Invesco MSCI Sustainable Future ETF
ERTH
64 hedge funds and large institutions have $47M invested in Invesco MSCI Sustainable Future ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $35.8M → $47M (+$11.1M)
5.16% more ownership
Funds ownership: 21.82% → 26.97% (+5.2%)
3% more funds holding
Funds holding: 62 → 64 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.32M |
| 2 |
Jane Street
New York
|
+$3.86M |
| 3 |
Morgan Stanley
New York
|
+$559K |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$433K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$969K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$467K |
| 3 |
LPL Financial
San Diego,
California
|
-$110K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$33.6K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $8K | – | – | – |
|
|
BFC
52
Bedel Financial Consulting
Indianapolis,
Indiana
| $7K | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
SSB
54
Sandy Spring Bank
Olney,
Maryland
| $7K | – | – | – |
|
|
BAMG
55
Brand Asset Management Group
Chesterfield,
Missouri
| $7K | +$6.93K | +160 | New |
|
|
DBT
56
Dubuque Bank & Trust
Dubuque,
Iowa
| $7K | +$7.23K | +167 | New |
|
57
Citigroup
New York
| $6K | – | – | – |
|
|
HR
58
Howe & Rusling
Rochester,
New York
| $4K | – | – | – |
|
|
WT
59
Whittier Trust
South Pasadena,
California
| $4K | – | – | – |
|
|
BWA
60
BDO Wealth Advisors
Jacksonville,
Florida
| $3K | – | – | – |
|
61
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
62
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$33K | -781 | Closed |
|
|
GT
63
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$18K | -433 | Closed |
|
|
RWP
64
RWA Wealth Partners
Newton,
Massachusetts
| – | -$15K | -348 | Closed |
|
65
SEI Investments
Oaks,
Pennsylvania
| – | -$7K | -156 | Closed |
|
ERTH Hedge Fund Activity: Q3 2018 in Review
64 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2018, worth a combined $47M — up 31% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ERTH positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was Wells Fargo, cutting an estimated $969K.
- 64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2018, up from 62 in Q2 2018.
- Funds reported $47M of Invesco MSCI Sustainable Future ETF stock for Q3 2018, up 31% quarter-over-quarter.
- 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2018 and 4 closed out, a net change of +2 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2018 was Bank of America, an estimated $4.32M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2018 was Wells Fargo, an estimated $969K sold.
Based on aggregated 13F filings for Q3 2018.