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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

104 hedge funds and large institutions have $103M invested in Invesco MSCI Sustainable Future ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
36
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
$11.5M
2
LPL Financial
LPL Financial
California
$5.47M
3
MWM
Mission Wealth Management
California
$1.35M
4
KAS
Kestra Advisory Services
Texas
$811K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$657K

Top Sellers

1
EHC
Everett Harris & Co
California
$0
2
KIA
KCM Investment Advisors
California
$781K
3
Bank of America
Bank of America
North Carolina
$11.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$345K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$227K -$7.43K -138 -3%
WCWM
52
Willow Creek Wealth Management
California
$223K +$107 +2 +0%
AFG
53
Albion Financial Group
Utah
$191K – – –
CS
54
Credit Suisse
Switzerland
$171K +$171K +3,182 New
WT
55
Whittier Trust
California
$158K +$158K +2,940 New
WTC
56
WhitTier Trust Company
Nevada
$156K – – –
WT
57
Washington Trust
Rhode Island
$140K – – –
ED
58
Exane Derivatives
France
$132K – – –
CWP
59
Concord Wealth Partners
Virginia
$131K – – –
BCV
60
Banque Cantonale Vaudoise
Switzerland
$130K – – –
MCC
61
Money Concepts Capital
Florida
$117K +$1.61K +30 +1%
CT
62
Cambridge Trust
Massachusetts
$115K -$122K -2,279 -52%
HI
63
Harbour Investments
Wisconsin
$83K +$83K +1,548 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$80K +$53 +1 +0.1%
CFGS
65
Concourse Financial Group Securities
Alabama
$75K +$8.11K +152 +12%
DWMG
66
DB Wealth Management Group
California
$70K – – –
GWM
67
Geneos Wealth Management
Colorado
$67K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$61K +$61K +1,140 New
GWSG
69
GPS Wealth Strategies Group
Colorado
$50K – – –
PA
70
Parallel Advisors
California
$47K +$108 +2 +0.2%
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$42K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$32K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$32K – – –
BWA
74
BDO Wealth Advisors
Florida
$25K +$162 +3 +0.7%
HI
75
Hudock Inc
Pennsylvania
$24K +$6.22K +120 +35%
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3
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