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Invesco MSCI Sustainable Future ETF

111 hedge funds and large institutions have $154M invested in Invesco MSCI Sustainable Future ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 35.53%35.46% (-0.07%)

4% less funds holding

Funds holding: 116111 (-5)

6% less capital invested

Capital invested by funds: $163M → $154M (-$9.52M)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
76
Lugano Financial Advisors SA (LFA)
Switzerland
$48K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$36K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$36K
TWC
79
TD Waterhouse Canada
Ontario, Canada
$28K -$9.05K -150 -25%
BWA
80
BDO Wealth Advisors
Florida
$28K
PCFFS
81
Pacific Center for Financial Services
California
$24K
SWA
82
SOA Wealth Advisors
New York
$22K
HI
83
Hudock Inc
Pennsylvania
$21K +$1.33K +22 +7%
FF
84
FourThought Financial
Florida
$20K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K
EWA
86
EverSource Wealth Advisors
Alabama
$19K -$5.25K -87 -22%
IA
87
IFP Advisors
Florida
$19K +$25.9K +430 New
SBL
88
Sargent Bickham Lagudis
Colorado
$18K -$20.3K -336 -53%
GT
89
Glenmede Trust
Pennsylvania
$18K
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$17K +$9.23K +153 +128%
KPCM
91
Kings Point Capital Management
New York
$16K +$15.9K +264 New
Citigroup
92
Citigroup
New York
$15K
PPWM
93
PFG Private Wealth Management
Florida
$14K
SCA
94
Stonebridge Capital Advisors
Minnesota
$13K
GFPC
95
Global Financial Private Client
Florida
$12.2K
CT
96
Caldwell Trust
Florida
$11.6K
TF
97
TimeScale Financial
Massachusetts
$11K
ADL
98
Asset Dedication LLC
California
$10K
CFD
99
Creative Financial Designs
Indiana
$9K -$3.62K -60 -29%
AWM
100
Activest Wealth Management
Florida
$9K

ERTH Hedge Fund Activity: Q1 2022 in Review

111 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2022, worth a combined $154M — down 5.8% from $163M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $4.23M. The largest seller was Bank of America, cutting an estimated $2.71M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $154M of Invesco MSCI Sustainable Future ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2022 was Ameriprise, an estimated $4.23M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2022 was Bank of America, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.