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Invesco MSCI Sustainable Future ETF
ERTH

111 hedge funds and large institutions have $154M invested in Invesco MSCI Sustainable Future ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.07% less ownership

Funds ownership: 35.53% → 35.46% (-0.07%)

4% less funds holding

Funds holding: 116 → 111 (-5)

6% less capital invested

Capital invested by funds: $163M → $154M (-$9.52M)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.23M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.03M
3
MD
Money Design
Japan
+$1.53M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$1.5M
5
LPL Financial
LPL Financial
California
+$519K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.71M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$1.53M
3
UBS Group
UBS Group
Switzerland
-$1.04M
4
VNA
Valley National Advisers
Pennsylvania
-$956K
5
EHC
Everett Harris & Co
California
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$888K -$103K -1,700 -11%
LNB
27
Ledyard National Bank
$879K +$9.96K +165 +1%
LWP
28
Laurel Wealth Planning
Minnesota
$857K -$120K -1,987 -12%
VNA
29
Valley National Advisers
Pennsylvania
$826K -$956K -15,849 -54%
LJAC
30
L.J. Altfest & Co
New York
$729K -$10.9K -180 -1%
SG Americas Securities
31
SG Americas Securities
New York
$725K -$196K -3,247 -22%
Cerity Partners
32
Cerity Partners
New York
$688K – – –
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$688K +$338K +5,600 +100%
CB
34
Commerce Bank
Missouri
$661K +$25.3K +420 +4%
CA
35
Cetera Advisors
Colorado
$632K -$72.4K -1,200 -10%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$547K +$261K +4,322 +97%
KAS
37
Kestra Advisory Services
Texas
$493K +$21.9K +363 +5%
IA
38
Insight Advisors
Pennsylvania
$450K +$442K +7,326 New
W
39
Wealthsimple
Ontario, Canada
$436K +$25K +415 +6%
VAG
40
VisionPoint Advisory Group
Texas
$427K -$384K -6,356 -43%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$420K +$51.7K +856 +14%
MPW
42
Monterey Private Wealth
California
$418K -$35.3K -585 -8%
Osaic Holdings
43
Osaic Holdings
Arizona
$413K -$351K -5,820 -46%
LA
44
LexAurum Advisors
Kansas
$410K -$12.1K -200 -3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$406K +$53.4K +885 +15%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$383K – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$380K +$373K +6,180 New
SSCA
48
South Shore Capital Advisors
Massachusetts
$371K +$2.41K +40 +0.7%
Vontobel Holding
49
Vontobel Holding
Switzerland
$369K – – –
3LCM
50
3D/L Capital Management
Connecticut
$335K +$58K +962 +21%
1
2
3 4 5

ERTH Hedge Fund Activity: Q1 2022 in Review

111 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2022, worth a combined $154M — down 5.8% from $163M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $4.23M. The largest seller was Bank of America, cutting an estimated $2.71M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $154M of Invesco MSCI Sustainable Future ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2022 was Ameriprise, an estimated $4.23M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2022 was Bank of America, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.