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Invesco MSCI Sustainable Future ETF
ERTH

97 hedge funds and large institutions have $89M invested in Invesco MSCI Sustainable Future ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 98 → 97 (-1)

1.35% less ownership

Funds ownership: 31.37% → 30.02% (-1.4%)

6% less capital invested

Capital invested by funds: $95.2M → $89M (-$6.16M)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$761K
3
JP Morgan Chase
JP Morgan Chase
New York
+$579K
4
MCC
Money Concepts Capital
Florida
+$521K
5
RCS
Retirement Capital Strategies
California
+$256K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.17M
2
MD
Money Design
Japan
-$1.9M
3
Ameriprise
Ameriprise
Minnesota
-$1.42M
4
Bank of America
Bank of America
North Carolina
-$1.17M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$959K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
76
Piscataqua Savings Bank
New Hampshire
$9.82K +$9.96K +200 New
GFPC
77
Global Financial Private Client
Florida
$9.55K – – –
CT
78
Caldwell Trust
Florida
$9.28K – – –
TF
79
TimeScale Financial
Massachusetts
$8.57K +$50 +1 +0.6%
LFA
80
Legend Financial Advisors
Pennsylvania
$8.15K – – –
ADL
81
Asset Dedication LLC
California
$8K – – –
ACA
82
Aptus Capital Advisors
Alabama
$7.56K – – –
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.56K – – –
CFD
84
Creative Financial Designs
Indiana
$7.41K – – –
AWM
85
Activest Wealth Management
Florida
$7.15K +$50 +1 +0.7%
IF
86
Integrity Financial
Wyoming
$6.53K +$299 +6 +5%
AWM
87
Avior Wealth Management
Nebraska
$6.38K +$6.48K +130 New
HR
88
Howe & Rusling
New York
$5.79K +$747 +15 +15%
CAL
89
Capital Advisors Ltd
Ohio
$5K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$5K +$498 +10 +10%
HWA
91
HHM Wealth Advisors
Tennessee
$4.91K – – –
BAM
92
Belpointe Asset Management
Nevada
$4.37K – – –
HCM
93
Hollencrest Capital Management
California
$2.85K – – –
HNB
94
Huntington National Bank
Ohio
$2.01K – – –
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.44K -$23.9K -479 -2%
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$638 – – –
GRP
97
Global Retirement Partners
California
$272 – – –
LWA
98
Lowe Wealth Advisors
Maryland
$246 – – –
CA
99
Cetera Advisors
Colorado
– -$434K -9,073 Closed
JMPWA
100
JP Morgan Private Wealth Advisors
California
– -$202K -4,237 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q1 2023 in Review

97 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2023, worth a combined $89M — down 6.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERTH positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 97 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $89M of Invesco MSCI Sustainable Future ETF stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.36M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2023 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.