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Invesco MSCI Sustainable Future ETF
ERTH

43 hedge funds and large institutions have $26.9M invested in Invesco MSCI Sustainable Future ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $21.8M → $26.9M (+$5.14M)

0.89% more ownership

Funds ownership: 24.54% → 25.43% (+0.89%)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$1.88M
2
Jane Street
Jane Street
New York
+$768K
3
Citadel Advisors
Citadel Advisors
Florida
+$738K
4
Morgan Stanley
Morgan Stanley
New York
+$305K
5
CG
Colony Group
Massachusetts
+$301K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$685K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$335K
3
LPL Financial
LPL Financial
California
-$170K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.6K
5
Wells Fargo
Wells Fargo
California
-$19.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$32K +$18.8K +500 +147%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$28K – – –
MA
28
MUFG Americas
New York
$25K – – –
IA
29
IFP Advisors
Florida
$23K – – –
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$19.8K +526 New
RFS
31
Rockefeller Financial Services
New York
$19K – – –
PCFFS
32
Pacific Center for Financial Services
California
$17K -$2.71K -72 -14%
GT
33
Glenmede Trust
Pennsylvania
$15K – – –
SBL
34
Sargent Bickham Lagudis
Colorado
$10K +$10K +267 New
AG
35
Advisor Group
Arizona
$8K – – –
Creative Planning
36
Creative Planning
Kansas
$8K – – –
SSB
37
Sandy Spring Bank
Maryland
$6K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$6K +$6.57K +175 New
WEC
39
Winslow Evans & Crocker
Massachusetts
$5.78K – – –
HR
40
Howe & Rusling
New York
$4K – – –
BWA
41
BDO Wealth Advisors
Florida
$3K +$2.82K +75 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– -$335K -9,418 Closed
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$7.82K -220 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$7K -200 Closed
LWA
45
Lenox Wealth Advisors
New York
– -$5K -152 Closed
CYG
46
Clean Yield Group
Vermont
– -$4K -116 Closed
1
2

ERTH Hedge Fund Activity: Q2 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2017, worth a combined $26.9M — up 24% from $21.8M a quarter earlier.

Fund positioning in ERTH was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 6 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $1.88M. The largest seller was UBS Group, cutting an estimated $685K.

  • 43 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $26.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2017, up 24% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2017 was Everett Harris & Co, an estimated $1.88M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2017 was UBS Group, an estimated $685K sold.

Based on aggregated 13F filings for Q2 2017.