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Invesco MSCI Sustainable Future ETF
ERTH

70 hedge funds and large institutions have $61.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

9% more funds holding

Funds holding: 64 → 70 (+6)

2.23% more ownership

Funds ownership: 29.1% → 31.33% (+2.2%)

8% less capital invested

Capital invested by funds: $66.9M → $61.2M (-$5.66M)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$9.17M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$4.91M
3
KIA
KCM Investment Advisors
California
+$1.89M
4
CT
Cambridge Trust
Massachusetts
+$604K
5
Bank of America
Bank of America
North Carolina
+$603K

Top Sellers

Rank Fund Capital Flow
1
WU
Wealthsimple US
New York
-$4.16M
2
Jane Street
Jane Street
New York
-$737K
3
IAA
Independent Advisor Alliance
North Carolina
-$493K
4
UBS Group
UBS Group
Switzerland
-$480K
5
Wells Fargo
Wells Fargo
California
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$313K +$65.7K +1,406 +20%
LA
27
LexAurum Advisors
Kansas
$253K +$47 +1 +0%
CG
28
Colony Group
Massachusetts
$245K +$52.6K +1,125 +21%
LJAC
29
L.J. Altfest & Co
New York
$240K +$298K +6,379 New
Brown Advisory
30
Brown Advisory
Maryland
$233K +$289K +6,180 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$232K – – –
SG Americas Securities
32
SG Americas Securities
New York
$227K +$282K +6,025 New
WCWM
33
Willow Creek Wealth Management
California
$217K -$10.6K -227 -4%
CB
34
Commerce Bank
Missouri
$204K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$197K +$429K +9,172 New
WTC
36
WhitTier Trust Company
Nevada
$109K – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$91K – – –
WT
38
Washington Trust
Rhode Island
$85K +$105K +2,250 New
RCA
39
Ranch Capital Advisors
Florida
$82K – – –
IFA
40
Interactive Financial Advisors
Illinois
$66K -$36.6K -783 -31%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$55K – – –
NFG
42
Next Financial Group
Texas
$54K +$40.9K +875 +154%
AA
43
Advisory Alpha
Michigan
$50.2K – – –
GWM
44
Geneos Wealth Management
Colorado
$40K +$9.4K +201 +23%
HDIM
45
Hanson & Doremus Investment Management
Vermont
$35K +$43K +920 New
SBL
46
Sargent Bickham Lagudis
Colorado
$31K – – –
IWMA
47
Ironwood Wealth Management (Arizona)
Arizona
$29K +$842 +18 +2%
ASN
48
Advisory Services Network
Georgia
$28K +$47 +1 +0.1%
AIC
49
Ameritas Investment Company
Nebraska
$26K +$32.4K +694 New
SFS
50
Sowell Financial Services
Arkansas
$23K – – –
1
2
3

ERTH Hedge Fund Activity: Q1 2020 in Review

70 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2020, worth a combined $61.2M — down 8.5% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ERTH positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $9.17M. The largest seller was Wealthsimple US, cutting an estimated $4.16M.

  • 70 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2020, up from 64 in Q4 2019.
  • Funds reported $61.2M of Invesco MSCI Sustainable Future ETF stock for Q1 2020, down 8.5% quarter-over-quarter.
  • 13 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2020 and 5 closed out, a net change of +8 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2020 was Everett Harris & Co, an estimated $9.17M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2020 was Wealthsimple US, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2020.