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Invesco MSCI Sustainable Future ETF
ERTH

85 hedge funds and large institutions have $31.1M invested in Invesco MSCI Sustainable Future ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 22.88% → 22.57% (-0.31%)

8% less funds holding

Funds holding: 92 → 85 (-7)

8% less capital invested

Capital invested by funds: $33.8M → $31.1M (-$2.68M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$971K
2
FTUS
Flow Traders U.S.
New York
+$519K
3
Jane Street
Jane Street
New York
+$510K
4
BT
Banque Transatlantique
France
+$179K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$123K

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$825K
2
UBS Group
UBS Group
Switzerland
-$606K
3
Bank of America
Bank of America
North Carolina
-$345K
4
IFA
Interactive Financial Advisors
Illinois
-$337K
5
Comerica Bank
Comerica Bank
Texas
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
51
Howe & Rusling
New York
$24.5K – – –
William Blair & Company
52
William Blair & Company
Illinois
$23.3K +$24.2K +600 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$22.8K – – –
GWSG
54
GPS Wealth Strategies Group
Colorado
$22.4K -$12.8K -317 -35%
EB
55
Eastern Bank
Massachusetts
$19K – – –
HRC
56
Hoertkorn Richard Charles
$17.4K – – –
HI
57
Harbour Investments
Wisconsin
$16.9K – – –
PCFFS
58
Pacific Center for Financial Services
California
$15.1K – – –
SWA
59
SOA Wealth Advisors
New York
$14.4K +$40 +1 +0.3%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$12.3K +$3.47K +86 +37%
GT
61
Glenmede Trust
Pennsylvania
$12K – – –
ACA
62
Aptus Capital Advisors
Alabama
$9.89K – – –
CAL
63
Capital Advisors Ltd
Ohio
$9K – – –
PPWM
64
PFG Private Wealth Management
Florida
$8.93K – – –
GSWM
65
Golden State Wealth Management
California
$8.78K – – –
FWA
66
Flagship Wealth Advisors
Massachusetts
$8.66K – – –
PSB
67
Piscataqua Savings Bank
New Hampshire
$7.77K – – –
GFPC
68
Global Financial Private Client
Florida
$7.61K – – –
AWM
69
Accredited Wealth Management
Kentucky
$6.8K – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.45K – – –
RF
71
Rossby Financial
Florida
$6.37K +$6.49K +161 New
GWANC
72
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.98K – – –
HDIM
73
Hanson & Doremus Investment Management
Vermont
$5K – – –
CMP
74
Coston McIsaac & Partners
Maine
$5K +$5.24K +130 New
PS
75
Principal Securities
Iowa
$4.85K – – –
1 2
3
4

ERTH Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2025, worth a combined $31.1M — down 7.9% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $971K. The largest seller was Mission Wealth Management, exiting entirely with an estimated $825K sold.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $31.1M of Invesco MSCI Sustainable Future ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2025 and 10 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $971K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2025 was Mission Wealth Management, an estimated $825K sold.

Based on aggregated 13F filings for Q1 2025.