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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

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
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.55%
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

1
EHC
Everett Harris & Co
California
+$7.38M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$3.95M
3
KIA
KCM Investment Advisors
California
+$1.52M
4
CT
Cambridge Trust
Massachusetts
+$486K
5
Bank of America
Bank of America
North Carolina
+$486K

Top Sellers

1
WU
Wealthsimple US
New York
-$3.35M
2
Jane Street
Jane Street
New York
-$593K
3
IAA
Independent Advisor Alliance
North Carolina
-$493K
4
UBS Group
UBS Group
Switzerland
-$387K
5
Wells Fargo
Wells Fargo
California
-$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$313K +$52.9K +1,406 +20%
LA
27
LexAurum Advisors
Kansas
$253K +$38 +1 +0%
CG
28
Colony Group
Massachusetts
$245K +$42.4K +1,125 +21%
LJAC
29
L.J. Altfest & Co
New York
$240K +$240K +6,379 New
Brown Advisory
30
Brown Advisory
Maryland
$233K +$233K +6,180 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$232K – – –
SG Americas Securities
32
SG Americas Securities
New York
$227K +$227K +6,025 New
WCWM
33
Willow Creek Wealth Management
California
$217K -$8.56K -227 -4%
CB
34
Commerce Bank
Missouri
$204K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$197K +$197K +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 +$85K +2,250 New
RCA
39
Ranch Capital Advisors
Florida
$82K – – –
IFA
40
Interactive Financial Advisors
Illinois
$66K -$29.4K -783 -31%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$55K – – –
NFG
42
Next Financial Group
Texas
$54K +$32.7K +875 +154%
AA
43
Advisory Alpha
Michigan
$50.2K – – –
GWM
44
Geneos Wealth Management
Colorado
$40K +$7.46K +201 +23%
HDIM
45
Hanson & Doremus Investment Management
Vermont
$35K +$35K +920 New
SBL
46
Sargent Bickham Lagudis
Colorado
$31K – – –
IWMA
47
Ironwood Wealth Management (Arizona)
Arizona
$29K +$681 +18 +2%
ASN
48
Advisory Services Network
Georgia
$28K +$37 +1 +0.1%
AIC
49
Ameritas Investment Company
Nebraska
$26K +$26K +694 New
SFS
50
Sowell Financial Services
Arkansas
$23K – – –
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