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Invesco MSCI Sustainable Future ETF

93 hedge funds and large institutions have $82.9M invested in Invesco MSCI Sustainable Future ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.59% less ownership

Funds ownership: 30.02%29.43% (-0.59%)

4% less funds holding

Funds holding: 9793 (-4)

7% less capital invested

Capital invested by funds: $89M → $82.9M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$549K
VNA
27
Valley National Advisers
Pennsylvania
$513K -$24K -505 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$502K +$67.3K +1,417 +16%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$472K -$7.93K -167 -2%
CB
30
Commerce Bank
Missouri
$464K -$31.6K -665 -7%
PI
31
PFG Investments
New York
$437K +$237 +5 +0.1%
IFA
32
Interactive Financial Advisors
Illinois
$421K -$25K -526 -6%
LWP
33
Laurel Wealth Planning
Minnesota
$400K -$174K -3,656 -31%
KAS
34
Kestra Advisory Services
Texas
$378K +$36.3K +765 +11%
BCM
35
BlueCrest Capital Management
Jersey
$350K +$339K +7,148 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$349K +$215K +4,524 +182%
KIA
37
KCM Investment Advisors
California
$324K +$22.2K +468 +8%
MPW
38
Monterey Private Wealth
California
$314K -$2.94K -62 -1%
LA
39
LexAurum Advisors
Kansas
$280K -$55K -1,159 -17%
RCS
40
Retirement Capital Strategies
California
$266K +$14.2K +298 +6%
3LCM
41
3D/L Capital Management
Connecticut
$261K +$9.93K +209 +4%
CFG
42
Cooper Financial Group
California
$261K +$522 +11 +0.2%
WP
43
WealthSpring Partners
California
$248K -$18.5K -390 -7%
VCM
44
Vivaldi Capital Management
Illinois
$239K +$95 +2 +0%
HighTower Advisors
45
HighTower Advisors
Illinois
$209K -$1.09K -23 -0.5%
SG Americas Securities
46
SG Americas Securities
New York
$182K
AFG
47
Albion Financial Group
Utah
$174K
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$156K -$83.2K -1,751 -35%
WT
49
Washington Trust
Rhode Island
$132K
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$116K

ERTH Hedge Fund Activity: Q2 2023 in Review

93 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2023, worth a combined $82.9M — down 6.8% from $89M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was JP Morgan Chase, cutting an estimated $5.33M.

  • 93 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $82.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2023 was Jane Street, an estimated $2.61M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2023 was JP Morgan Chase, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2023.