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Invesco MSCI Sustainable Future ETF
ERTH

74 hedge funds and large institutions have $108M invested in Invesco MSCI Sustainable Future ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $84.2M → $108M (+$23.7M)

9% more funds holding

Funds holding: 68 → 74 (+6)

4.99% less ownership

Funds ownership: 39% → 34.01% (-5%)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$4.99M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.92M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.17M
4
SFS
Sowell Financial Services
Arkansas
+$1.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$864K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.92M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$1.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$496K
4
WU
Wealthsimple US
New York
-$368K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$70K +$66.6K +1,200 New
GWM
52
Geneos Wealth Management
Colorado
$65K +$4.72K +85 +8%
HDIM
53
Hanson & Doremus Investment Management
Vermont
$54K – – –
AA
54
Advisory Alpha
Michigan
$50K +$44.7K +805 New
ASN
55
Advisory Services Network
Georgia
$48K +$45K +812 New
SBL
56
Sargent Bickham Lagudis
Colorado
$37K – – –
IWMA
57
Ironwood Wealth Management (Arizona)
Arizona
$35K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$24K -$2.88K -52 -11%
PCFFS
59
Pacific Center for Financial Services
California
$23K – – –
APA
60
American Portfolios Advisors
New York
$21.1K – – –
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K +$3.05K +55 +22%
GT
62
Glenmede Trust
Pennsylvania
$18K – – –
HI
63
Hudock Inc
Pennsylvania
$18K – – –
PA
64
Parallel Advisors
California
$18K – – –
PCG
65
Private Capital Group
Connecticut
$18K – – –
CWA
66
Carolina Wealth Advisors
South Carolina
$13K -$1.66K -30 -12%
IF
67
Ironwood Financial
Arizona
$12K – – –
GFPC
68
Global Financial Private Client
Florida
$11.7K – – –
BFC
69
Bedel Financial Consulting
Indiana
$10K -$555 -10 -6%
TF
70
TimeScale Financial
Massachusetts
$9K – – –
ACA
71
Aptus Capital Advisors
Alabama
$9K +$8.54K +154 New
HR
72
Howe & Rusling
New York
$6K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Jane Street
74
Jane Street
New York
– -$2.92M -59,425 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$496K -10,081 Closed
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ERTH Hedge Fund Activity: Q3 2020 in Review

74 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2020, worth a combined $108M — up 28% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERTH positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $4.99M. The largest seller was Jane Street, exiting entirely with an estimated $2.92M sold.

  • 74 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2020, up from 68 in Q2 2020.
  • Funds reported $108M of Invesco MSCI Sustainable Future ETF stock for Q3 2020, up 28% quarter-over-quarter.
  • 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2020 and 8 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2020 was Everett Harris & Co, an estimated $4.99M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2020 was Jane Street, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2020.