We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF
ERTH

70 hedge funds and large institutions have $61.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

9% more funds holding

Funds holding: 64 → 70 (+6)

2.23% more ownership

Funds ownership: 29.1% → 31.33% (+2.2%)

8% less capital invested

Capital invested by funds: $66.9M → $61.2M (-$5.66M)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$9.17M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$4.91M
3
KIA
KCM Investment Advisors
California
+$1.89M
4
CT
Cambridge Trust
Massachusetts
+$604K
5
Bank of America
Bank of America
North Carolina
+$603K

Top Sellers

Rank Fund Capital Flow
1
WU
Wealthsimple US
New York
-$4.16M
2
Jane Street
Jane Street
New York
-$737K
3
IAA
Independent Advisor Alliance
North Carolina
-$493K
4
UBS Group
UBS Group
Switzerland
-$480K
5
Wells Fargo
Wells Fargo
California
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$17K – – –
GT
52
Glenmede Trust
Pennsylvania
$15K – – –
IF
53
Ironwood Financial
Arizona
$15K – – –
PCFFS
54
Pacific Center for Financial Services
California
$15K – – –
APA
55
American Portfolios Advisors
New York
$13.6K – – –
HI
56
Hudock Inc
Pennsylvania
$12K +$15K +321 New
PA
57
Parallel Advisors
California
$11K – – –
IA
58
IFP Advisors
Florida
$11K +$12.1K +258 New
PCG
59
Private Capital Group
Connecticut
$11K +$14K +300 New
CWA
60
Carolina Wealth Advisors
South Carolina
$9K -$795 -17 -7%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.34K +$7.25K +155 +388%
BFC
62
Bedel Financial Consulting
Indiana
$7K – – –
GFPC
63
Global Financial Private Client
Florida
$6.97K – – –
WEC
64
Winslow Evans & Crocker
Massachusetts
$6K – – –
TF
65
TimeScale Financial
Massachusetts
$5K – – –
HR
66
Howe & Rusling
New York
$4K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4K – – –
WT
68
Whittier Trust
California
$4K – – –
OPS
69
Orion Portfolio Solutions
Nebraska
$3K +$3.6K +77 New
IAA
70
Independent Advisor Alliance
North Carolina
– -$493K -9,879 Closed
V
71
Veritable
Delaware
– -$216K -4,329 Closed
AP
72
Advisors Preferred
Maryland
– -$62K -1,232 Closed
LC
73
Lindbrook Capital
California
– -$7K -138 Closed
1 2
3

ERTH Hedge Fund Activity: Q1 2020 in Review

70 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2020, worth a combined $61.2M — down 8.5% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ERTH positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $9.17M. The largest seller was Wealthsimple US, cutting an estimated $4.16M.

  • 70 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2020, up from 64 in Q4 2019.
  • Funds reported $61.2M of Invesco MSCI Sustainable Future ETF stock for Q1 2020, down 8.5% quarter-over-quarter.
  • 13 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2020 and 5 closed out, a net change of +8 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2020 was Everett Harris & Co, an estimated $9.17M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2020 was Wealthsimple US, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2020.