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Invesco MSCI Sustainable Future ETF

116 hedge funds and large institutions have $163M invested in Invesco MSCI Sustainable Future ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $127M → $163M (+$35.6M)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

5% more funds holding

Funds holding: 111116 (+5)

3.36% more ownership

Funds ownership: 32.16%35.53% (+3.4%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
51
Sandbox Financial Partners
Maryland
$340K -$40.2K -591 -10%
WCWM
52
Willow Creek Wealth Management
California
$311K
CAG
53
Crestwood Advisors Group
Massachusetts
$304K -$154K -2,264 -33%
3LCM
54
3D/L Capital Management
Connecticut
$299K -$7.9K -116 -3%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$299K +$63.9K +939 +27%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$297K
BRWA
57
B. Riley Wealth Advisors
Florida
$294K +$4.76K +70 +2%
CFG
58
Cooper Financial Group
California
$286K -$91.4K -1,343 -24%
MWM
59
Maripau Wealth Management
Indiana
$258K +$295K +4,339 New
WF
60
Welch & Forbes
Massachusetts
$240K
AFG
61
Albion Financial Group
Utah
$237K
SPC
62
Sigma Planning Corp
Michigan
$224K +$68 +1 +0%
V
63
Veritable
Delaware
$214K
WTC
64
WhitTier Trust Company
Nevada
$193K
CWP
65
Concord Wealth Partners
Virginia
$186K -$2.45K -36 -1%
WT
66
Washington Trust
Rhode Island
$174K +$24.1K +354 +16%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$169K -$9.39K -138 -5%
ED
68
Exane Derivatives
France
$164K
MCC
69
Money Concepts Capital
Florida
$144K +$147K +2,157 New
NFG
70
Next Financial Group
Texas
$139K
CFGS
71
Concourse Financial Group Securities
Alabama
$103K +$25.3K +371 +32%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$98K +$99.7K +1,465 New
HI
73
Harbour Investments
Wisconsin
$94K -$30.4K -446 -24%
GWM
74
Geneos Wealth Management
Colorado
$90K
DWMG
75
DB Wealth Management Group
California
$87K

ERTH Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2021, worth a combined $163M — up 28% from $127M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ERTH positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $17.6M. The largest seller was Jane Street, cutting an estimated $2.91M.

  • 116 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $163M of Invesco MSCI Sustainable Future ETF stock for Q4 2021, up 28% quarter-over-quarter.
  • 17 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2021 and 11 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $17.6M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2021 was Jane Street, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2021.