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Invesco MSCI Sustainable Future ETF
ERTH

64 hedge funds and large institutions have $66.9M invested in Invesco MSCI Sustainable Future ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $48.9M → $66.9M (+$18M)

5% more funds holding

Funds holding: 61 → 64 (+3)

3.61% more ownership

Funds ownership: 25.49% → 29.1% (+3.6%)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$4.77M
2
GI
Gradient Investments
Minnesota
+$1.08M
3
IAA
Independent Advisor Alliance
North Carolina
+$462K
4
KIA
KCM Investment Advisors
California
+$392K
5
CT
Cambridge Trust
Massachusetts
+$302K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$814K
2
Citadel Advisors
Citadel Advisors
Florida
-$580K
3
WCWM
Willow Creek Wealth Management
California
-$152K
4
AP
Advisors Preferred
Maryland
-$46.6K
5
AA
Advisory Alpha
Michigan
-$23.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
26
LexAurum Advisors
Kansas
$336K – – –
HSBC Holdings
27
HSBC Holdings
United Kingdom
$308K – – –
WCWM
28
Willow Creek Wealth Management
California
$299K -$152K -3,238 -35%
CB
29
Commerce Bank
Missouri
$272K +$22.2K +475 +10%
CG
30
Colony Group
Massachusetts
$269K -$12.6K -269 -5%
V
31
Veritable
Delaware
$216K +$203K +4,329 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$152K +$94 +2 +0.1%
WTC
33
WhitTier Trust Company
Nevada
$145K – – –
IFA
34
Interactive Financial Advisors
Illinois
$127K -$889 -19 -0.7%
RCA
35
Ranch Capital Advisors
Florida
$110K +$103K +2,194 New
AG
36
Advisor Group
Arizona
$108K -$22.9K -489 -19%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$91K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$76K +$17.6K +376 +33%
AA
39
Advisory Alpha
Michigan
$63.5K -$23.4K -500 -28%
AP
40
Advisors Preferred
Maryland
$62K -$46.6K -996 -45%
GWM
41
Geneos Wealth Management
Colorado
$43K +$20K +427 +95%
SBL
42
Sargent Bickham Lagudis
Colorado
$42K +$11K +235 +39%
ASN
43
Advisory Services Network
Georgia
$38K +$14.1K +301 +67%
IWMA
44
Ironwood Wealth Management (Arizona)
Arizona
$37K – – –
SFS
45
Sowell Financial Services
Arkansas
$31K – – –
NFG
46
Next Financial Group
Texas
$28K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$23K +$10.8K +230 +99%
IF
48
Ironwood Financial
Arizona
$20K – – –
PCFFS
49
Pacific Center for Financial Services
California
$19K – – –
APA
50
American Portfolios Advisors
New York
$18K – – –
1
2
3

ERTH Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2019, worth a combined $66.9M — up 37% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ERTH positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $4.77M. The largest seller was Morgan Stanley, cutting an estimated $814K.

  • 64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2019, up from 61 in Q3 2019.
  • Funds reported $66.9M of Invesco MSCI Sustainable Future ETF stock for Q4 2019, up 37% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2019 was Everett Harris & Co, an estimated $4.77M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2019 was Morgan Stanley, an estimated $814K sold.

Based on aggregated 13F filings for Q4 2019.