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Invesco MSCI Sustainable Future ETF

97 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

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 9897 (-1)

1.35% less ownership

Funds ownership: 31.37%30.02% (-1.4%)

6% less capital invested

Capital invested by funds: $95.2M → $89M (-$6.16M)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$97.5K +$15.8K +317 +19%
TAM
52
Townsend Asset Management
North Carolina
$89.4K
CWP
53
Concord Wealth Partners
Virginia
$87.2K -$28.8K -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 +$62.4K +1,253 New
ASN
57
Advisory Services Network
Georgia
$56.3K +$249 +5 +0.4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$54.9K +$9.71K +195 +21%
LFASL
59
Lugano Financial Advisors SA (LFA)
Switzerland
$51.1K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$46K -$11.8K -236 -20%
GWSG
61
GPS Wealth Strategies Group
Colorado
$45.7K +$46.3K +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 +$35.8K +718 New
FIM
65
FWL Investment Management
Texas
$31.9K +$19.9K +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 +$19.4K +390 New
SWA
69
SOA Wealth Advisors
New York
$17.9K +$50 +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 +$249 +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 +$10K +201 New

ERTH Hedge Fund Activity: Q1 2023 in Review

97 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2023, worth a combined $89M — down 6.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERTH positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 97 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $89M of Invesco MSCI Sustainable Future ETF stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.36M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2023 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.