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Invesco MSCI Sustainable Future ETF
ERTH

85 hedge funds and large institutions have $31.1M invested in Invesco MSCI Sustainable Future ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 22.88% → 22.57% (-0.31%)

8% less funds holding

Funds holding: 92 → 85 (-7)

8% less capital invested

Capital invested by funds: $33.8M → $31.1M (-$2.68M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$971K
2
FTUS
Flow Traders U.S.
New York
+$519K
3
Jane Street
Jane Street
New York
+$510K
4
BT
Banque Transatlantique
France
+$179K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$123K

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$825K
2
UBS Group
UBS Group
Switzerland
-$606K
3
Bank of America
Bank of America
North Carolina
-$345K
4
IFA
Interactive Financial Advisors
Illinois
-$337K
5
Comerica Bank
Comerica Bank
Texas
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$272K -$18.2K -452 -6%
NPT
27
National Philanthropic Trust
Pennsylvania
$240K +$10.6K +263 +4%
Wells Fargo
28
Wells Fargo
California
$236K -$14.1K -349 -5%
KAS
29
Kestra Advisory Services
Texas
$203K -$59.5K -1,477 -22%
LA
30
LexAurum Advisors
Kansas
$202K +$161 +4 +0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$202K -$70K -1,736 -25%
BT
32
Banque Transatlantique
France
$173K +$179K +4,445 New
MEG
33
Millstone Evans Group
Colorado
$153K -$3.63K -90 -2%
AFG
34
Albion Financial Group
Utah
$138K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$124K -$216K -5,351 -63%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$108K – – –
WT
37
Washington Trust
Rhode Island
$105K – – –
W
38
WealthCollab
Washington
$86.9K -$16.9K -419 -16%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$84.8K +$13.8K +342 +19%
CAL
40
Capital Analysts LLC
Pennsylvania
$79K -$9.92K -246 -11%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$61.3K +$4.68K +116 +8%
TAM
42
Townsend Asset Management
North Carolina
$61.1K +$81 +2 +0.1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$53.4K – – –
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$52.5K – – –
GWM
45
Geneos Wealth Management
Colorado
$48.8K +$25.3K +628 +100%
WP
46
WealthShield Partners
North Carolina
$40.2K -$403 -10 -1%
HPC
47
HM Payson & Co
Maine
$39.6K – – –
ITIM
48
Indiana Trust & Investment Management
Indiana
$33.8K – – –
AF
49
Allworth Financial
California
$33.3K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$25K +$40 +1 +0.2%
1
2
3 4

ERTH Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2025, worth a combined $31.1M — down 7.9% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $971K. The largest seller was Mission Wealth Management, exiting entirely with an estimated $825K sold.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $31.1M of Invesco MSCI Sustainable Future ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2025 and 10 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $971K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2025 was Mission Wealth Management, an estimated $825K sold.

Based on aggregated 13F filings for Q1 2025.