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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $76.2M invested in Invesco MSCI Sustainable Future ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

5% more funds holding

Funds holding: 9398 (+5)

2.14% more ownership

Funds ownership: 29.43%31.57% (+2.1%)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

8% less capital invested

Capital invested by funds: $82.9M → $76.2M (-$6.74M)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$589K +$647K +13,304 New
LNB
27
Ledyard National Bank
$584K -$3.74K -77 -0.6%
RJA
28
Raymond James & Associates
Florida
$517K -$152K -3,122 -21%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$459K +$36.6K +752 +8%
VNA
30
Valley National Advisers
Pennsylvania
$453K -$10.2K -209 -2%
IFA
31
Interactive Financial Advisors
Illinois
$396K +$16.5K +340 +4%
CB
32
Commerce Bank
Missouri
$394K -$27.7K -570 -6%
PI
33
PFG Investments
New York
$393K -$2.58K -53 -0.6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$383K -$147K -3,015 -26%
LWP
35
Laurel Wealth Planning
Minnesota
$352K -$10.5K -215 -3%
JP Morgan Chase
36
JP Morgan Chase
New York
$334K -$13.1M -268,559 -97%
KIA
37
KCM Investment Advisors
California
$334K +$45.6K +937 +14%
KAS
38
Kestra Advisory Services
Texas
$327K -$15.6K -321 -4%
LA
39
LexAurum Advisors
Kansas
$306K +$58.4K +1,200 +21%
Comerica Bank
40
Comerica Bank
Texas
$306K +$336K +6,904 New
MPW
41
Monterey Private Wealth
California
$267K -$17.7K -364 -6%
3LCM
42
3D/L Capital Management
Connecticut
$236K +$535 +11 +0.2%
CFG
43
Cooper Financial Group
California
$236K +$340 +7 +0.1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$235K -$99.5K -2,047 -29%
WP
45
WealthSpring Partners
California
$224K +$389 +8 +0.2%
VCM
46
Vivaldi Capital Management
Illinois
$216K +$97 +2 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$200K +$14.2K +292 +7%
SG Americas Securities
48
SG Americas Securities
New York
$164K
AFG
49
Albion Financial Group
Utah
$157K
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$131K -$6.81K -140 -4%

ERTH Hedge Fund Activity: Q3 2023 in Review

98 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2023, worth a combined $76.2M — down 8.1% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERTH positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $12.2M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $76.2M of Invesco MSCI Sustainable Future ETF stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2023 was Jane Street, an estimated $12.2M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2023 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2023.