haberer Registered Investment Advisor
Ohio
$68K
3
LPL Financial
LPL Financial
California
$488K
4
PAS
Partnervest Advisory Services
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$106K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Dunvegan Associates
California
$29K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$27K – – –
Ameriprise
28
Ameriprise
Minnesota
$26K +$4.98K +168 +24%
MA
29
MUFG Americas
New York
$22K – – –
AIG
30
American International Group
New York
$17.9K +$968 +33 +6%
NFG
31
Next Financial Group
Texas
$16K +$16K +550 New
RFS
32
Rockefeller Financial Services
New York
$15K – – –
CCS
33
Crosspoint Capital Strategies
California
$15K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$11K – – –
WEC
35
Winslow Evans & Crocker
Massachusetts
$10.6K – – –
EWM
36
Evercore Wealth Management
New York
$10K – – –
PAG
37
Private Advisor Group
New Jersey
$9K +$9K +300 New
Creative Planning
38
Creative Planning
Kansas
$6K – – –
MFS
39
MSI Financial Services
Massachusetts
$5K – – –
SSB
40
Sandy Spring Bank
Maryland
$4K – – –
ARMC
41
American Research & Management Company
Massachusetts
$4K – – –
LWA
42
Lenox Wealth Advisors
New York
$4K – – –
GT
43
Glenmede Trust
Pennsylvania
$3K – – –
HR
44
Howe & Rusling
New York
$3K – – –
ATC
45
Adirondack Trust Company
New York
$3K – – –
NES
46
New England Securities
New York
$2K – – –
Jane Street
47
Jane Street
New York
– -$204K -6,218 Closed
PAS
48
Partnervest Advisory Services
California
– -$30K -907 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
– -$11.5K -350 Closed
GSC
50
Ground Swell Capital
South Carolina
– -$11K -342 Closed
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2
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