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Invesco MSCI Sustainable Future ETF

92 hedge funds and large institutions have $33.8M invested in Invesco MSCI Sustainable Future ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 8792 (+5)

2.3% less ownership

Funds ownership: 25.18%22.88% (-2.3%)

26% less capital invested

Capital invested by funds: $45.4M → $33.8M (-$11.6M)

80% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 35

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
51
Indiana Trust & Investment Management
Indiana
$35.2K
AF
52
Allworth Financial
California
$34.3K +$36K +850 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$26K
HR
54
Howe & Rusling
New York
$25.5K
GWM
55
Geneos Wealth Management
Colorado
$25.4K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$23.7K
UBP
57
Union Bancaire Privee
Switzerland
$23.1K +$23.9K +565 New
EB
58
Eastern Bank
Massachusetts
$19.8K
HRC
59
Hoertkorn Richard Charles
$18.1K
HI
60
Harbour Investments
Wisconsin
$17.6K
PCFFS
61
Pacific Center for Financial Services
California
$15.8K
SWA
62
SOA Wealth Advisors
New York
$15K
GT
63
Glenmede Trust
Pennsylvania
$12.5K
ACA
64
Aptus Capital Advisors
Alabama
$10.3K -$7.41K -175 -41%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$9.3K
PPWM
66
PFG Private Wealth Management
Florida
$9.3K
GSWM
67
Golden State Wealth Management
California
$9.14K +$9.56K +226 New
FWA
68
Flagship Wealth Advisors
Massachusetts
$9.02K +$9.44K +223 New
CAL
69
Capital Advisors Ltd
Ohio
$9K
PSB
70
Piscataqua Savings Bank
New Hampshire
$8.09K
GFPC
71
Global Financial Private Client
Florida
$7.93K
CT
72
Caldwell Trust
Florida
$7.6K
AWM
73
Accredited Wealth Management
Kentucky
$7.08K +$7.41K +175 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.71K
LFA
75
Legend Financial Advisors
Pennsylvania
$6.71K

ERTH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2024, worth a combined $33.8M — down 26% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERTH positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $179K. The largest seller was Bank of Montreal, cutting an estimated $2.31M.

  • 92 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $33.8M of Invesco MSCI Sustainable Future ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 12 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $179K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2024 was Bank of Montreal, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.