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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

92 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
Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.45%
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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.69M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$1.64M
3
PWM
Perigon Wealth Management
California
+$893K
4
BCM
BlueCrest Capital Management
Jersey
+$350K
5
Morgan Stanley
Morgan Stanley
New York
+$319K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.5M
2
MD
Money Design
Japan
-$2.08M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.34M
4
UBS Group
UBS Group
Switzerland
-$953K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$927K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
51
Concord Wealth Partners
Virginia
$115K +$28.4K +579 +33%
William Blair & Company
52
William Blair & Company
Illinois
$109K +$109K +2,220 New
CFGS
53
Concourse Financial Group Securities
Alabama
$105K +$8.14K +166 +8%
TAM
54
Townsend Asset Management
North Carolina
$89.2K – – –
HI
55
Harbour Investments
Wisconsin
$73.7K +$196 +4 +0.3%
DWMG
56
DB Wealth Management Group
California
$63.7K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$55K +$245 +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 +$5.83K +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 +$26.6K +543 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$25K -$20.8K -427 -45%
CT
65
Cambridge Trust
Massachusetts
$24K – – –
BWA
66
BDO Wealth Advisors
Florida
$22.9K +$147 +3 +0.6%
HR
67
Howe & Rusling
New York
$21K +$15.2K +311 +264%
CFD
68
Creative Financial Designs
Indiana
$19.7K +$12.3K +251 +166%
PCFFS
69
Pacific Center for Financial Services
California
$19.1K – – –
SWA
70
SOA Wealth Advisors
New York
$17.9K +$49 +1 +0.3%
GT
71
Glenmede Trust
Pennsylvania
$15.1K – – –
Citigroup
72
Citigroup
New York
$12.5K +$49 +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 – – –
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