ERTH icon

Invesco MSCI Sustainable Future ETF
ERTH

Overview Fund Activity

96 hedge funds and large institutions have $89M invested in Invesco MSCI Sustainable Future ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$750K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$570K
4
MCC
Money Concepts Capital
Florida
+$365K
5
RCS
Retirement Capital Strategies
California
+$252K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.11M
2
MD
Money Design
Japan
-$1.88M
3
Ameriprise
Ameriprise
Minnesota
-$1.4M
4
Bank of America
Bank of America
North Carolina
-$1.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$945K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$97.5K +$15.6K +317 +19%
TAM
52
Townsend Asset Management
North Carolina
$89.4K – – –
CWP
53
Concord Wealth Partners
Virginia
$87.2K -$28.4K -579 -25%
HI
54
Harbour Investments
Wisconsin
$73.6K – – –
DWMG
55
DB Wealth Management Group
California
$63.8K – – –
AAS
56
Ameritas Advisory Services
Nebraska
$61K +$61K +1,253 New
ASN
57
Advisory Services Network
Georgia
$56.3K +$245 +5 +0.4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$54.9K +$9.58K +195 +21%
LFASL
59
Lugano Financial Advisors SA (LFA)
Switzerland
$51.1K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$46K -$11.5K -236 -20%
GWSG
61
GPS Wealth Strategies Group
Colorado
$45.7K +$45.7K +930 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$40.8K – – –
GWM
63
Geneos Wealth Management
Colorado
$40.7K – – –
WP
64
WealthShield Partners
North Carolina
$35.3K +$35.3K +718 New
FIM
65
FWL Investment Management
Texas
$31.9K +$19.6K +400 +161%
CT
66
Cambridge Trust
Massachusetts
$24.1K – – –
BWA
67
BDO Wealth Advisors
Florida
$22.8K – – –
PCFFS
68
Pacific Center for Financial Services
California
$19.2K +$19.2K +390 New
SWA
69
SOA Wealth Advisors
New York
$17.9K +$49 +1 +0.3%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
GT
71
Glenmede Trust
Pennsylvania
$15.1K – – –
Citigroup
72
Citigroup
New York
$12.5K +$246 +5 +2%
PPWM
73
PFG Private Wealth Management
Florida
$11.3K – – –
MFG
74
Mendota Financial Group
Wisconsin
$10K – – –
BCM
75
Blume Capital Management
California
$9.87K +$9.87K +201 New
1 2
3
4 5