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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

97 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
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% 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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.53M
2
SAG
SageView Advisory Group
California
+$1.31M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$467K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$434K
5
Bank of America
Bank of America
North Carolina
+$420K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.46M
2
Ameriprise
Ameriprise
Minnesota
-$2.94M
3
Jane Street
Jane Street
New York
-$2.73M
4
LPL Financial
LPL Financial
California
-$1.28M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$909K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$6.34K -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 +$4.18K +100 +14%
HR
59
Howe & Rusling
New York
$26.7K +$8.54K +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 +$972 +23 +11%
BIM
74
Breakwater Investment Management
Washington
$9.47K +$9.47K +224 New
CAL
75
Capital Advisors Ltd
Ohio
$9K – – –
1 2
3
4 5