We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

85 hedge funds and large institutions have $33.3M invested in Invesco MSCI Sustainable Future ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $31.1M → $33.3M (+$2.18M)

2.63% more ownership

Funds ownership: 22.57%25.2% (+2.6%)

0% more funds holding

Funds holding: 8585 (0)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$27K +$81 +2 +0.3%
HR
52
Howe & Rusling
New York
$26.8K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$24.9K
EB
54
Eastern Bank
Massachusetts
$20.8K
HRC
55
Hoertkorn Richard Charles
$19K
GWSG
56
GPS Wealth Strategies Group
Colorado
$18.8K -$5.49K -135 -23%
HI
57
Harbour Investments
Wisconsin
$18.5K
GWM
58
Geneos Wealth Management
Colorado
$18.1K -$33.7K -829 -66%
PCFFS
59
Pacific Center for Financial Services
California
$16.6K
SWA
60
SOA Wealth Advisors
New York
$15.8K +$81 +2 +0.5%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$13.4K
GIM
62
Glenmede Investment Management
Pennsylvania
$13.1K +$12.5K +308 New
ACA
63
Aptus Capital Advisors
Alabama
$10.8K
CAL
64
Capital Advisors Ltd
Ohio
$10K
GSWM
65
Golden State Wealth Management
California
$9.6K
FWA
66
Flagship Wealth Advisors
Massachusetts
$9.47K
PSB
67
Piscataqua Savings Bank
New Hampshire
$8.49K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.05K
LFA
69
Legend Financial Advisors
Pennsylvania
$7.05K +$6.75K +166 New
RF
70
Rossby Financial
Florida
$6.84K
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.54K
HDIM
72
Hanson & Doremus Investment Management
Vermont
$6K
PS
73
Principal Securities
Iowa
$5.1K
CMP
74
Coston McIsaac & Partners
Maine
$5K
AF
75
Advisornet Financial
Minnesota
$4.88K

ERTH Hedge Fund Activity: Q2 2025 in Review

85 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2025, worth a combined $33.3M — up 7% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ERTH positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 27 trimmed.

The largest buyer was Cerity Partners, adding an estimated $2.06M. The largest seller was Jane Street, cutting an estimated $933K.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $33.3M of Invesco MSCI Sustainable Future ETF stock for Q2 2025, up 7% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2025 was Cerity Partners, an estimated $2.06M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2025 was Jane Street, an estimated $933K sold.

Based on aggregated 13F filings for Q2 2025.