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Invesco MSCI Sustainable Future ETF
ERTH

116 hedge funds and large institutions have $163M invested in Invesco MSCI Sustainable Future ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $127M → $163M (+$35.6M)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

5% more funds holding

Funds holding: 111 → 116 (+5)

3.36% more ownership

Funds ownership: 32.16% → 35.53% (+3.4%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
2
MD
Money Design
Japan
+$11.1M
3
Bank of America
Bank of America
North Carolina
+$2.43M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.91M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.13M
4
CAN
Cetera Advisor Networks
California
-$1.25M
5
LWP
Laurel Wealth Planning
Minnesota
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
76
Interactive Financial Advisors
Illinois
$83K +$1.02K +15 +1%
GWSG
77
GPS Wealth Strategies Group
Colorado
$62K – – –
LFASL
78
Lugano Financial Advisors SA (LFA)
Switzerland
$52K – – –
SBL
79
Sargent Bickham Lagudis
Colorado
$42K – – –
TWC
80
TD Waterhouse Canada
Ontario, Canada
$39.6K +$40.8K +600 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$39K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$39K +$38.2K +561 +1,810%
BWA
83
BDO Wealth Advisors
Florida
$31K – – –
APA
84
American Portfolios Advisors
New York
$30.5K – – –
PCFFS
85
Pacific Center for Financial Services
California
$26K – – –
EVM
86
Eaton Vance Management
Massachusetts
$26K +$6.81K +100 +35%
EWA
87
EverSource Wealth Advisors
Alabama
$26K +$26.6K +390 New
PA
88
Parallel Advisors
California
$23K – – –
SWA
89
SOA Wealth Advisors
New York
$23K +$68 +1 +0.3%
FF
90
FourThought Financial
Florida
$22K – – –
HI
91
Hudock Inc
Pennsylvania
$21K – – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K -$49.9K -733 -70%
GT
93
Glenmede Trust
Pennsylvania
$20K – – –
Citigroup
94
Citigroup
New York
$17K – – –
PPWM
95
PFG Private Wealth Management
Florida
$15K – – –
CFD
96
Creative Financial Designs
Indiana
$14K – – –
SCA
97
Stonebridge Capital Advisors
Minnesota
$14K – – –
GFPC
98
Global Financial Private Client
Florida
$13.1K – – –
CT
99
Caldwell Trust
Florida
$12.6K – – –
ADL
100
Asset Dedication LLC
California
$11K – – –
1 2 3
4
5

ERTH Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2021, worth a combined $163M — up 28% from $127M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ERTH positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $17.6M. The largest seller was Jane Street, cutting an estimated $2.91M.

  • 116 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $163M of Invesco MSCI Sustainable Future ETF stock for Q4 2021, up 28% quarter-over-quarter.
  • 17 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2021 and 11 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $17.6M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2021 was Jane Street, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2021.