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Invesco MSCI Sustainable Future ETF
ERTH

44 hedge funds and large institutions have $29.4M invested in Invesco MSCI Sustainable Future ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $26.9M → $29.4M (+$2.42M)

2% more funds holding

Funds holding: 43 → 44 (+1)

1.73% less ownership

Funds ownership: 25.43% → 23.7% (-1.7%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$791K
2
Morgan Stanley
Morgan Stanley
New York
+$711K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$512K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$434K
5
UBS Group
UBS Group
Switzerland
+$431K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.25M
2
Bank of America
Bank of America
North Carolina
-$761K
3
Citadel Advisors
Citadel Advisors
Florida
-$643K
4
GI
Gradient Investments
Minnesota
-$117K
5
CG
Colony Group
Massachusetts
-$26.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$40K +$4.47K +113 +13%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$35K +$4.55K +115 +16%
IWMA
28
Ironwood Wealth Management (Arizona)
Arizona
$28K +$26.4K +666 New
MA
29
MUFG Americas
New York
$27K – – –
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$4.55K +115 +22%
IA
31
IFP Advisors
Florida
$25K – – –
RFS
32
Rockefeller Financial Services
New York
$21K – – –
PCFFS
33
Pacific Center for Financial Services
California
$19K – – –
GT
34
Glenmede Trust
Pennsylvania
$17K – – –
SBL
35
Sargent Bickham Lagudis
Colorado
$14K +$2.97K +75 +28%
AG
36
Advisor Group
Arizona
$8K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$7K – – –
WEC
38
Winslow Evans & Crocker
Massachusetts
$6.2K – – –
SSB
39
Sandy Spring Bank
Maryland
$6K – – –
HR
40
Howe & Rusling
New York
$4K – – –
CP
41
Corbenic Partners
Pennsylvania
$2K +$1.78K +45 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1K +$1.23K +31 New
Jane Street
43
Jane Street
New York
– -$1.25M -32,458 Closed
GI
44
Gradient Investments
Minnesota
– -$117K -3,034 Closed
Creative Planning
45
Creative Planning
Kansas
– -$8K -211 Closed
BWA
46
BDO Wealth Advisors
Florida
– -$3K -75 Closed
1
2

ERTH Hedge Fund Activity: Q3 2017 in Review

44 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2017, worth a combined $29.4M — up 9% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ERTH positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $791K. The largest seller was Jane Street, exiting entirely with an estimated $1.25M sold.

  • 44 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2017, up from 43 in Q2 2017.
  • Funds reported $29.4M of Invesco MSCI Sustainable Future ETF stock for Q3 2017, up 9% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2017 was Everett Harris & Co, an estimated $791K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2017 was Jane Street, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2017.