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Invesco MSCI Sustainable Future ETF
ERTH

87 hedge funds and large institutions have $45.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $41.5M → $45.4M (+$3.93M)

0.74% more ownership

Funds ownership: 24.44% → 25.18% (+0.74%)

4% less funds holding

Funds holding: 91 → 87 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.29M
2
FTUS
Flow Traders U.S.
New York
+$1.34M
3
JP Morgan Chase
JP Morgan Chase
New York
+$296K
4
RCS
Retirement Capital Strategies
California
+$295K
5
PWM
Perigon Wealth Management
California
+$261K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
2
Morgan Stanley
Morgan Stanley
New York
-$607K
3
Citadel Advisors
Citadel Advisors
Florida
-$589K
4
MD
Money Design
Japan
-$560K
5
Bank of America
Bank of America
North Carolina
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
51
Indiana Trust & Investment Management
Indiana
$39.3K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$29K +$42 +1 +0.2%
HR
53
Howe & Rusling
New York
$28.5K – – –
GWM
54
Geneos Wealth Management
Colorado
$28.3K -$8.39K -200 -24%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$26.5K – – –
EB
56
Eastern Bank
Massachusetts
$22.1K +$20.6K +490 New
HRC
57
Hoertkorn Richard Charles
$20.2K +$18.8K +448 New
HI
58
Harbour Investments
Wisconsin
$19.6K -$8.14K -194 -31%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$19.4K +$2.43K +58 +16%
ACA
60
Aptus Capital Advisors
Alabama
$19.4K +$1.05K +25 +6%
PCFFS
61
Pacific Center for Financial Services
California
$17.6K – – –
SWA
62
SOA Wealth Advisors
New York
$16.7K +$42 +1 +0.3%
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8K +$1.05K +25 +8%
GT
64
Glenmede Trust
Pennsylvania
$13.9K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$10.4K – – –
PPWM
66
PFG Private Wealth Management
Florida
$10.4K – – –
CAL
67
Capital Advisors Ltd
Ohio
$10K – – –
PA
68
Parallel Advisors
California
$9.07K +$8.43K +201 New
PSB
69
Piscataqua Savings Bank
New Hampshire
$9.02K – – –
GFPC
70
Global Financial Private Client
Florida
$8.84K – – –
CT
71
Caldwell Trust
Florida
$8.48K -$42 -1 -0.5%
ADL
72
Asset Dedication LLC
California
$7.58K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.49K – – –
LFA
74
Legend Financial Advisors
Pennsylvania
$7.49K – – –
AWM
75
Activest Wealth Management
Florida
$6.74K – – –
1 2
3
4

ERTH Hedge Fund Activity: Q3 2024 in Review

87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2024, worth a combined $45.4M — up 9.5% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 17 added.

The largest buyer was Bank of Montreal, adding an estimated $2.29M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 87 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2024, down from 91 in Q2 2024.
  • Funds reported $45.4M of Invesco MSCI Sustainable Future ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2024 was Bank of Montreal, an estimated $2.29M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2024.