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Invesco MSCI Sustainable Future ETF

83 hedge funds and large institutions have $30M invested in Invesco MSCI Sustainable Future ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 8583 (-2)

4.87% less ownership

Funds ownership: 25.2%20.34% (-4.9%)

10% less capital invested

Capital invested by funds: $33.3M → $30M (-$3.27M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$238K -$4.04K -90 -2%
Wells Fargo
27
Wells Fargo
California
$226K +$3.28K +73 +2%
LA
28
LexAurum Advisors
Kansas
$215K -$32.4K -722 -14%
CB
29
Commerce Bank
Missouri
$204K +$193K +4,290 New
WCWM
30
Willow Creek Wealth Management
California
$202K +$190K +4,241 New
Osaic Holdings
31
Osaic Holdings
Arizona
$192K +$2.25K +50 +1%
MEG
32
Millstone Evans Group
Colorado
$188K
AFG
33
Albion Financial Group
Utah
$169K
JP Morgan Chase
34
JP Morgan Chase
New York
$147K
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$111K -$20K -445 -16%
W
36
WealthCollab
Washington
$107K
TAM
37
Townsend Asset Management
North Carolina
$75.6K +$314 +7 +0.4%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$69.1K +$1.21K +27 +2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$63.3K -$20.1K -447 -25%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$54K
WP
41
WealthShield Partners
North Carolina
$49.3K
HPC
42
HM Payson & Co
Maine
$48.6K
AAS
43
Ameritas Advisory Services
Nebraska
$44.7K +$180 +4 +0.4%
ITIM
44
Indiana Trust & Investment Management
Indiana
$41.5K
AF
45
Allworth Financial
California
$40.5K
AWM
46
AE Wealth Management
Kansas
$35.9K +$33.8K +753 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$35.1K +$33.1K +737 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$35K +$4.31K +96 +15%
HR
49
Howe & Rusling
New York
$30.1K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$28K

ERTH Hedge Fund Activity: Q3 2025 in Review

83 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2025, worth a combined $30M — down 9.8% from $33.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 8 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $334K. The largest seller was Cerity Partners, cutting an estimated $2.27M.

  • 83 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2025, down from 85 in Q2 2025.
  • Funds reported $30M of Invesco MSCI Sustainable Future ETF stock for Q3 2025, down 9.8% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2025 was Jane Street, an estimated $334K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2025 was Cerity Partners, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2025.