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Invesco MSCI Sustainable Future ETF

85 hedge funds and large institutions have $29.9M invested in Invesco MSCI Sustainable Future ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

2% more funds holding

Funds holding: 8385 (+2)

0.79% more ownership

Funds ownership: 20.34%21.13% (+0.79%)

0% less capital invested

Capital invested by funds: $30M → $29.9M (-$119K)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$279K +$9.5K +200 +4%
Raymond James Financial
27
Raymond James Financial
Florida
$268K -$77.4K -1,629 -22%
KAS
28
Kestra Advisory Services
Texas
$264K +$28.4K +598 +12%
AQR Capital Management
29
AQR Capital Management
Connecticut
$245K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$231K +$233K +4,900 New
CB
31
Commerce Bank
Missouri
$208K +$5.27K +111 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$187K -$10.2K -215 -5%
MEG
33
Millstone Evans Group
Colorado
$186K
AFG
34
Albion Financial Group
Utah
$168K
JP Morgan Chase
35
JP Morgan Chase
New York
$145K
W
36
WealthCollab
Washington
$106K
WT
37
WHI Trust
Illinois
$86.9K +$87.5K +1,842 New
TAM
38
Townsend Asset Management
North Carolina
$75.2K +$333 +7 +0.4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$73.3K +$10.7K +226 +17%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$67.1K -$1.33K -28 -2%
AC
41
AlphaCore Capital
California
$61.6K +$62.1K +1,306 New
SG
42
Sankala Group
Colorado
$56.3K +$55.4K +1,165 New
WP
43
WealthShield Partners
North Carolina
$48.8K
HPC
44
HM Payson & Co
Maine
$48.1K
ITIM
45
Indiana Trust & Investment Management
Indiana
$41K
AF
46
Allworth Financial
California
$40.1K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$35K +$95 +2 +0.3%
HR
48
Howe & Rusling
New York
$29.8K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$27.7K
ACA
50
Aptus Capital Advisors
Alabama
$26.2K +$14.3K +300 +117%

ERTH Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2025, worth a combined $29.9M — down 0.4% from $30M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERTH positions and 7 closed out — a net gain of 5 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $840K. The largest seller was UBS Group, cutting an estimated $1.1M.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2025, up from 83 in Q3 2025.
  • Funds reported $29.9M of Invesco MSCI Sustainable Future ETF stock for Q4 2025, down 0.4% quarter-over-quarter.
  • 12 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2025 and 7 closed out, a net change of +5 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2025 was Jane Street, an estimated $840K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2025 was UBS Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2025.