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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

98 hedge funds and large institutions have $67.6M invested in Invesco MSCI Sustainable Future ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.76M
2
Ameriprise
Ameriprise
Minnesota
$4.25M
3
Cerity Partners
Cerity Partners
New York
$548K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$651K
5
FIM
Freedom Investment Management
Connecticut
$230K

Top Sellers

1
Jane Street
Jane Street
New York
$6.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.53M
3
LPL Financial
LPL Financial
California
$3.79M
4
Bank of America
Bank of America
North Carolina
$5.48M
5
Citadel Advisors
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$521K -$159K -3,370 -23%
Osaic Holdings
27
Osaic Holdings
Arizona
$514K -$127K -2,683 -20%
IFA
28
Interactive Financial Advisors
Illinois
$483K +$55.4K +1,158 +13%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$462K +$52.5K +1,112 +13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$406K -$84K -1,778 -17%
PI
31
PFG Investments
New York
$399K -$19.5K -413 -5%
KIA
32
KCM Investment Advisors
California
$389K +$32.7K +692 +9%
RJA
33
Raymond James & Associates
Florida
$386K -$166K -3,522 -30%
CB
34
Commerce Bank
Missouri
$383K -$36.8K -780 -9%
KAS
35
Kestra Advisory Services
Texas
$347K -$1.61K -34 -0.5%
Comerica Bank
36
Comerica Bank
Texas
$325K -$1.18K -25 -0.4%
LA
37
LexAurum Advisors
Kansas
$317K -$9.45K -200 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$286K -$70.5K -1,493 -20%
MPW
39
Monterey Private Wealth
California
$240K -$45.5K -963 -16%
FIM
40
Freedom Investment Management
Connecticut
$230K +$230K +4,876 New
CFG
41
Cooper Financial Group
California
$203K -$49.1K -1,040 -20%
SG Americas Securities
42
SG Americas Securities
New York
$175K – – –
AFG
43
Albion Financial Group
Utah
$168K – – –
SAM
44
Smartleaf Asset Management
Massachusetts
$151K +$151K +3,184 New
CAL
45
Capital Analysts LLC
Pennsylvania
$132K +$82.6K +1,750 +167%
WT
46
Washington Trust
Rhode Island
$127K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$123K -$17.5K -378 -12%
SWM
48
Spire Wealth Management
Virginia
$115K – – –
W
49
WealthCollab
Washington
$113K +$113K +2,401 New
CFGS
50
Concourse Financial Group Securities
Alabama
$90.8K -$18.2K -383 -17%
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