Invesco MSCI Sustainable Future ETF
ERTH
74 hedge funds and large institutions have $108M invested in Invesco MSCI Sustainable Future ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 8 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $84.2M → $108M (+$23.7M)
9% more funds holding
Funds holding: 68 → 74 (+6)
4.99% less ownership
Funds ownership: 39% → 34.01% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$4.99M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.92M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.17M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.92M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$1.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$496K |
| 4 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$368K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WU
76
Wealthsimple US
Brooklyn,
New York
| – | -$368K | -7,491 | Closed |
|
|
PAG
77
Private Advisor Group
Morristown,
New Jersey
| – | -$158K | -3,219 | Closed |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -114 | Closed |
|
|
WT
79
Whittier Trust
South Pasadena,
California
| – | -$5K | -100 | Closed |
|
|
OPS
80
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$4K | -77 | Closed |
|
ERTH Hedge Fund Activity: Q3 2020 in Review
74 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2020, worth a combined $108M — up 28% from $84.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ERTH positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Everett Harris & Co, adding an estimated $4.99M. The largest seller was Jane Street, exiting entirely with an estimated $2.92M sold.
- 74 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2020, up from 68 in Q2 2020.
- Funds reported $108M of Invesco MSCI Sustainable Future ETF stock for Q3 2020, up 28% quarter-over-quarter.
- 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2020 and 8 closed out, a net change of +6 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2020 was Everett Harris & Co, an estimated $4.99M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2020 was Jane Street, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2020.