ERTH icon

Invesco MSCI Sustainable Future ETF
ERTH

Overview Fund Activity

85 hedge funds and large institutions have $45.1M invested in Invesco MSCI Sustainable Future ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.53M
2
FTUS
2
Flow Traders U.S.
New York
$1.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$511K
4
RCS
4
Retirement Capital Strategies
California
$317K
5
PWM
5
Perigon Wealth Management
California
$1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$739K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.8M
3
MD
3
Money Design
Japan
$3.42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of America
5
Bank of America
North Carolina
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$378K 8,386 -3,390 -29%
CB
27
Commerce Bank
Missouri
$365K 8,100 – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$363K 8,045 -3,013 -27%
Wells Fargo
29
Wells Fargo
California
$362K 8,029 +159 +2%
KIA
30
KCM Investment Advisors
California
$361K 8,002 +3 +0%
Comerica Bank
31
Comerica Bank
Texas
$358K 7,936 -2,077 -21%
KAS
32
Kestra Advisory Services
Texas
$324K 7,190 -143 -2%
RCS
33
Retirement Capital Strategies
California
$317K 7,026 +7,026 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$313K 6,938 -447 -6%
RJA
35
Raymond James & Associates
Florida
$259K 5,732 -996 -15%
LA
36
LexAurum Advisors
Kansas
$247K 5,482 -1,086 -17%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$245K 5,439 -1,112 -17%
AFG
38
Albion Financial Group
Utah
$160K 3,556 – –
CAL
39
Capital Analysts LLC
Pennsylvania
$126K 2,798 -99 -3%
WT
40
Washington Trust
Rhode Island
$122K 2,694 – –
W
41
WealthCollab
Washington
$120K 2,657 – –
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$100K 2,225 -36 -2%
CFGS
43
Concourse Financial Group Securities
Alabama
$95.7K 2,121 +140 +7%
TAM
44
Townsend Asset Management
North Carolina
$76.7K 1,700 +5 +0.3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$68.3K 1,514 +391 +35%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$61K 1,351 – –
WP
47
WealthShield Partners
North Carolina
$49.8K 1,104 – –
HPC
48
HM Payson & Co
Maine
$46K 1,019 – –
GWSG
49
GPS Wealth Strategies Group
Colorado
$44.4K 983 -215 -18%
ITIM
50
Indiana Trust & Investment Management
Indiana
$39.3K 870 – –
1
2
3 4