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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

46 hedge funds and large institutions have $19.3M invested in Invesco MSCI Sustainable Future ETF in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YIA
YHB Investment Advisors
Connecticut
$621K
2
Axa
Axa
France
$66K
3
Bank of America
Bank of America
North Carolina
$3.86M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$335K
5
EWM
Evercore Wealth Management
New York
$10K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116K
3
UBS Group
UBS Group
Switzerland
$951K
4
CCS
Crosspoint Capital Strategies
California
$0
5
LPL Financial
LPL Financial
California
$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
HRIA
26
Haberer Registered Investment Advisor
Ohio
$61K – – –
PSI
27
Pinnacle Summer Investments
Virginia
$48K – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$28K – – –
MA
29
MUFG Americas
New York
$23K – – –
DA
30
Dunvegan Associates
California
$17K – – –
RFS
31
Rockefeller Financial Services
New York
$15K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$15K – – –
GT
33
Glenmede Trust
Pennsylvania
$13K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$10.8K – – –
EWM
35
Evercore Wealth Management
New York
$10K +$10K +325 New
AIG
36
American International Group
New York
$8.24K -$10.1K -335 -55%
MFS
37
MSI Financial Services
Massachusetts
$7K +$2.21K +75 +46%
Creative Planning
38
Creative Planning
Kansas
$6K – – –
LWA
39
Lenox Wealth Advisors
New York
$5K – – –
SSB
40
Sandy Spring Bank
Maryland
$5K – – –
ARMC
41
American Research & Management Company
Massachusetts
$4K – – –
HR
42
Howe & Rusling
New York
$3K – – –
ATC
43
Adirondack Trust Company
New York
$3K – – –
GI
44
Gradient Investments
Minnesota
$2K – – –
CCS
45
Crosspoint Capital Strategies
California
– -$14K -500 Closed
BRWA
46
B. Riley Wealth Advisors
Florida
– -$10 -350 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$6K -191 Closed
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