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Invesco MSCI Sustainable Future ETF
ERTH

111 hedge funds and large institutions have $127M invested in Invesco MSCI Sustainable Future ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% more funds holding

Funds holding: 110 → 111 (+1)

0.65% less ownership

Funds ownership: 32.81% → 32.16% (-0.65%)

9% less capital invested

Capital invested by funds: $140M → $127M (-$12.1M)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.17M
5
Bank of America
Bank of America
North Carolina
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
-$7.09M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.8M
3
BCM
BlueCrest Capital Management
Jersey
-$1.62M
4
Ameriprise
Ameriprise
Minnesota
-$1.61M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$37K – – –
APA
77
American Portfolios Advisors
New York
$29K – – –
BWA
78
BDO Wealth Advisors
Florida
$29K +$66 +1 +0.2%
GRP
79
Global Retirement Partners
California
$26K – – –
IF
80
Ironwood Financial
Arizona
$25K – – –
PCFFS
81
Pacific Center for Financial Services
California
$25K – – –
PA
82
Parallel Advisors
California
$22K +$132 +2 +0.6%
SWA
83
SOA Wealth Advisors
New York
$22K +$2.98K +45 +14%
KIG
84
Kowal Investment Group
Wisconsin
$22K +$23.2K +350 New
FF
85
FourThought Financial
Florida
$20K – – –
HI
86
Hudock Inc
Pennsylvania
$20K – – –
GT
87
Glenmede Trust
Pennsylvania
$19K – – –
PCG
88
Private Capital Group
Connecticut
$19K – – –
EVM
89
Eaton Vance Management
Massachusetts
$18K – – –
Citigroup
90
Citigroup
New York
$16K – – –
PPWM
91
PFG Private Wealth Management
Florida
$15K +$15.2K +230 New
CWA
92
Carolina Wealth Advisors
South Carolina
$14K – – –
SCA
93
Stonebridge Capital Advisors
Minnesota
$13K +$662 +10 +5%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$13K +$1.32K +20 +11%
CFD
95
Creative Financial Designs
Indiana
$13K +$13.8K +209 New
GFPC
96
Global Financial Private Client
Florida
$12.5K – – –
CT
97
Caldwell Trust
Florida
$12K – – –
ADL
98
Asset Dedication LLC
California
$11K – – –
TF
99
TimeScale Financial
Massachusetts
$11K +$1.46K +22 +15%
ACA
100
Aptus Capital Advisors
Alabama
$10K – – –
1 2 3
4
5

ERTH Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2021, worth a combined $127M — down 8.7% from $140M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ERTH positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.8M. The largest seller was Everett Harris & Co, cutting an estimated $7.09M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $127M of Invesco MSCI Sustainable Future ETF stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 10 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2021 was Jane Street, an estimated $5.8M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2021 was Everett Harris & Co, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2021.