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Invesco MSCI Sustainable Future ETF
ERTH

98 hedge funds and large institutions have $95.2M invested in Invesco MSCI Sustainable Future ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1.02% more ownership

Funds ownership: 30.35% → 31.37% (+1%)

0% more capital invested

Capital invested by funds: $95.1M → $95.2M (+$112K)

1% less funds holding

Funds holding: 99 → 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$568K
4
Cerity Partners
Cerity Partners
New York
+$548K
5
MD
Money Design
Japan
+$475K

Top Sellers

1
AWM
Avaii Wealth Management
Wisconsin
-$2.27M
2
Ameriprise
Ameriprise
Minnesota
-$483K
3
Bank of America
Bank of America
North Carolina
-$387K
4
Citadel Advisors
Citadel Advisors
Florida
-$378K
5
KIA
KCM Investment Advisors
California
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
26
Bank Julius Baer & Co
Switzerland
$535K +$8.66K +177 +2%
Cerity Partners
27
Cerity Partners
New York
$535K +$548K +11,195 New
VNA
28
Valley National Advisers
Pennsylvania
$533K -$72.2K -1,476 -12%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$504K -$19.3K -395 -4%
CA
30
Cetera Advisors
Colorado
$434K -$16.5K -338 -4%
IFA
31
Interactive Financial Advisors
Illinois
$411K +$82.5K +1,686 +24%
SG Americas Securities
32
SG Americas Securities
New York
$397K – – –
V
33
Veritable
Delaware
$396K +$406K +8,290 New
Osaic Holdings
34
Osaic Holdings
Arizona
$378K +$65K +1,329 +20%
IA
35
Insight Advisors
Pennsylvania
$363K -$218K -4,459 -37%
LA
36
LexAurum Advisors
Kansas
$319K – – –
MPW
37
Monterey Private Wealth
California
$308K -$15.2K -310 -5%
KIA
38
KCM Investment Advisors
California
$285K -$372K -7,591 -56%
WP
39
WealthSpring Partners
California
$272K -$18.2K -372 -6%
3LCM
40
3D/L Capital Management
Connecticut
$254K -$13.4K -273 -5%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$251K -$68.9K -1,407 -21%
CFG
42
Cooper Financial Group
California
$245K +$49 +1 +0%
VCM
43
Vivaldi Capital Management
Illinois
$238K – – –
JMPWA
44
JP Morgan Private Wealth Advisors
California
$202K -$64.1K -1,309 -24%
AFG
45
Albion Financial Group
Utah
$170K – – –
WTC
46
WhitTier Trust Company
Nevada
$139K – – –
WT
47
Washington Trust
Rhode Island
$129K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$114K +$116K +2,376 New
CWP
49
Concord Wealth Partners
Virginia
$112K +$115K +2,354 New
MCC
50
Money Concepts Capital
Florida
$102K +$196 +4 +0.2%
1
2
3 4 5

ERTH Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2022, worth a combined $95.2M — up 0.12% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ERTH positions and 12 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $2.27M sold.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2022, down from 99 in Q3 2022.
  • Funds reported $95.2M of Invesco MSCI Sustainable Future ETF stock for Q4 2022, up 0.12% quarter-over-quarter.
  • 15 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2022 and 12 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2022 was Jane Street, an estimated $3.78M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2022 was Avaii Wealth Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2022.