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Invesco MSCI Sustainable Future ETF
ERTH

92 hedge funds and large institutions have $33.8M invested in Invesco MSCI Sustainable Future ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 87 → 92 (+5)

2.3% less ownership

Funds ownership: 25.18% → 22.88% (-2.3%)

26% less capital invested

Capital invested by funds: $45.4M → $33.8M (-$11.6M)

80% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 35

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$179K
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.1K
3
AF
Allworth Financial
California
+$36K
4
NPT
National Philanthropic Trust
Pennsylvania
+$23.8K
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$23.3K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.31M
2
Jane Street
Jane Street
New York
-$1.53M
3
Morgan Stanley
Morgan Stanley
New York
-$682K
4
LJAC
L.J. Altfest & Co
New York
-$418K
5
FTUS
Flow Traders U.S.
New York
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
26
Natural Investments
California
$335K +$351K +8,288 New
Comerica Bank
27
Comerica Bank
Texas
$321K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$313K -$13.3K -314 -4%
PI
29
PFG Investments
New York
$303K -$37.7K -891 -11%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$301K -$96K -2,269 -23%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$281K +$127 +3 +0%
KAS
32
Kestra Advisory Services
Texas
$271K -$20.7K -490 -7%
Wells Fargo
33
Wells Fargo
California
$260K -$67.8K -1,603 -20%
NPT
34
National Philanthropic Trust
Pennsylvania
$239K +$23.8K +563 +11%
LA
35
LexAurum Advisors
Kansas
$211K -$11.6K -275 -5%
MEG
36
Millstone Evans Group
Colorado
$163K +$171K +4,040 New
AFG
37
Albion Financial Group
Utah
$144K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$112K +$23.3K +550 +25%
WT
39
Washington Trust
Rhode Island
$109K – – –
W
40
WealthCollab
Washington
$107K – – –
CAL
41
Capital Analysts LLC
Pennsylvania
$92K -$21.7K -512 -18%
CFGS
42
Concourse Financial Group Securities
Alabama
$85.7K +$42 +1 +0%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$73.8K +$59.1K +1,397 +326%
TAM
44
Townsend Asset Management
North Carolina
$63.5K -$5.5K -130 -8%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$59.1K -$2.24K -53 -4%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$55.6K -$2.31M -54,499 -98%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$54.6K – – –
WP
48
WealthShield Partners
North Carolina
$42.3K -$2.5K -59 -5%
HPC
49
HM Payson & Co
Maine
$41.2K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$36.2K -$3.72K -88 -9%
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ERTH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2024, worth a combined $33.8M — down 26% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERTH positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $179K. The largest seller was Bank of Montreal, cutting an estimated $2.31M.

  • 92 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $33.8M of Invesco MSCI Sustainable Future ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 12 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $179K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2024 was Bank of Montreal, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.