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Invesco MSCI Sustainable Future ETF
ERTH

64 hedge funds and large institutions have $47M invested in Invesco MSCI Sustainable Future ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $35.8M → $47M (+$11.1M)

5.16% more ownership

Funds ownership: 21.82% → 26.97% (+5.2%)

3% more funds holding

Funds holding: 62 → 64 (+2)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.32M
2
Jane Street
Jane Street
New York
+$3.86M
3
Morgan Stanley
Morgan Stanley
New York
+$559K
4
EHC
Everett Harris & Co
California
+$433K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$398K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$969K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$467K
3
LPL Financial
LPL Financial
California
-$110K
4
RJA
Raymond James & Associates
Florida
-$33.6K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$267K – – –
CB
27
Commerce Bank
Missouri
$216K – – –
Ameriprise
28
Ameriprise
Minnesota
$214K -$5.72K -132 -3%
IFA
29
Interactive Financial Advisors
Illinois
$199K +$50K +1,155 +34%
GI
30
Gradient Investments
Minnesota
$141K -$14.2K -327 -9%
WTC
31
WhitTier Trust Company
Nevada
$126K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$126K +$42.8K +988 +52%
TC
33
Truvestments Capital
Florida
$96K +$95K +2,194 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$93K -$14.5K -335 -14%
WTB
35
Washington Trust Bank
Washington
$93K +$92.6K +2,138 New
SBL
36
Sargent Bickham Lagudis
Colorado
$34K +$15.7K +362 +88%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$33K -$8.7K -201 -21%
IWMA
38
Ironwood Wealth Management (Arizona)
Arizona
$33K +$3.55K +82 +12%
MA
39
MUFG Americas
New York
$28K – – –
AG
40
Advisor Group
Arizona
$26K +$11.8K +273 +85%
OGC
41
Oak Grove Capital
New Hampshire
$22K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$22K – – –
PCFFS
43
Pacific Center for Financial Services
California
$20K – – –
GWM
44
Geneos Wealth Management
Colorado
$19K – – –
IF
45
Ironwood Financial
Arizona
$17K – – –
APA
46
American Portfolios Advisors
New York
$16.8K – – –
PA
47
Parallel Advisors
California
$13K – – –
SWM
48
SeaCrest Wealth Management
New York
$13K – – –
William Blair & Company
49
William Blair & Company
Illinois
$9K +$9.27K +214 New
SPIA
50
Steward Partners Investment Advisory
New York
$8K – – –
1
2
3

ERTH Hedge Fund Activity: Q3 2018 in Review

64 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2018, worth a combined $47M — up 31% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ERTH positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was Wells Fargo, cutting an estimated $969K.

  • 64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2018, up from 62 in Q2 2018.
  • Funds reported $47M of Invesco MSCI Sustainable Future ETF stock for Q3 2018, up 31% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2018 and 4 closed out, a net change of +2 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2018 was Bank of America, an estimated $4.32M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2018 was Wells Fargo, an estimated $969K sold.

Based on aggregated 13F filings for Q3 2018.