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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

98 hedge funds and large institutions have $67.6M invested in Invesco MSCI Sustainable Future ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.76M
2
Ameriprise
2
Ameriprise
Minnesota
$4.25M
3
Cerity Partners
3
Cerity Partners
New York
$548K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$651K
5
FIM
5
Freedom Investment Management
Connecticut
$230K

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.88M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.53M
3
LPL Financial
3
LPL Financial
California
$3.79M
4
Bank of America
4
Bank of America
North Carolina
$5.48M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
76
PFG Private Wealth Management
Florida
$10.9K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$9.78K -$22.3K -473 -70%
PSB
78
Piscataqua Savings Bank
New Hampshire
$9.45K – – –
GFPC
79
Global Financial Private Client
Florida
$9.26K – – –
CFD
80
Creative Financial Designs
Indiana
$8.94K -$1.47K -31 -14%
ADL
81
Asset Dedication LLC
California
$8K – – –
VAG
82
VisionPoint Advisory Group
Texas
$7.94K +$7.94K +168 New
LFA
83
Legend Financial Advisors
Pennsylvania
$7.84K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84K +$992 +21 +14%
MFG
85
Mendota Financial Group
Wisconsin
$7.7K – – –
AWM
86
Activest Wealth Management
Florida
$7.01K – – –
HDIM
87
Hanson & Doremus Investment Management
Vermont
$7K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$6K – – –
IF
89
Integrity Financial
Wyoming
$6K – – –
PS
90
Principal Securities
Iowa
$5.67K +$5.67K +120 New
PMFA
91
Plante Moran Financial Advisors
Michigan
$4.72K – – –
ASN
92
Advisory Services Network
Georgia
$3.83K +$3.83K +81 New
HCM
93
Hollencrest Capital Management
California
$2.74K – – –
NP
94
NorthRock Partners
Minnesota
$992 +$992 +21 New
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$614 – – –
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$520 – – –
GRP
97
Global Retirement Partners
California
$255 – – –
LWA
98
Lowe Wealth Advisors
Maryland
$236 – – –
HNB
99
Huntington National Bank
Ohio
$44 -$1.82K – –
RCS
100
Retirement Capital Strategies
California
– -$710K -16,041 Closed
1 2 3
4
5