ERTH icon

Invesco MSCI Sustainable Future ETF
ERTH

Overview Fund Activity

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
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.4%
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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.91M
2
Bank of America
Bank of America
North Carolina
+$617K
3
KIA
KCM Investment Advisors
California
+$510K
4
BRWM
B. Riley Wealth Management
Tennessee
+$434K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$377K

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$1.54M
2
WU
Wealthsimple US
New York
-$154K
3
Osaic Holdings
Osaic Holdings
Arizona
-$97.7K
4
NFG
Next Financial Group
Texas
-$54K
5
AA
Advisory Alpha
Michigan
-$50.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
WU
26
Wealthsimple US
New York
$368K -$154K -3,142 -30%
Osaic Holdings
27
Osaic Holdings
Arizona
$354K -$97.7K -1,984 -22%
SG Americas Securities
28
SG Americas Securities
New York
$353K +$56.8K +1,156 +19%
LJAC
29
L.J. Altfest & Co
New York
$341K +$27.5K +559 +9%
LA
30
LexAurum Advisors
Kansas
$331K +$49 +1 +0%
Brown Advisory
31
Brown Advisory
Maryland
$304K – – –
HSBC Holdings
32
HSBC Holdings
United Kingdom
$303K – – –
CG
33
Colony Group
Massachusetts
$283K -$36.9K -750 -12%
WCWM
34
Willow Creek Wealth Management
California
$283K +$49 +1 +0%
CB
35
Commerce Bank
Missouri
$268K – – –
PAG
36
Private Advisor Group
New Jersey
$158K +$158K +3,219 New
WTC
37
WhitTier Trust Company
Nevada
$143K – – –
RCA
38
Ranch Capital Advisors
Florida
$143K +$18.6K +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 -$98 -2 -0.1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$76K -$50 -1 -0.1%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$69K +$69K +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 -$2.44K -50 -7%
SBL
47
Sargent Bickham Lagudis
Colorado
$31K -$9.86K -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 – – –
1
2
3