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Invesco MSCI Sustainable Future ETF
ERTH

99 hedge funds and large institutions have $95.1M invested in Invesco MSCI Sustainable Future ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.66% more ownership

Funds ownership: 29.69% → 30.35% (+0.66%)

6% less funds holding

Funds holding: 105 → 99 (-6)

8% less capital invested

Capital invested by funds: $103M → $95.1M (-$8.26M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
99
Holders Change
-6
Holders Change %
-5.71%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
32
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.76M
2
UBS Group
UBS Group
Switzerland
+$3.71M
3
LPL Financial
LPL Financial
California
+$1.68M
4
Citadel Advisors
Citadel Advisors
Florida
+$432K
5
OMC
Old Mission Capital
Illinois
+$342K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.24M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.89M
3
Bank of America
Bank of America
North Carolina
-$845K
4
Jane Street
Jane Street
New York
-$813K
5
Cerity Partners
Cerity Partners
New York
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Albion Financial Group
Utah
$173K – – –
WTC
52
WhitTier Trust Company
Nevada
$141K – – –
WT
53
Washington Trust
Rhode Island
$131K +$5.01K +90 +3%
MCC
54
Money Concepts Capital
Florida
$104K -$2.51K -45 -2%
BCV
55
Banque Cantonale Vaudoise
Switzerland
$102K -$18.2K -327 -14%
HI
56
Harbour Investments
Wisconsin
$83K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$65K -$9.41K -169 -11%
DWMG
58
DB Wealth Management Group
California
$63K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$59K -$11.4K -204 -15%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$46K -$11.1K -200 -18%
GWSG
61
GPS Wealth Strategies Group
Colorado
$45K – – –
PA
62
Parallel Advisors
California
$41K -$2K -36 -4%
GWM
63
Geneos Wealth Management
Colorado
$40K -$24.2K -435 -34%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$40K +$13.5K +243 +41%
CT
65
Cambridge Trust
Massachusetts
$39K -$75.2K -1,350 -63%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$38K – – –
BWA
67
BDO Wealth Advisors
Florida
$23K +$56 +1 +0.2%
HI
68
Hudock Inc
Pennsylvania
$22K – – –
IA
69
IFP Advisors
Florida
$19K – – –
PCFFS
70
Pacific Center for Financial Services
California
$19K – – –
SWA
71
SOA Wealth Advisors
New York
$17K +$223 +4 +1%
FF
72
FourThought Financial
Florida
$16K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
GT
74
Glenmede Trust
Pennsylvania
$15K – – –
SBL
75
Sargent Bickham Lagudis
Colorado
$14K – – –
1 2
3
4 5

ERTH Hedge Fund Activity: Q3 2022 in Review

99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2022, worth a combined $95.1M — down 8% from $103M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ERTH and 7 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.76M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.24M sold.

  • 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2022, down from 105 in Q2 2022.
  • Funds reported $95.1M of Invesco MSCI Sustainable Future ETF stock for Q3 2022, down 8% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $3.76M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2022.