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Invesco MSCI Sustainable Future ETF

111 hedge funds and large institutions have $154M invested in Invesco MSCI Sustainable Future ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 35.53%35.46% (-0.07%)

4% less funds holding

Funds holding: 116111 (-5)

6% less capital invested

Capital invested by funds: $163M → $154M (-$9.52M)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
51
Veritable
Delaware
$327K +$128K +2,120 +66%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$321K +$45.3K +751 +17%
HighTower Advisors
53
HighTower Advisors
Illinois
$314K -$18.1K -300 -6%
CT
54
Cambridge Trust
Massachusetts
$271K -$96.8K -1,604 -27%
VCM
55
Vivaldi Capital Management
Illinois
$271K
BRWA
56
B. Riley Wealth Advisors
Florida
$268K -$3.08K -51 -1%
WCWM
57
Willow Creek Wealth Management
California
$256K -$30.2K -500 -11%
CFG
58
Cooper Financial Group
California
$244K -$18.9K -314 -7%
Creative Planning
59
Creative Planning
Kansas
$223K +$219K +3,624 New
WF
60
Welch & Forbes
Massachusetts
$221K
AFG
61
Albion Financial Group
Utah
$218K
SPC
62
Sigma Planning Corp
Michigan
$209K +$2.35K +39 +1%
WTC
63
WhitTier Trust Company
Nevada
$178K
WT
64
Washington Trust
Rhode Island
$160K
ED
65
Exane Derivatives
France
$151K
CWP
66
Concord Wealth Partners
Virginia
$150K -$21.5K -356 -13%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$149K -$6.88K -114 -5%
MCC
68
Money Concepts Capital
Florida
$132K -$302 -5 -0.2%
IFA
69
Interactive Financial Advisors
Illinois
$109K +$28.7K +475 +38%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$92K +$1.87K +31 +2%
DWMG
71
DB Wealth Management Group
California
$80K
CFGS
72
Concourse Financial Group Securities
Alabama
$77K -$17.1K -284 -18%
GWM
73
Geneos Wealth Management
Colorado
$77K -$6.03K -100 -7%
GWSG
74
GPS Wealth Strategies Group
Colorado
$57K
PA
75
Parallel Advisors
California
$54K +$31.3K +519 +148%

ERTH Hedge Fund Activity: Q1 2022 in Review

111 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2022, worth a combined $154M — down 5.8% from $163M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $4.23M. The largest seller was Bank of America, cutting an estimated $2.71M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $154M of Invesco MSCI Sustainable Future ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2022 was Ameriprise, an estimated $4.23M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2022 was Bank of America, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.