We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

111 hedge funds and large institutions have $127M invested in Invesco MSCI Sustainable Future ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% more funds holding

Funds holding: 110111 (+1)

0.65% less ownership

Funds ownership: 32.81%32.16% (-0.65%)

9% less capital invested

Capital invested by funds: $140M → $127M (-$12.1M)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3LCM
51
3D/L Capital Management
Connecticut
$291K -$26.7K -403 -8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$284K -$331 -5 -0.1%
BRWA
53
B. Riley Wealth Advisors
Florida
$275K -$11.5K -173 -4%
NAM
54
NTV Asset Management
West Virginia
$231K
WF
55
Welch & Forbes
Massachusetts
$228K
AFG
56
Albion Financial Group
Utah
$225K
JMPWA
57
JP Morgan Private Wealth Advisors
California
$224K
SPC
58
Sigma Planning Corp
Michigan
$212K -$5.43K -82 -2%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$203K -$3.24K -49 -2%
V
60
Veritable
Delaware
$203K
WTC
61
WhitTier Trust Company
Nevada
$184K
CWP
62
Concord Wealth Partners
Virginia
$179K -$153K -2,308 -45%
BCV
63
Banque Cantonale Vaudoise
Switzerland
$169K -$6.62K -100 -4%
ED
64
Exane Derivatives
France
$156K
WT
65
Washington Trust
Rhode Island
$142K
NFG
66
Next Financial Group
Texas
$132K +$81.3K +1,228 +144%
HI
67
Harbour Investments
Wisconsin
$118K
GWM
68
Geneos Wealth Management
Colorado
$86K
DWMG
69
DB Wealth Management Group
California
$82K
IFA
70
Interactive Financial Advisors
Illinois
$78K -$16.5K -250 -17%
CFGS
71
Concourse Financial Group Securities
Alabama
$74K +$18.5K +280 +32%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66K
GWSG
73
GPS Wealth Strategies Group
Colorado
$59K
LFASL
74
Lugano Financial Advisors SA (LFA)
Switzerland
$50K
SBL
75
Sargent Bickham Lagudis
Colorado
$40K

ERTH Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2021, worth a combined $127M — down 8.7% from $140M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ERTH positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.8M. The largest seller was Everett Harris & Co, cutting an estimated $7.09M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $127M of Invesco MSCI Sustainable Future ETF stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 10 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2021 was Jane Street, an estimated $5.8M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2021 was Everett Harris & Co, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2021.