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Invesco MSCI Sustainable Future ETF
ERTH

98 hedge funds and large institutions have $95.2M invested in Invesco MSCI Sustainable Future ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1.02% more ownership

Funds ownership: 30.35% → 31.37% (+1%)

0% more capital invested

Capital invested by funds: $95.1M → $95.2M (+$112K)

1% less funds holding

Funds holding: 99 → 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$568K
4
Cerity Partners
Cerity Partners
New York
+$548K
5
MD
Money Design
Japan
+$475K

Top Sellers

1
AWM
Avaii Wealth Management
Wisconsin
-$2.27M
2
Ameriprise
Ameriprise
Minnesota
-$483K
3
Bank of America
Bank of America
North Carolina
-$387K
4
Citadel Advisors
Citadel Advisors
Florida
-$378K
5
KIA
KCM Investment Advisors
California
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
76
TimeScale Financial
Massachusetts
$8.49K – – –
ADL
77
Asset Dedication LLC
California
$8K – – –
LFA
78
Legend Financial Advisors
Pennsylvania
$7.93K – – –
MFG
79
Mendota Financial Group
Wisconsin
$7.79K +$7.98K +163 New
ACA
80
Aptus Capital Advisors
Alabama
$7.36K – – –
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.36K – – –
CFD
82
Creative Financial Designs
Indiana
$7.2K – – –
NA
83
NewEdge Advisors
Louisiana
$7.17K +$7.34K +150 New
AWM
84
Activest Wealth Management
Florida
$7.05K – – –
AF
85
Affiance Financial
Minnesota
$6.12K – – –
IF
86
Integrity Financial
Wyoming
$6.07K – – –
RBC
87
Romano Brothers & Co
Illinois
$5.97K +$6.12K +125 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$5K – – –
CAL
89
Capital Advisors Ltd
Ohio
$5K +$5.09K +104 New
HR
90
Howe & Rusling
New York
$4.92K – – –
HWA
91
HHM Wealth Advisors
Tennessee
$4.78K – – –
CA
92
CoreCap Advisors
Michigan
$4.78K +$4.89K +100 New
BAM
93
Belpointe Asset Management
Nevada
$4.25K +$4.36K +89 New
HCM
94
Hollencrest Capital Management
California
$2.77K +$2.84K +58 New
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$621 – – –
GRP
96
Global Retirement Partners
California
$287 – – –
LWA
97
Lowe Wealth Advisors
Maryland
$239 – – –
HNB
98
Huntington National Bank
Ohio
$44 – – –
AWM
99
Avaii Wealth Management
Wisconsin
– -$2.27M -46,563 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$378K -7,757 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2022, worth a combined $95.2M — up 0.12% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ERTH positions and 12 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $2.27M sold.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2022, down from 99 in Q3 2022.
  • Funds reported $95.2M of Invesco MSCI Sustainable Future ETF stock for Q4 2022, up 0.12% quarter-over-quarter.
  • 15 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2022 and 12 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2022 was Jane Street, an estimated $3.78M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2022 was Avaii Wealth Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2022.