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Invesco MSCI Sustainable Future ETF

59 hedge funds and large institutions have $40.3M invested in Invesco MSCI Sustainable Future ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $37.7M → $40.3M (+$2.59M)

2.11% less ownership

Funds ownership: 26.3%24.18% (-2.1%)

9% less funds holding

Funds holding: 6559 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
6
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$210K +$203K +4,965 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$158K +$13.3K +325 +10%
IFA
28
Interactive Financial Advisors
Illinois
$153K +$2.41K +59 +2%
GI
29
Gradient Investments
Minnesota
$127K
WTC
30
WhitTier Trust Company
Nevada
$122K
AG
31
Advisor Group
Arizona
$100K
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$98K -$19K -466 -17%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$91K +$53.8K +1,317 New
AA
34
Advisory Alpha
Michigan
$89.4K +$83.6K +2,045 New
SBL
35
Sargent Bickham Lagudis
Colorado
$33K
IWMA
36
Ironwood Wealth Management (Arizona)
Arizona
$32K
GWM
37
Geneos Wealth Management
Colorado
$18K
CFGS
38
Concourse Financial Group Securities
Alabama
$17K
IF
39
Ironwood Financial
Arizona
$17K
PCFFS
40
Pacific Center for Financial Services
California
$16K
APA
41
American Portfolios Advisors
New York
$15.2K
SWM
42
SeaCrest Wealth Management
New York
$13K
PA
43
Parallel Advisors
California
$13K +$41 +1 +0.3%
CA
44
Cetera Advisors
Colorado
$13K +$13.1K +320 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$8K
BFC
46
Bedel Financial Consulting
Indiana
$7K
DBT
47
Dubuque Bank & Trust
Iowa
$7K
Citigroup
48
Citigroup
New York
$6K
LC
49
Lindbrook Capital
California
$5K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$5K

ERTH Hedge Fund Activity: Q1 2019 in Review

59 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2019, worth a combined $40.3M — up 6.9% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 6 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was Everett Harris & Co, adding an estimated $1.63M. The largest seller was Jane Street, cutting an estimated $2.49M.

  • 59 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2019, down from 65 in Q4 2018.
  • Funds reported $40.3M of Invesco MSCI Sustainable Future ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2019 and 12 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2019 was Everett Harris & Co, an estimated $1.63M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2019 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2019.