We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

97 hedge funds and large institutions have $89M invested in Invesco MSCI Sustainable Future ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 9897 (-1)

1.35% less ownership

Funds ownership: 31.37%30.02% (-1.4%)

6% less capital invested

Capital invested by funds: $95.2M → $89M (-$6.16M)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$522K +$19.1K +383 +4%
CB
27
Commerce Bank
Missouri
$497K -$61.5K -1,235 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$481K -$37.3K -748 -7%
IFA
29
Interactive Financial Advisors
Illinois
$448K +$26.3K +527 +6%
MCC
30
Money Concepts Capital
Florida
$439K +$521K +10,466 +489%
PI
31
PFG Investments
New York
$438K +$444K +8,916 New
Osaic Holdings
32
Osaic Holdings
Arizona
$434K +$47.3K +950 +12%
V
33
Veritable
Delaware
$407K
KAS
34
Kestra Advisory Services
Texas
$341K -$351K -7,041 -50%
LA
35
LexAurum Advisors
Kansas
$338K +$10K +201 +3%
MPW
36
Monterey Private Wealth
California
$317K +$747 +15 +0.2%
KIA
37
KCM Investment Advisors
California
$301K +$8.37K +168 +3%
IA
38
Insight Advisors
Pennsylvania
$274K -$103K -2,067 -27%
WP
39
WealthSpring Partners
California
$267K -$12K -240 -4%
CFG
40
Cooper Financial Group
California
$261K +$9.52K +191 +4%
RCS
41
Retirement Capital Strategies
California
$252K +$256K +5,136 New
3LCM
42
3D/L Capital Management
Connecticut
$251K -$9.41K -189 -4%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$242K -$15.7K -316 -6%
VCM
44
Vivaldi Capital Management
Illinois
$240K +$50 +1 +0%
HighTower Advisors
45
HighTower Advisors
Illinois
$210K +$212K +4,259 New
SG Americas Securities
46
SG Americas Securities
New York
$182K -$229K -4,593 -55%
AFG
47
Albion Financial Group
Utah
$175K
WT
48
Washington Trust
Rhode Island
$132K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$123K +$39.4K +790 +46%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$117K

ERTH Hedge Fund Activity: Q1 2023 in Review

97 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2023, worth a combined $89M — down 6.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERTH positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 97 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $89M of Invesco MSCI Sustainable Future ETF stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.36M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2023 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.