Invesco MSCI Sustainable Future ETF
ERTH
58 hedge funds and large institutions have $44M invested in Invesco MSCI Sustainable Future ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $40.3M → $44M (+$3.74M)
0.34% less ownership
Funds ownership: 24.18% → 23.84% (-0.34%)
2% less funds holding
Funds holding: 59 → 58 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$464K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$408K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$276K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$210K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$662K |
| 2 |
Jane Street
New York
|
-$565K |
| 3 |
Morgan Stanley
New York
|
-$235K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$89.4K |
| 5 |
LPL Financial
San Diego,
California
|
-$70.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
53
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
EWM
54
Executive Wealth Management
Brighton,
Michigan
| $1K | +$220 | +5 | +20% |
|
|
GT
55
Glenmede Trust
Philadelphia,
Pennsylvania
| $17 | – | – | – |
|
|
BF
56
BOK Financial
Tulsa,
Oklahoma
| – | -$662K | -15,700 | Closed |
|
|
57
Jane Street
New York
| – | -$565K | -13,401 | Closed |
|
|
AA
58
Advisory Alpha
Holland,
Michigan
| – | -$89.4K | -2,045 | Closed |
|
|
CA
59
Cetera Advisors
Denver,
Colorado
| – | -$13K | -320 | Closed |
|
|
SWM
60
SeaCrest Wealth Management
Purchase,
New York
| – | -$13K | -300 | Closed |
|
|
DBT
61
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$7K | -167 | Closed |
|
62
Citigroup
New York
| – | -$6K | -145 | Closed |
|
|
BWA
63
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$3K | -75 | Closed |
|
ERTH Hedge Fund Activity: Q2 2019 in Review
58 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2019, worth a combined $44M — up 9.3% from $40.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ERTH and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.
The largest buyer was Everett Harris & Co, adding an estimated $464K. The largest seller was BOK Financial, exiting entirely with an estimated $662K sold.
- 58 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2019, down from 59 in Q1 2019.
- Funds reported $44M of Invesco MSCI Sustainable Future ETF stock for Q2 2019, up 9.3% quarter-over-quarter.
- 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2019 and 8 closed out, a net change of -1 holder.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2019 was Everett Harris & Co, an estimated $464K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q2 2019 was BOK Financial, an estimated $662K sold.
Based on aggregated 13F filings for Q2 2019.