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Invesco MSCI Sustainable Future ETF

99 hedge funds and large institutions have $95.1M invested in Invesco MSCI Sustainable Future ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.66% more ownership

Funds ownership: 29.69%30.35% (+0.66%)

6% less funds holding

Funds holding: 10599 (-6)

8% less capital invested

Capital invested by funds: $103M → $95.1M (-$8.26M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-6
Holders Change %
-5.71%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
32
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$566K -$49.9K -896 -7%
CB
27
Commerce Bank
Missouri
$553K +$38.4K +690 +6%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$537K -$9.86K -177 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$533K -$93.3K -1,675 -13%
CA
30
Cetera Advisors
Colorado
$459K +$6.24K +112 +1%
SG Americas Securities
31
SG Americas Securities
New York
$405K -$195K -3,493 -30%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$404K +$104K +1,866 +29%
KAS
33
Kestra Advisory Services
Texas
$396K -$388K -6,969 -46%
Citadel Advisors
34
Citadel Advisors
Florida
$378K +$432K +7,757 New
IFA
35
Interactive Financial Advisors
Illinois
$337K +$82.2K +1,476 +27%
W
36
Wealthsimple
Ontario, Canada
$335K -$1.17K -21 -0.3%
MPW
37
Monterey Private Wealth
California
$329K +$835 +15 +0.2%
LA
38
LexAurum Advisors
Kansas
$325K +$278 +5 +0.1%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$322K -$8.8K -158 -2%
Osaic Holdings
40
Osaic Holdings
Arizona
$319K -$23.2K -416 -6%
OMC
41
Old Mission Capital
Illinois
$299K +$342K +6,135 New
SSCA
42
South Shore Capital Advisors
Massachusetts
$296K +$1.34K +24 +0.4%
WP
43
WealthSpring Partners
California
$295K +$337K +6,058 New
3LCM
44
3D/L Capital Management
Connecticut
$272K +$2.06K +37 +0.7%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$270K +$835 +15 +0.3%
CFG
46
Cooper Financial Group
California
$250K +$390 +7 +0.1%
CS
47
Credit Suisse
Switzerland
$231K +$86.9K +1,560 +49%
VCM
48
Vivaldi Capital Management
Illinois
$230K -$19.2K -345 -7%
HighTower Advisors
49
HighTower Advisors
Illinois
$230K +$2K +36 +0.8%
WWA
50
WCG Wealth Advisors
Nevada
$201K -$16.3K -292 -7%

ERTH Hedge Fund Activity: Q3 2022 in Review

99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2022, worth a combined $95.1M — down 8% from $103M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ERTH and 7 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.76M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.24M sold.

  • 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2022, down from 105 in Q2 2022.
  • Funds reported $95.1M of Invesco MSCI Sustainable Future ETF stock for Q3 2022, down 8% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $3.76M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2022.