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Invesco MSCI Sustainable Future ETF
ERTH

98 hedge funds and large institutions have $76.2M invested in Invesco MSCI Sustainable Future ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

5% more funds holding

Funds holding: 93 → 98 (+5)

2.14% more ownership

Funds ownership: 29.43% → 31.57% (+2.1%)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

8% less capital invested

Capital invested by funds: $82.9M → $76.2M (-$6.74M)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$12.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.29M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.16M
5
OMC
Old Mission Capital
Illinois
+$647K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
2
MD
Money Design
Japan
-$2.15M
3
LPL Financial
LPL Financial
California
-$1.51M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$583K
5
Cerity Partners
Cerity Partners
New York
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$9.75K -$8.85K -182 -45%
PSB
77
Piscataqua Savings Bank
New Hampshire
$8.86K – – –
GFPC
78
Global Financial Private Client
Florida
$8.49K – – –
CT
79
Caldwell Trust
Florida
$8.37K – – –
LFA
80
Legend Financial Advisors
Pennsylvania
$7.35K – – –
MFG
81
Mendota Financial Group
Wisconsin
$7.22K – – –
ADL
82
Asset Dedication LLC
California
$7K – – –
ACA
83
Aptus Capital Advisors
Alabama
$6.82K – – –
GWANC
84
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.82K – – –
AWM
85
Activest Wealth Management
Florida
$6.57K +$7.2K +148 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.42K – – –
BFEC
87
Benjamin F. Edwards & Company
Missouri
$6K +$973 +20 +18%
HDIM
88
Hanson & Doremus Investment Management
Vermont
$6K +$6.81K +140 New
IF
89
Integrity Financial
Wyoming
$5.62K – – –
CAL
90
Capital Advisors Ltd
Ohio
$5K – – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$4.43K +$4.86K +100 New
TWC
92
TD Waterhouse Canada
Ontario, Canada
$2.94K +$3.31K +68 New
HWA
93
HHM Wealth Advisors
Tennessee
$2.66K -$1.95K -40 -40%
HCM
94
Hollencrest Capital Management
California
$2.57K – – –
HNB
95
Huntington National Bank
Ohio
$1.81K – – –
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$576 – – –
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$487 +$535 +11 New
GRP
98
Global Retirement Partners
California
$255 – – –
LWA
99
Lowe Wealth Advisors
Maryland
$221 – – –
Cerity Partners
100
Cerity Partners
New York
– -$549K -11,195 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q3 2023 in Review

98 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2023, worth a combined $76.2M — down 8.1% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERTH positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $12.2M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $76.2M of Invesco MSCI Sustainable Future ETF stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2023 was Jane Street, an estimated $12.2M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2023 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2023.