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Invesco MSCI Sustainable Future ETF

50 hedge funds and large institutions have $31.6M invested in Invesco MSCI Sustainable Future ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

14% more funds holding

Funds holding: 4450 (+6)

8% more capital invested

Capital invested by funds: $29.4M → $31.6M (+$2.23M)

1.73% less ownership

Funds ownership: 23.7%21.97% (-1.7%)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
26
Interactive Financial Advisors
Illinois
$74K -$4.58K -109 -6%
EWM
27
Evercore Wealth Management
New York
$63K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$61K +$25.2K +600 +71%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$59K +$3.07K +73 +6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$41K
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K
MA
32
MUFG Americas
New York
$27K
RFS
33
Rockefeller Financial Services
New York
$21K
PCFFS
34
Pacific Center for Financial Services
California
$19K
GT
35
Glenmede Trust
Pennsylvania
$18K
APA
36
American Portfolios Advisors
New York
$16.3K +$16.2K +385 New
SBL
37
Sargent Bickham Lagudis
Colorado
$14K
SWM
38
SeaCrest Wealth Management
New York
$13K +$12.6K +300 New
AG
39
Advisor Group
Arizona
$8K +$294 +7 +4%
IA
40
IFP Advisors
Florida
$7K -$17.9K -425 -71%
SPIA
41
Steward Partners Investment Advisory
New York
$7K
WEC
42
Winslow Evans & Crocker
Massachusetts
$6.34K
SSB
43
Sandy Spring Bank
Maryland
$6K
HR
44
Howe & Rusling
New York
$4K
SFPIA
45
Stevens First Principles Investment Advisors
California
$4K +$4.21K +100 New
WT
46
Whittier Trust
California
$4K +$4.21K +100 New
WTB
47
Washington Trust Bank
Washington
$2K +$1.68K +40 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1K
Citadel Advisors
49
Citadel Advisors
Florida
-$422K -10,227 Closed
CP
50
Corbenic Partners
Pennsylvania
-$2K -45 Closed

ERTH Hedge Fund Activity: Q4 2017 in Review

50 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2017, worth a combined $31.6M — up 7.6% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ERTH positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $505K. The largest seller was Citadel Advisors, exiting entirely with an estimated $422K sold.

  • 50 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2017, up from 44 in Q3 2017.
  • Funds reported $31.6M of Invesco MSCI Sustainable Future ETF stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2017 was Everett Harris & Co, an estimated $505K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2017 was Citadel Advisors, an estimated $422K sold.

Based on aggregated 13F filings for Q4 2017.