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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

98 hedge funds and large institutions have $95.1M invested in Invesco MSCI Sustainable Future ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
32
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$7.9M
3
LPL Financial
3
LPL Financial
California
$6.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$378K
5
OMC
5
Old Mission Capital
Illinois
$299K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Bank of America
3
Bank of America
North Carolina
$9.62M
4
Jane Street
4
Jane Street
New York
$1.27M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$12K – – –
CWM
77
Castle Wealth Management
Florida
$12K – – –
PPWM
78
PFG Private Wealth Management
Florida
$11K – – –
GFPC
79
Global Financial Private Client
Florida
$9.7K – – –
LFA
80
Legend Financial Advisors
Pennsylvania
$8.09K +$8.09K +166 New
ADL
81
Asset Dedication LLC
California
$8K – – –
ACA
82
Aptus Capital Advisors
Alabama
$8K – – –
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$8K – – –
TF
84
TimeScale Financial
Massachusetts
$8K +$46 +1 +0.6%
AWM
85
Activest Wealth Management
Florida
$7K – – –
CFD
86
Creative Financial Designs
Indiana
$7K +$46 +1 +0.7%
IF
87
Integrity Financial
Wyoming
$6K – – –
AF
88
Affiance Financial
Minnesota
$6K +$6K +128 New
HWA
89
HHM Wealth Advisors
Tennessee
$5K – – –
HR
90
Howe & Rusling
New York
$5K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$5K +$500 +10 +11%
MAM
92
Marquette Asset Management
Minnesota
$2K +$2K +36 New
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
EW
94
Evoke Wealth
California
$1K +$1K +15 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$345 -$77 -1,376 -18%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
– -$2.24M -40,469 Closed
MIFH
97
Migdal Insurance & Financial Holdings
Israel
– -$1.89M -35,188 Closed
Cerity Partners
98
Cerity Partners
New York
– -$601K -11,195 Closed
HSBC Holdings
99
HSBC Holdings
United Kingdom
– -$328K -6,158 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
– -$227K -4,214 Closed
1 2 3
4
5