We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

68 hedge funds and large institutions have $84.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $61.2M → $84.2M (+$23M)

7.67% more ownership

Funds ownership: 31.33%39% (+7.7%)

3% less funds holding

Funds holding: 7068 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WU
26
Wealthsimple US
New York
$368K -$139K -3,142 -30%
Osaic Holdings
27
Osaic Holdings
Arizona
$354K -$87.7K -1,984 -22%
SG Americas Securities
28
SG Americas Securities
New York
$353K +$51.1K +1,156 +19%
LJAC
29
L.J. Altfest & Co
New York
$341K +$24.7K +559 +9%
LA
30
LexAurum Advisors
Kansas
$331K +$44 +1 +0%
Brown Advisory
31
Brown Advisory
Maryland
$304K
HSBC Holdings
32
HSBC Holdings
United Kingdom
$303K
CG
33
Colony Group
Massachusetts
$283K -$33.1K -750 -12%
WCWM
34
Willow Creek Wealth Management
California
$283K +$44 +1 +0%
CB
35
Commerce Bank
Missouri
$268K
PAG
36
Private Advisor Group
New Jersey
$158K +$142K +3,219 New
WTC
37
WhitTier Trust Company
Nevada
$143K
RCA
38
Ranch Capital Advisors
Florida
$143K +$14.5K +328 +15%
WT
39
Washington Trust
Rhode Island
$109K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$91K
IFA
41
Interactive Financial Advisors
Illinois
$86K -$88 -2 -0.1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$76K -$44 -1 -0.1%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$69K +$61.9K +1,400 New
GWM
44
Geneos Wealth Management
Colorado
$51K
HDIM
45
Hanson & Doremus Investment Management
Vermont
$45K
IWMA
46
Ironwood Wealth Management (Arizona)
Arizona
$35K -$2.21K -50 -7%
SBL
47
Sargent Bickham Lagudis
Colorado
$31K -$8.88K -201 -24%
SFS
48
Sowell Financial Services
Arkansas
$30K
CFGS
49
Concourse Financial Group Securities
Alabama
$23K
PCFFS
50
Pacific Center for Financial Services
California
$19K

ERTH Hedge Fund Activity: Q2 2020 in Review

68 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2020, worth a combined $84.2M — up 38% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ERTH and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $1.72M. The largest seller was Pictet Asset Management (UK), cutting an estimated $1.38M.

  • 68 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2020, down from 70 in Q1 2020.
  • Funds reported $84.2M of Invesco MSCI Sustainable Future ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2020 was Jane Street, an estimated $1.72M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2020 was Pictet Asset Management (UK), an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2020.