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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $50.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9998 (-1)

2.62% less ownership

Funds ownership: 29.2%26.58% (-2.6%)

25% less capital invested

Capital invested by funds: $67.6M → $50.4M (-$17.2M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$53.8K +$11.4K +269 +27%
CPG
52
Custom Portfolio Group
Colorado
$52.9K
HI
53
Harbour Investments
Wisconsin
$52.3K -$6.35K -150 -11%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$49.4K -$16.6K -393 -25%
HPC
55
HM Payson & Co
Maine
$43.1K
ITIM
56
Indiana Trust & Investment Management
Indiana
$36.8K
GWM
57
Geneos Wealth Management
Colorado
$35K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$33K +$4.23K +100 +14%
HR
59
Howe & Rusling
New York
$26.7K +$8.55K +202 +47%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$24.8K
CWP
61
Concord Wealth Partners
Virginia
$21.6K -$3.38K -80 -14%
CT
62
Cambridge Trust
Massachusetts
$20.7K
ACA
63
Aptus Capital Advisors
Alabama
$17.1K +$4.27K +101 +33%
SAM
64
Smartleaf Asset Management
Massachusetts
$16.9K -$118K -2,784 -87%
PCFFS
65
Pacific Center for Financial Services
California
$16.5K
SWA
66
SOA Wealth Advisors
New York
$15.5K
LF
67
LifeSteps Financial
California
$14.6K +$14.6K +345 New
WIC
68
Woodmont Investment Counsel
Tennessee
$13.7K +$13.7K +325 New
GT
69
Glenmede Trust
Pennsylvania
$13K
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.8K
Citigroup
71
Citigroup
New York
$10.8K
PPWM
72
PFG Private Wealth Management
Florida
$9.72K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.72K +$973 +23 +11%
BIM
74
Breakwater Investment Management
Washington
$9.47K +$9.48K +224 New
CAL
75
Capital Advisors Ltd
Ohio
$9K

ERTH Hedge Fund Activity: Q1 2024 in Review

98 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2024, worth a combined $50.4M — down 25% from $67.6M a quarter earlier.

Fund positioning in ERTH was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2024, down from 99 in Q4 2023.
  • Funds reported $50.4M of Invesco MSCI Sustainable Future ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.53M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.