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Invesco MSCI Sustainable Future ETF
ERTH

108 hedge funds and large institutions have $161M invested in Invesco MSCI Sustainable Future ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

49% more capital invested

Capital invested by funds: $108M → $161M (+$52.9M)

46% more funds holding

Funds holding: 74 → 108 (+34)

0.72% more ownership

Funds ownership: 34.01% → 34.73% (+0.72%)

Holders
108
Holders Change
+34
Holders Change %
+45.95%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
28
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.16M
2
KIA
KCM Investment Advisors
California
+$1.59M
3
UBS Group
UBS Group
Switzerland
+$1.51M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.34M
5
Bank of America
Bank of America
North Carolina
+$953K

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$226K
2
Citadel Advisors
Citadel Advisors
Florida
-$210K
3
US Bancorp
US Bancorp
Minnesota
-$126K
4
Stifel Financial
Stifel Financial
Missouri
-$93.7K
5
SPFA
Summit Place Financial Advisors
New Jersey
-$88.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
26
Brouwer & Janachowski
California
$809K – – –
FTUS
27
Flow Traders U.S.
New York
$807K +$711K +10,736 New
Jane Street
28
Jane Street
New York
$726K +$640K +9,663 New
BCM
29
BlueCrest Capital Management
Jersey
$706K +$149K +2,255 +32%
LNB
30
Ledyard National Bank
$694K +$10K +151 +2%
CWP
31
Concord Wealth Partners
Virginia
$651K +$574K +8,659 New
LJAC
32
L.J. Altfest & Co
New York
$617K +$48.8K +737 +10%
CB
33
Commerce Bank
Missouri
$595K +$22.2K +335 +4%
SG Americas Securities
34
SG Americas Securities
New York
$540K – – –
BRWM
35
B. Riley Wealth Management
Tennessee
$530K – – –
LA
36
LexAurum Advisors
Kansas
$511K +$4.97K +75 +1%
CG
37
Colony Group
Massachusetts
$502K +$74.7K +1,128 +20%
Osaic Holdings
38
Osaic Holdings
Arizona
$488K +$34.2K +516 +9%
AWP
39
Abacus Wealth Partners
California
$477K +$421K +6,349 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$475K +$419K +6,320 New
Brown Advisory
41
Brown Advisory
Maryland
$464K – – –
HSBC Holdings
42
HSBC Holdings
United Kingdom
$463K – – –
VAG
43
VisionPoint Advisory Group
Texas
$461K +$406K +6,136 New
PAG
44
Private Advisor Group
New Jersey
$445K +$392K +5,918 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$434K +$382K +5,773 New
SSCA
46
South Shore Capital Advisors
Massachusetts
$422K +$372K +5,614 New
MPW
47
Monterey Private Wealth
California
$411K +$363K +5,475 New
CFG
48
Cooper Financial Group
California
$408K +$360K +5,435 New
WCWM
49
Willow Creek Wealth Management
California
$403K -$26K -393 -7%
KAS
50
Kestra Advisory Services
Texas
$388K +$338K +5,110 +8,517%
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ERTH Hedge Fund Activity: Q4 2020 in Review

108 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2020, worth a combined $161M — up 49% from $108M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ERTH positions and 3 closed out — a net gain of 34 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.16M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $226K sold.

  • 108 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2020, up from 74 in Q3 2020.
  • Funds reported $161M of Invesco MSCI Sustainable Future ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 37 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2020 and 3 closed out, a net change of +34 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2020 was Ameriprise, an estimated $2.16M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $226K sold.

Based on aggregated 13F filings for Q4 2020.