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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

110 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
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
1.74%
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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.31M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.08M
3
MD
Money Design
Japan
+$1.56M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$1.53M
5
LPL Financial
LPL Financial
California
+$528K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.75M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$1.53M
3
UBS Group
UBS Group
Switzerland
-$1.06M
4
VNA
Valley National Advisers
Pennsylvania
-$974K
5
EHC
Everett Harris & Co
California
-$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$327K +$130K +2,120 +66%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$321K +$46.1K +751 +17%
HighTower Advisors
53
HighTower Advisors
Illinois
$314K -$18.4K -300 -6%
CT
54
Cambridge Trust
Massachusetts
$271K -$98.4K -1,604 -27%
VCM
55
Vivaldi Capital Management
Illinois
$271K – – –
BRWA
56
B. Riley Wealth Advisors
Florida
$268K -$3.14K -51 -1%
WCWM
57
Willow Creek Wealth Management
California
$256K -$30.8K -500 -11%
CFG
58
Cooper Financial Group
California
$244K -$19.3K -314 -7%
Creative Planning
59
Creative Planning
Kansas
$223K +$223K +3,624 New
WF
60
Welch & Forbes
Massachusetts
$221K – – –
AFG
61
Albion Financial Group
Utah
$218K – – –
SPC
62
Sigma Planning Corp
Michigan
$209K +$2.4K +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 -$21.9K -356 -13%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$149K -$7.03K -114 -5%
MCC
68
Money Concepts Capital
Florida
$132K -$307 -5 -0.2%
IFA
69
Interactive Financial Advisors
Illinois
$109K +$30.1K +475 +38%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$92K +$1.91K +31 +2%
DWMG
71
DB Wealth Management Group
California
$80K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$77K -$17.5K -284 -18%
GWM
73
Geneos Wealth Management
Colorado
$77K -$6.1K -100 -7%
GWSG
74
GPS Wealth Strategies Group
Colorado
$57K – – –
PA
75
Parallel Advisors
California
$54K +$32.3K +519 +148%
1 2
3
4 5