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Invesco MSCI Sustainable Future ETF

68 hedge funds and large institutions have $84.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $61.2M → $84.2M (+$23M)

7.67% more ownership

Funds ownership: 31.33%39% (+7.7%)

3% less funds holding

Funds holding: 7068 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$17.7K
GT
52
Glenmede Trust
Pennsylvania
$15K
HI
53
Hudock Inc
Pennsylvania
$15K
PCG
54
Private Capital Group
Connecticut
$15K
PA
55
Parallel Advisors
California
$14K +$44 +1 +0.3%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K +$2.65K +60 +31%
CWA
57
Carolina Wealth Advisors
South Carolina
$12K
IF
58
Ironwood Financial
Arizona
$10K -$8.84K -200 -50%
GFPC
59
Global Financial Private Client
Florida
$9.58K
BFC
60
Bedel Financial Consulting
Indiana
$9K
TF
61
TimeScale Financial
Massachusetts
$7K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$6K
HR
63
Howe & Rusling
New York
$5K
WT
64
Whittier Trust
California
$5K
OPS
65
Orion Portfolio Solutions
Nebraska
$4K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2K +$1.37K +31 New
NFG
67
Next Financial Group
Texas
-$54K -1,445 Closed
AA
68
Advisory Alpha
Michigan
-$50.2K -1,255 Closed
ASN
69
Advisory Services Network
Georgia
-$28K -754 Closed
AIC
70
Ameritas Investment Company
Nebraska
-$26K -694 Closed
IA
71
IFP Advisors
Florida
-$11.4K -258 Closed
WEC
72
Winslow Evans & Crocker
Massachusetts
-$6K -150 Closed
SCA
73
Stonebridge Capital Advisors
Minnesota
+$442 +10 New

ERTH Hedge Fund Activity: Q2 2020 in Review

68 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2020, worth a combined $84.2M — up 38% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ERTH and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $1.72M. The largest seller was Pictet Asset Management (UK), cutting an estimated $1.38M.

  • 68 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2020, down from 70 in Q1 2020.
  • Funds reported $84.2M of Invesco MSCI Sustainable Future ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2020 was Jane Street, an estimated $1.72M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2020 was Pictet Asset Management (UK), an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2020.