Invesco MSCI Sustainable Future ETF
ERTH
49 hedge funds and large institutions have $19.5M invested in Invesco MSCI Sustainable Future ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 48 → 49 (+1)
5.49% less ownership
Funds ownership: 28.1% → 22.61% (-5.5%)
17% less capital invested
Capital invested by funds: $23.7M → $19.5M (-$4.11M)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$614K |
| 2 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
+$419K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$140K |
| 4 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
+$95.9K |
| 5 |
Morgan Stanley
New York
|
+$84.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.07M |
| 2 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$1.52M |
| 3 |
Jane Street
New York
|
-$1.11M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$562K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
51
Convergent Wealth Advisors
Potomac,
Maryland
| – | -$1.52M | -48,000 | Closed |
|
|
52
Northern Trust
Chicago,
Illinois
| – | -$562K | -17,700 | Closed |
|
|
BWM
53
Braver Wealth Management
Needham,
Massachusetts
| – | -$243K | -7,648 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$3K | -100 | Closed |
|
|
WT
55
Whittier Trust
South Pasadena,
California
| – | -$1K | -45 | Closed |
|
ERTH Hedge Fund Activity: Q1 2014 in Review
49 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2014, worth a combined $19.5M — down 17% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ERTH positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 14 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $614K. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.07M sold.
- 49 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2014, up from 48 in Q4 2013.
- Funds reported $19.5M of Invesco MSCI Sustainable Future ETF stock for Q1 2014, down 17% quarter-over-quarter.
- 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2014 and 6 closed out, a net change of +1 holder.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2014 was Royal Bank of Canada, an estimated $614K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q1 2014 was Goldman Sachs, an estimated $2.07M sold.
Based on aggregated 13F filings for Q1 2014.