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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $95.2M invested in Invesco MSCI Sustainable Future ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1.02% more ownership

Funds ownership: 30.35%31.37% (+1%)

0% more capital invested

Capital invested by funds: $95.1M → $95.2M (+$112K)

1% less funds holding

Funds holding: 9998 (-1)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
20
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Townsend Asset Management
North Carolina
$87K +$89.1K +1,820 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$81.6K -$220K -4,500 -73%
CFGS
53
Concourse Financial Group Securities
Alabama
$79.7K +$22.9K +467 +39%
HI
54
Harbour Investments
Wisconsin
$71.6K -$2.4K -49 -3%
DWMG
55
DB Wealth Management Group
California
$62.1K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$56K -$7.39K -151 -11%
ASN
57
Advisory Services Network
Georgia
$54.5K +$55.8K +1,141 New
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$49.7K +$12.5K +255 +32%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$44.1K -$832 -17 -2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$39.7K
GWM
61
Geneos Wealth Management
Colorado
$39.6K
CT
62
Cambridge Trust
Massachusetts
$23K -$14.7K -300 -38%
BWA
63
BDO Wealth Advisors
Florida
$22.2K +$49 +1 +0.2%
EE
64
EWG Elevate
California
$22K +$22.6K +461 New
IA
65
IFP Advisors
Florida
$19K
SWA
66
SOA Wealth Advisors
New York
$17.4K
PA
67
Parallel Advisors
California
$15.1K -$25.4K -519 -62%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K
GT
69
Glenmede Trust
Pennsylvania
$14.7K
SBL
70
Sargent Bickham Lagudis
Colorado
$14.1K
Citigroup
71
Citigroup
New York
$11.9K
FIM
72
FWL Investment Management
Texas
$11.9K +$12.2K +249 New
PPWM
73
PFG Private Wealth Management
Florida
$11K
GFPC
74
Global Financial Private Client
Florida
$9.37K
CT
75
Caldwell Trust
Florida
$9.03K

ERTH Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2022, worth a combined $95.2M — up 0.12% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ERTH positions and 12 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $2.27M sold.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2022, down from 99 in Q3 2022.
  • Funds reported $95.2M of Invesco MSCI Sustainable Future ETF stock for Q4 2022, up 0.12% quarter-over-quarter.
  • 15 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2022 and 12 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2022 was Jane Street, an estimated $3.78M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2022 was Avaii Wealth Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2022.