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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $50.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9998 (-1)

2.62% less ownership

Funds ownership: 29.2%26.58% (-2.6%)

25% less capital invested

Capital invested by funds: $67.6M → $50.4M (-$17.2M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$434K +$435K +10,276 New
Wells Fargo
27
Wells Fargo
California
$413K -$53.8K -1,271 -12%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$402K -$10.6K -251 -3%
IFA
29
Interactive Financial Advisors
Illinois
$402K -$24.9K -588 -6%
PI
30
PFG Investments
New York
$385K +$27.8K +656 +8%
CAN
31
Cetera Advisor Networks
California
$362K -$265K -6,257 -42%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$361K -$2.67K -63 -0.7%
KIA
33
KCM Investment Advisors
California
$351K +$2.75K +65 +0.8%
CB
34
Commerce Bank
Missouri
$342K -$635 -15 -0.2%
RJA
35
Raymond James & Associates
Florida
$319K -$25.9K -612 -7%
KAS
36
Kestra Advisory Services
Texas
$310K -$1.1K -26 -0.4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$295K -$289K -6,841 -50%
Comerica Bank
38
Comerica Bank
Texas
$291K
LA
39
LexAurum Advisors
Kansas
$284K +$296 +7 +0.1%
JP Morgan Chase
40
JP Morgan Chase
New York
$180K -$75.5K -1,784 -29%
SG Americas Securities
41
SG Americas Securities
New York
$157K
AFG
42
Albion Financial Group
Utah
$150K
CAL
43
Capital Analysts LLC
Pennsylvania
$122K +$4.19K +99 +4%
SWM
44
Spire Wealth Management
Virginia
$118K +$169 +4 +0.1%
WT
45
Washington Trust
Rhode Island
$114K
W
46
WealthCollab
Washington
$101K
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$94.4K -$16.4K -388 -15%
CFGS
48
Concourse Financial Group Securities
Alabama
$86.7K +$5.67K +134 +7%
TAM
49
Townsend Asset Management
North Carolina
$71.8K +$127 +3 +0.2%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$57.1K

ERTH Hedge Fund Activity: Q1 2024 in Review

98 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2024, worth a combined $50.4M — down 25% from $67.6M a quarter earlier.

Fund positioning in ERTH was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2024, down from 99 in Q4 2023.
  • Funds reported $50.4M of Invesco MSCI Sustainable Future ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.53M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.