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Invesco MSCI Sustainable Future ETF
ERTH

65 hedge funds and large institutions have $37.7M invested in Invesco MSCI Sustainable Future ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 64 → 65 (+1)

0.68% less ownership

Funds ownership: 26.97% → 26.3% (-0.68%)

20% less capital invested

Capital invested by funds: $47M → $37.7M (-$9.24M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$530K
2
Citadel Advisors
Citadel Advisors
Florida
+$512K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$271K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252K
5
CT
Cambridge Trust
Massachusetts
+$235K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.37M
2
CFGS
Concourse Financial Group Securities
Alabama
-$810K
3
Bank of America
Bank of America
North Carolina
-$244K
4
CB
Commerce Bank
Missouri
-$216K
5
Ameriprise
Ameriprise
Minnesota
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$227K – – –
CG
27
Colony Group
Massachusetts
$219K -$40.7K -1,037 -15%
IFA
28
Interactive Financial Advisors
Illinois
$131K -$39.4K -1,005 -22%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$126K +$50K +1,275 +60%
GI
30
Gradient Investments
Minnesota
$111K -$8.98K -229 -7%
WTC
31
WhitTier Trust Company
Nevada
$107K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$104K -$2.39K -61 -2%
AG
33
Advisor Group
Arizona
$87K +$69.5K +1,773 +297%
WTB
34
Washington Trust Bank
Washington
$79K – – –
NFG
35
Next Financial Group
Texas
$63K +$67.5K +1,722 New
SBL
36
Sargent Bickham Lagudis
Colorado
$29K – – –
IWMA
37
Ironwood Wealth Management (Arizona)
Arizona
$28K – – –
GWM
38
Geneos Wealth Management
Colorado
$16K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$15K -$810K -20,655 -98%
IF
40
Ironwood Financial
Arizona
$15K – – –
PCFFS
41
Pacific Center for Financial Services
California
$14K -$2.51K -64 -14%
APA
42
American Portfolios Advisors
New York
$13.2K -$980 -25 -6%
PA
43
Parallel Advisors
California
$11K – – –
SWM
44
SeaCrest Wealth Management
New York
$11K – – –
AIC
45
Ameritas Investment Company
Nebraska
$10K +$11.1K +284 New
MA
46
MUFG Americas
New York
$6K -$19.6K -500 -77%
BFC
47
Bedel Financial Consulting
Indiana
$6K – – –
DBT
48
Dubuque Bank & Trust
Iowa
$6K – – –
IA
49
IFP Advisors
Florida
$6K – – –
SSB
50
Sandy Spring Bank
Maryland
$6K – – –
1
2
3

ERTH Hedge Fund Activity: Q4 2018 in Review

65 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2018, worth a combined $37.7M — down 20% from $47M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ERTH positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $530K. The largest seller was Jane Street, cutting an estimated $2.37M.

  • 65 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $37.7M of Invesco MSCI Sustainable Future ETF stock for Q4 2018, down 20% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2018 and 7 closed out, a net change of +2 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2018 was Morgan Stanley, an estimated $530K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2018 was Jane Street, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2018.