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Invesco MSCI Sustainable Future ETF
ERTH

91 hedge funds and large institutions have $41.5M invested in Invesco MSCI Sustainable Future ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% less ownership

Funds ownership: 26.58% → 24.44% (-2.1%)

7% less funds holding

Funds holding: 98 → 91 (-7)

18% less capital invested

Capital invested by funds: $50.4M → $41.5M (-$8.95M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$597K
2
UBS Group
UBS Group
Switzerland
+$260K
3
MGIA
Moneta Group Investment Advisors
Missouri
+$224K
4
NPT
National Philanthropic Trust
Pennsylvania
+$220K
5
Comerica Bank
Comerica Bank
Texas
+$129K

Top Sellers

1
SAG
SageView Advisory Group
California
-$1.31M
2
Jane Street
Jane Street
New York
-$940K
3
Bank of America
Bank of America
North Carolina
-$922K
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$642K
5
Citadel Advisors
Citadel Advisors
Florida
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
51
HM Payson & Co
Maine
$40.2K – – –
SWM
52
Spire Wealth Management
Virginia
$36.2K -$76.9K -1,865 -67%
ITIM
53
Indiana Trust & Investment Management
Indiana
$34.3K – – –
GWM
54
Geneos Wealth Management
Colorado
$32.7K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$25K -$6.51K -158 -20%
HR
56
Howe & Rusling
New York
$24.9K – – –
HI
57
Harbour Investments
Wisconsin
$24.8K -$25.2K -610 -49%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$23.2K – – –
ACA
59
Aptus Capital Advisors
Alabama
$16K – – –
ATPW
60
Ashton Thomas Private Wealth
Arizona
$15.4K +$16.2K +392 New
PCFFS
61
Pacific Center for Financial Services
California
$15.4K – – –
Jones Financial Companies
62
Jones Financial Companies
Missouri
$14.6K +$9.28K +225 +154%
SWA
63
SOA Wealth Advisors
New York
$14.5K +$82 +2 +0.5%
GT
64
Glenmede Trust
Pennsylvania
$12.2K – – –
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$12K – – –
Citigroup
66
Citigroup
New York
$9.87K -$247 -6 -2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$9.08K – – –
PPWM
68
PFG Private Wealth Management
Florida
$9.07K – – –
CAL
69
Capital Advisors Ltd
Ohio
$9K – – –
CWP
70
Concord Wealth Partners
Virginia
$8.64K -$12K -292 -57%
VAG
71
VisionPoint Advisory Group
Texas
$8.17K +$907 +22 +12%
PSB
72
Piscataqua Savings Bank
New Hampshire
$7.89K – – –
GFPC
73
Global Financial Private Client
Florida
$7.73K – – –
CFD
74
Creative Financial Designs
Indiana
$7.5K +$41 +1 +0.5%
CT
75
Caldwell Trust
Florida
$7.46K – – –
1 2
3
4 5

ERTH Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2024, worth a combined $41.5M — down 18% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, adding an estimated $597K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $1.31M sold.

  • 91 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2024, down from 98 in Q1 2024.
  • Funds reported $41.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2024 and 9 closed out, a net change of -5 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $597K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2024 was SageView Advisory Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2024.