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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

74 hedge funds and large institutions have $108M invested in Invesco MSCI Sustainable Future ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$5.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.03M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.24M
4
SFS
Sowell Financial Services
Arkansas
+$1.19M
5
Citadel Advisors
Citadel Advisors
Florida
+$913K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.92M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$1.76M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$496K
4
WU
Wealthsimple US
New York
-$368K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$445K +$126K +2,145 +39%
LJAC
27
L.J. Altfest & Co
New York
$439K +$31.9K +543 +8%
BRWM
28
B. Riley Wealth Management
Tennessee
$428K +$5.67K +100 +1%
SG Americas Securities
29
SG Americas Securities
New York
$421K – – –
BCM
30
BlueCrest Capital Management
Jersey
$418K +$418K +7,139 New
LA
31
LexAurum Advisors
Kansas
$394K – – –
Brown Advisory
32
Brown Advisory
Maryland
$362K – – –
HSBC Holdings
33
HSBC Holdings
United Kingdom
$361K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$350K -$71.3K -1,217 -17%
WCWM
35
Willow Creek Wealth Management
California
$337K – – –
CG
36
Colony Group
Massachusetts
$326K -$11.4K -195 -3%
SPFA
37
Summit Place Financial Advisors
New Jersey
$240K +$240K +4,095 New
KAS
38
Kestra Advisory Services
Texas
$236K +$236K +60 New
AAS
39
Avantax Advisory Services
Texas
$226K +$226K +3,846 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$212K +$212K +3,617 New
WF
41
Welch & Forbes
Massachusetts
$211K +$211K +3,600 New
AFG
42
Albion Financial Group
Utah
$208K +$208K +3,556 New
WTC
43
WhitTier Trust Company
Nevada
$170K – – –
RCA
44
Ranch Capital Advisors
Florida
$147K – – –
WT
45
Washington Trust
Rhode Island
$132K – – –
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$123K +$41K +700 +50%
NFG
47
Next Financial Group
Texas
$99K +$99K +1,695 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$96K +$4.18K +69 +5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$91K – – –
IFA
50
Interactive Financial Advisors
Illinois
$86K -$17.3K -294 -17%
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