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Invesco MSCI Sustainable Future ETF

ERTH

Market cap $133M

64 hedge funds and large institutions have $38.9M invested in Invesco MSCI Sustainable Future ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New

Increased

Maintained

Reduced

Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

28% more funds holding

Funds holding: 50 → 64 (+14)

23% more capital invested

Capital invested by funds: $31.6M → $38.9M (+$7.33M)

1.89% more ownership

Funds ownership: 21.97% → 23.86% (+1.9%)

Holders

Holders Change

+14

Holders Change %

+28%

% of All Funds

1.47%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

Rank	Fund	Capital Flow
1	EHC Everett Harris & Co Los Angeles, California	+$2.62M
2	Morgan Stanley New York	+$1.22M
3	Citadel Advisors Miami, Florida	+$814K
4	Jane Street New York	+$780K
5	WCWM Willow Creek Wealth Management Sebastopol, California	+$411K

Top Sellers

Rank	Fund	Capital Flow
1	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$544K
2	EWM Evercore Wealth Management New York	-$63K
3	IFA Interactive Financial Advisors New Lenox, Illinois	-$17.8K
4	CG Colony Group Boston, Massachusetts	-$17.3K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 HSBC Holdings London, United Kingdom	$245K	–	–	–
27	CB 27 Commerce Bank Kansas City, Missouri	$213K	+$217K	+4,965	New
28	28 Ameriprise Minneapolis, Minnesota	$212K	+$215K	+4,926	New
29	GI 29 Gradient Investments Arden Hills, Minnesota	$160K	+$21.7K	+496	+15%
30	WTC 30 WhitTier Trust Company Reno, Nevada	$125K	–	–	–
31	31 Bank of Montreal Toronto, Ontario, Canada	$106K	+$45.2K	+1,035	+72%
32	WTB 32 Washington Trust Bank Spokane, Washington	$92K	+$91.6K	+2,098	+5,245%
33	LTFS 33 Ladenburg Thalmann Financial Services Miami, Florida	$81K	+$21.8K	+500	+36%
34	IFA 34 Interactive Financial Advisors New Lenox, Illinois	$57K	-$17.8K	-408	-23%
35	35 PNC Financial Services Group Pittsburgh, Pennsylvania	$41K	–	–	–
36	WF 36 WealthTrust Fairport Cleveland, Ohio	$29K	+$29.3K	+670	New
37	37 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$28K	–	–	–
38	MA 38 MUFG Americas New York	$28K	–	–	–
39	39 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$28K	+$28K	+641	New
40	OGC 40 Oak Grove Capital North Hampton, New Hampshire	$21K	+$21.8K	+500	New
41	41 Rockefeller Capital Management New York	$21K	+$21.8K	+500	New
42	PCFFS 42 Pacific Center for Financial Services San Ramon, California	$19K	–	–	–
43	GT 43 Glenmede Trust Philadelphia, Pennsylvania	$18K	–	–	–
44	SBL 44 Sargent Bickham Lagudis Boulder, Colorado	$18K	+$3.1K	+71	+21%
45	APA 45 American Portfolios Advisors Holbrook, New York	$16.5K	–	–	–
46	RWP 46 RWA Wealth Partners Newton, Massachusetts	$15K	+$15.2K	+348	New
47	AG 47 Advisor Group Phoenix, Arizona	$14K	+$5.07K	+116	+56%
48	SWM 48 SeaCrest Wealth Management Purchase, New York	$13K	–	–	–
49	BFC 49 Bedel Financial Consulting Indianapolis, Indiana	$8K	+$7.64K	+175	New
50	IA 50 IFP Advisors Tampa, Florida	$7K	–	–	–

ERTH Hedge Fund Activity: Q1 2018 in Review

64 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2018, worth a combined $38.9M — up 23% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ERTH positions and 1 closed out — a net gain of 15 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $2.62M. The largest seller was Susquehanna International Group, cutting an estimated $544K.

64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2018, up from 50 in Q4 2017.
Funds reported $38.9M of Invesco MSCI Sustainable Future ETF stock for Q1 2018, up 23% quarter-over-quarter.
16 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2018 and 1 closed out, a net change of +15 holders.
The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2018 was Everett Harris & Co, an estimated $2.62M added.
The largest Invesco MSCI Sustainable Future ETF seller in Q1 2018 was Susquehanna International Group, an estimated $544K sold.

Based on aggregated 13F filings for Q1 2018.

Invesco MSCI Sustainable Future ETF ERTH Market cap $133M