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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $76.2M invested in Invesco MSCI Sustainable Future ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

5% more funds holding

Funds holding: 9398 (+5)

2.14% more ownership

Funds ownership: 29.43%31.57% (+2.1%)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

8% less capital invested

Capital invested by funds: $82.9M → $76.2M (-$6.74M)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$123K +$135K +2,778 New
WT
52
Washington Trust
Rhode Island
$119K
CFGS
53
Concourse Financial Group Securities
Alabama
$102K +$7.25K +149 +7%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$87.1K -$19.9K -410 -17%
CWP
55
Concord Wealth Partners
Virginia
$81K -$25.5K -524 -22%
TAM
56
Townsend Asset Management
North Carolina
$80.9K +$292 +6 +0.3%
HI
57
Harbour Investments
Wisconsin
$61.5K -$5.54K -114 -8%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$61.3K +$12.7K +261 +23%
DWMG
59
DB Wealth Management Group
California
$57.6K
CAL
60
Capital Analysts LLC
Pennsylvania
$46K +$51K +1,048 New
WP
61
WealthShield Partners
North Carolina
$41.4K +$4.77K +98 +12%
GWSG
62
GPS Wealth Strategies Group
Colorado
$41.2K
ITIM
63
Indiana Trust & Investment Management
Indiana
$38.5K +$42.3K +870 New
GWM
64
Geneos Wealth Management
Colorado
$36.7K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$33.5K -$3.6K -74 -9%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$30.1K +$33.1K +680 New
FIM
67
FWL Investment Management
Texas
$28.1K +$30.8K +634 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$23K +$49 +1 +0.2%
CT
69
Cambridge Trust
Massachusetts
$21.7K
HR
70
Howe & Rusling
New York
$19K
PCFFS
71
Pacific Center for Financial Services
California
$17.3K
SWA
72
SOA Wealth Advisors
New York
$16.2K +$97 +2 +0.5%
GT
73
Glenmede Trust
Pennsylvania
$13.6K
Citigroup
74
Citigroup
New York
$11.3K
PPWM
75
PFG Private Wealth Management
Florida
$10.2K

ERTH Hedge Fund Activity: Q3 2023 in Review

98 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2023, worth a combined $76.2M — down 8.1% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERTH positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $12.2M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $76.2M of Invesco MSCI Sustainable Future ETF stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2023 was Jane Street, an estimated $12.2M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2023 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2023.