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Invesco MSCI Sustainable Future ETF
ERTH

87 hedge funds and large institutions have $45.4M 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, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $41.5M → $45.4M (+$3.93M)

0.74% more ownership

Funds ownership: 24.44% → 25.18% (+0.74%)

4% less funds holding

Funds holding: 91 → 87 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.29M
2
FTUS
Flow Traders U.S.
New York
+$1.34M
3
JP Morgan Chase
JP Morgan Chase
New York
+$296K
4
RCS
Retirement Capital Strategies
California
+$295K
5
PWM
Perigon Wealth Management
California
+$261K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
2
Morgan Stanley
Morgan Stanley
New York
-$607K
3
Citadel Advisors
Citadel Advisors
Florida
-$589K
4
MD
Money Design
Japan
-$560K
5
Bank of America
Bank of America
North Carolina
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$378K -$142K -3,390 -29%
CB
27
Commerce Bank
Missouri
$365K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$363K -$126K -3,013 -27%
Wells Fargo
29
Wells Fargo
California
$362K +$6.67K +159 +2%
KIA
30
KCM Investment Advisors
California
$361K +$126 +3 +0%
Comerica Bank
31
Comerica Bank
Texas
$358K -$87.1K -2,077 -21%
KAS
32
Kestra Advisory Services
Texas
$324K -$6K -143 -2%
RCS
33
Retirement Capital Strategies
California
$317K +$295K +7,026 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$313K -$18.7K -447 -6%
RJA
35
Raymond James & Associates
Florida
$259K -$41.8K -996 -15%
LA
36
LexAurum Advisors
Kansas
$247K -$45.5K -1,086 -17%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$245K -$46.6K -1,112 -17%
NPT
38
National Philanthropic Trust
Pennsylvania
$241K -$42 -1 -0%
AFG
39
Albion Financial Group
Utah
$160K – – –
CAL
40
Capital Analysts LLC
Pennsylvania
$126K -$4.15K -99 -3%
WT
41
Washington Trust
Rhode Island
$122K – – –
W
42
WealthCollab
Washington
$120K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$100K -$1.51K -36 -2%
CFGS
44
Concourse Financial Group Securities
Alabama
$95.7K +$5.87K +140 +7%
TAM
45
Townsend Asset Management
North Carolina
$76.7K +$210 +5 +0.3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$68.3K +$16.4K +391 +35%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$61K – – –
WP
48
WealthShield Partners
North Carolina
$49.8K – – –
HPC
49
HM Payson & Co
Maine
$46K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$44.4K -$9.02K -215 -18%
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ERTH Hedge Fund Activity: Q3 2024 in Review

87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2024, worth a combined $45.4M — up 9.5% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 17 added.

The largest buyer was Bank of Montreal, adding an estimated $2.29M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 87 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2024, down from 91 in Q2 2024.
  • Funds reported $45.4M of Invesco MSCI Sustainable Future ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2024 was Bank of Montreal, an estimated $2.29M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2024.