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Invesco MSCI Sustainable Future ETF
ERTH

93 hedge funds and large institutions have $82.9M invested in Invesco MSCI Sustainable Future ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.59% less ownership

Funds ownership: 30.02% → 29.43% (-0.59%)

4% less funds holding

Funds holding: 97 → 93 (-4)

7% less capital invested

Capital invested by funds: $89M → $82.9M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.61M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$1.59M
3
PWM
Perigon Wealth Management
California
+$865K
4
BCM
BlueCrest Capital Management
Jersey
+$339K
5
Morgan Stanley
Morgan Stanley
New York
+$309K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.33M
2
MD
Money Design
Japan
-$2.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.34M
4
UBS Group
UBS Group
Switzerland
-$923K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
76
Caldwell Trust
Florida
$9.26K – – –
TF
77
TimeScale Financial
Massachusetts
$8.6K – – –
LFA
78
Legend Financial Advisors
Pennsylvania
$8.14K – – –
ADL
79
Asset Dedication LLC
California
$8K – – –
MFG
80
Mendota Financial Group
Wisconsin
$7.99K – – –
VAG
81
VisionPoint Advisory Group
Texas
$7.79K +$7.55K +159 New
ACA
82
Aptus Capital Advisors
Alabama
$7.55K – – –
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.55K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.11K -$7.84K -165 -53%
AWM
85
Avior Wealth Management
Nebraska
$6.81K +$427 +9 +7%
IF
86
Integrity Financial
Wyoming
$6.22K -$285 -6 -5%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$5K – – –
CAL
88
Capital Advisors Ltd
Ohio
$5K – – –
HWA
89
HHM Wealth Advisors
Tennessee
$4.9K – – –
HCM
90
Hollencrest Capital Management
California
$2.84K – – –
HNB
91
Huntington National Bank
Ohio
$2K – – –
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$637 – – –
GRP
93
Global Retirement Partners
California
$294 – – –
LWA
94
Lowe Wealth Advisors
Maryland
$245 – – –
Citadel Advisors
95
Citadel Advisors
Florida
– -$1.34M -27,202 Closed
MCC
96
Money Concepts Capital
Florida
– -$439K -12,607 Closed
V
97
Veritable
Delaware
– -$407K -8,290 Closed
IA
98
Insight Advisors
Pennsylvania
– -$274K -5,586 Closed
AAS
99
Ameritas Advisory Services
Nebraska
– -$61K -1,253 Closed
ASN
100
Advisory Services Network
Georgia
– -$56.3K -1,146 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q2 2023 in Review

93 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2023, worth a combined $82.9M — down 6.8% from $89M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was JP Morgan Chase, cutting an estimated $5.33M.

  • 93 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $82.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2023 was Jane Street, an estimated $2.61M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2023 was JP Morgan Chase, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2023.