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Invesco MSCI Sustainable Future ETF

93 hedge funds and large institutions have $82.9M invested in Invesco MSCI Sustainable Future ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.59% less ownership

Funds ownership: 30.02%29.43% (-0.59%)

4% less funds holding

Funds holding: 9793 (-4)

7% less capital invested

Capital invested by funds: $89M → $82.9M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Concord Wealth Partners
Virginia
$115K +$27.5K +579 +33%
William Blair & Company
52
William Blair & Company
Illinois
$109K +$105K +2,220 New
CFGS
53
Concourse Financial Group Securities
Alabama
$105K +$7.88K +166 +8%
TAM
54
Townsend Asset Management
North Carolina
$89.2K
HI
55
Harbour Investments
Wisconsin
$73.7K +$190 +4 +0.3%
DWMG
56
DB Wealth Management Group
California
$63.7K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$55K +$237 +5 +0.4%
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$51K
GWSG
59
GPS Wealth Strategies Group
Colorado
$45.6K
WP
60
WealthShield Partners
North Carolina
$41K +$5.65K +119 +17%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$40.7K
GWM
62
Geneos Wealth Management
Colorado
$40.6K
NL
63
NEPC LLC
Massachusetts
$26.6K +$25.8K +543 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$25K -$20.3K -427 -45%
CT
65
Cambridge Trust
Massachusetts
$24K
BWA
66
BDO Wealth Advisors
Florida
$22.9K +$142 +3 +0.6%
HR
67
Howe & Rusling
New York
$21K +$14.8K +311 +264%
CFD
68
Creative Financial Designs
Indiana
$19.7K +$11.9K +251 +166%
PCFFS
69
Pacific Center for Financial Services
California
$19.1K
SWA
70
SOA Wealth Advisors
New York
$17.9K +$47 +1 +0.3%
GT
71
Glenmede Trust
Pennsylvania
$15.1K
Citigroup
72
Citigroup
New York
$12.5K +$47 +1 +0.4%
PPWM
73
PFG Private Wealth Management
Florida
$11.3K
PSB
74
Piscataqua Savings Bank
New Hampshire
$9.8K
GFPC
75
Global Financial Private Client
Florida
$9.77K

ERTH Hedge Fund Activity: Q2 2023 in Review

93 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2023, worth a combined $82.9M — down 6.8% from $89M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was JP Morgan Chase, cutting an estimated $5.33M.

  • 93 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $82.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2023 was Jane Street, an estimated $2.61M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2023 was JP Morgan Chase, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2023.