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Invesco MSCI Sustainable Future ETF
ERTH

61 hedge funds and large institutions have $48.9M invested in Invesco MSCI Sustainable Future ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $44M → $48.9M (+$4.88M)

5% more funds holding

Funds holding: 58 → 61 (+3)

1.65% more ownership

Funds ownership: 23.84% → 25.49% (+1.7%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$3.08M
2
Jane Street
Jane Street
New York
+$1.32M
3
Citadel Advisors
Citadel Advisors
Florida
+$573K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$320K
5
KIA
KCM Investment Advisors
California
+$303K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$202K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$115K
3
GI
Gradient Investments
Minnesota
-$111K
4
NFG
Next Financial Group
Texas
-$50.7K
5
IFA
Interactive Financial Advisors
Illinois
-$45.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$252K +$8.15K +185 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$247K +$33.7K +766 +16%
CB
28
Commerce Bank
Missouri
$221K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$136K +$6.25K +142 +5%
WTC
30
WhitTier Trust Company
Nevada
$129K – – –
AG
31
Advisor Group
Arizona
$117K +$18.6K +422 +19%
IFA
32
Interactive Financial Advisors
Illinois
$114K -$45.6K -1,036 -29%
AP
33
Advisors Preferred
Maryland
$99K +$66.2K +1,504 +208%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$91K – – –
AA
35
Advisory Alpha
Michigan
$75.7K +$77.3K +1,755 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$51K -$115K -2,600 -70%
IWMA
37
Ironwood Wealth Management (Arizona)
Arizona
$33K – – –
SFS
38
Sowell Financial Services
Arkansas
$28K +$27.3K +619 New
SBL
39
Sargent Bickham Lagudis
Colorado
$27K -$7.8K -177 -23%
NFG
40
Next Financial Group
Texas
$25K -$50.7K -1,152 -67%
GI
41
Gradient Investments
Minnesota
$22K -$111K -2,523 -84%
ASN
42
Advisory Services Network
Georgia
$21K – – –
GWM
43
Geneos Wealth Management
Colorado
$19K – – –
IF
44
Ironwood Financial
Arizona
$18K – – –
PCFFS
45
Pacific Center for Financial Services
California
$17K – – –
APA
46
American Portfolios Advisors
New York
$16.1K – – –
PA
47
Parallel Advisors
California
$14K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$10K -$12.9K -294 -56%
BFC
49
Bedel Financial Consulting
Indiana
$8K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$8K – – –
1
2
3

ERTH Hedge Fund Activity: Q3 2019 in Review

61 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2019, worth a combined $48.9M — up 11% from $44M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ERTH positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $3.08M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $202K sold.

  • 61 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $48.9M of Invesco MSCI Sustainable Future ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2019 was Everett Harris & Co, an estimated $3.08M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2019 was Raymond James Financial Services Advisors, an estimated $202K sold.

Based on aggregated 13F filings for Q3 2019.