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Invesco MSCI Sustainable Future ETF
ERTH

64 hedge funds and large institutions have $66.9M invested in Invesco MSCI Sustainable Future ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $48.9M → $66.9M (+$18M)

5% more funds holding

Funds holding: 61 → 64 (+3)

3.61% more ownership

Funds ownership: 25.49% → 29.1% (+3.6%)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$4.77M
2
GI
Gradient Investments
Minnesota
+$1.08M
3
IAA
Independent Advisor Alliance
North Carolina
+$462K
4
KIA
KCM Investment Advisors
California
+$392K
5
CT
Cambridge Trust
Massachusetts
+$302K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$814K
2
Citadel Advisors
Citadel Advisors
Florida
-$580K
3
WCWM
Willow Creek Wealth Management
California
-$152K
4
AP
Advisors Preferred
Maryland
-$46.6K
5
AA
Advisory Alpha
Michigan
-$23.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$15K – – –
PA
52
Parallel Advisors
California
$15K – – –
CWA
53
Carolina Wealth Advisors
South Carolina
$13K +$12.2K +261 New
GFPC
54
Global Financial Private Client
Florida
$9.79K +$9.17K +196 New
BFC
55
Bedel Financial Consulting
Indiana
$9K – – –
WEC
56
Winslow Evans & Crocker
Massachusetts
$8K – – –
LC
57
Lindbrook Capital
California
$7K – – –
TF
58
TimeScale Financial
Massachusetts
$7K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$6K – – –
HR
60
Howe & Rusling
New York
$5K – – –
WT
61
Whittier Trust
California
$5K – – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2K +$1.87K +40 New
Citadel Advisors
63
Citadel Advisors
Florida
– -$580K -13,005 Closed
ACA
64
Aptus Capital Advisors
Alabama
– -$6K -154 Closed
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
– -$5K -113 Closed
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
– -$1K -31 Closed
1 2
3

ERTH Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2019, worth a combined $66.9M — up 37% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ERTH positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $4.77M. The largest seller was Morgan Stanley, cutting an estimated $814K.

  • 64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2019, up from 61 in Q3 2019.
  • Funds reported $66.9M of Invesco MSCI Sustainable Future ETF stock for Q4 2019, up 37% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2019 was Everett Harris & Co, an estimated $4.77M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2019 was Morgan Stanley, an estimated $814K sold.

Based on aggregated 13F filings for Q4 2019.