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Invesco MSCI Sustainable Future ETF
ERTH

59 hedge funds and large institutions have $40.3M invested in Invesco MSCI Sustainable Future ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $37.7M → $40.3M (+$2.59M)

2.11% less ownership

Funds ownership: 26.3% → 24.18% (-2.1%)

9% less funds holding

Funds holding: 65 → 59 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$1.63M
2
CT
Cambridge Trust
Massachusetts
+$366K
3
LNB
Ledyard National Bank
+$350K
4
Ameriprise
Ameriprise
Minnesota
+$319K
5
CAN
Cetera Advisor Networks
California
+$281K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.49M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
3
Morgan Stanley
Morgan Stanley
New York
-$777K
4
Bank of America
Bank of America
North Carolina
-$709K
5
WAG
Winthrop Advisory Group
Massachusetts
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
51
Howe & Rusling
New York
$4K – – –
WT
52
Whittier Trust
California
$4K – – –
BWA
53
BDO Wealth Advisors
Florida
$3K – – –
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1K – – –
EWM
55
Executive Wealth Management
Michigan
$1K – – –
GT
56
Glenmede Trust
Pennsylvania
$15 – – –
Citadel Advisors
57
Citadel Advisors
Florida
– -$1.14M -31,003 Closed
WAG
58
Winthrop Advisory Group
Massachusetts
– -$276K -7,500 Closed
VSWA
59
Vontobel Swiss Wealth Advisors
Switzerland
– -$255K -7,175 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$255K -6,921 Closed
WTB
61
Washington Trust Bank
Washington
– -$79K -2,138 Closed
NFG
62
Next Financial Group
Texas
– -$63K -1,722 Closed
AIC
63
Ameritas Investment Company
Nebraska
– -$10K -284 Closed
IA
64
IFP Advisors
Florida
– -$6K -171 Closed
MA
65
MUFG Americas
New York
– -$6K -150 Closed
SSB
66
Sandy Spring Bank
Maryland
– -$6K -150 Closed
THWM
67
Taylor Hoffman Wealth Management
Virginia
– -$1K -15 Closed
1 2
3

ERTH Hedge Fund Activity: Q1 2019 in Review

59 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2019, worth a combined $40.3M — up 6.9% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 6 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was Everett Harris & Co, adding an estimated $1.63M. The largest seller was Jane Street, cutting an estimated $2.49M.

  • 59 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2019, down from 65 in Q4 2018.
  • Funds reported $40.3M of Invesco MSCI Sustainable Future ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2019 and 12 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2019 was Everett Harris & Co, an estimated $1.63M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2019 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2019.