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Invesco MSCI Sustainable Future ETF
ERTH

91 hedge funds and large institutions have $41.5M invested in Invesco MSCI Sustainable Future ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% less ownership

Funds ownership: 26.58% → 24.44% (-2.1%)

7% less funds holding

Funds holding: 98 → 91 (-7)

18% less capital invested

Capital invested by funds: $50.4M → $41.5M (-$8.95M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$597K
2
UBS Group
UBS Group
Switzerland
+$260K
3
MGIA
Moneta Group Investment Advisors
Missouri
+$224K
4
NPT
National Philanthropic Trust
Pennsylvania
+$220K
5
Comerica Bank
Comerica Bank
Texas
+$129K

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$1.31M
2
Jane Street
Jane Street
New York
-$940K
3
Bank of America
Bank of America
North Carolina
-$922K
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$642K
5
Citadel Advisors
Citadel Advisors
Florida
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$334K -$74.3K -1,801 -18%
CB
27
Commerce Bank
Missouri
$320K – – –
KIA
28
KCM Investment Advisors
California
$316K -$12.2K -297 -4%
Wells Fargo
29
Wells Fargo
California
$311K -$78.3K -1,899 -19%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$291K -$88K -2,134 -22%
KAS
31
Kestra Advisory Services
Texas
$289K +$206 +5 +0.1%
RJA
32
Raymond James & Associates
Florida
$265K -$34K -824 -11%
LA
33
LexAurum Advisors
Kansas
$259K -$6.47K -157 -2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$259K -$81.8K -1,983 -23%
NPT
35
National Philanthropic Trust
Pennsylvania
$211K +$220K +5,341 New
JP Morgan Chase
36
JP Morgan Chase
New York
$168K – – –
SG Americas Securities
37
SG Americas Securities
New York
$147K – – –
AFG
38
Albion Financial Group
Utah
$140K – – –
CAL
39
Capital Analysts LLC
Pennsylvania
$114K – – –
WT
40
Washington Trust
Rhode Island
$106K – – –
W
41
WealthCollab
Washington
$105K +$10.6K +256 +11%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$89.2K -$742 -18 -0.8%
CFGS
43
Concourse Financial Group Securities
Alabama
$78.2K -$2.89K -70 -3%
TAM
44
Townsend Asset Management
North Carolina
$66.9K -$165 -4 -0.2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$59K -$226K -5,487 -80%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$53.3K – – –
CPG
47
Custom Portfolio Group
Colorado
$49.4K – – –
GWSG
48
GPS Wealth Strategies Group
Colorado
$47.3K +$49.4K +1,198 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$44.3K -$1.9K -46 -4%
WP
50
WealthShield Partners
North Carolina
$43.6K -$7.01K -170 -13%
1
2
3 4 5

ERTH Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2024, worth a combined $41.5M — down 18% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, adding an estimated $597K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $1.31M sold.

  • 91 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2024, down from 98 in Q1 2024.
  • Funds reported $41.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2024 and 9 closed out, a net change of -5 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $597K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2024 was SageView Advisory Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2024.