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Invesco MSCI Sustainable Future ETF
ERTH

99 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

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 98 → 99 (+1)

2.37% less ownership

Funds ownership: 31.57% → 29.2% (-2.4%)

11% less capital invested

Capital invested by funds: $76.2M → $67.6M (-$8.62M)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% 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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.31M
2
Ameriprise
Ameriprise
Minnesota
+$505K
3
Cerity Partners
Cerity Partners
New York
+$495K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$373K
5
FIM
Freedom Investment Management
Connecticut
+$208K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.67M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
3
LPL Financial
LPL Financial
California
-$1.48M
4
Bank of America
Bank of America
North Carolina
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
76
PFG Private Wealth Management
Florida
$10.9K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$9.78K -$20.2K -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 -$1.32K -31 -14%
CT
81
Caldwell Trust
Florida
$8.93K – – –
ADL
82
Asset Dedication LLC
California
$8K – – –
VAG
83
VisionPoint Advisory Group
Texas
$7.94K +$7.17K +168 New
LFA
84
Legend Financial Advisors
Pennsylvania
$7.84K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84K +$896 +21 +14%
MFG
86
Mendota Financial Group
Wisconsin
$7.7K – – –
AWM
87
Activest Wealth Management
Florida
$7.01K – – –
HDIM
88
Hanson & Doremus Investment Management
Vermont
$7K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$6K – – –
IF
90
Integrity Financial
Wyoming
$6K – – –
PS
91
Principal Securities
Iowa
$5.67K +$5.12K +120 New
PMFA
92
Plante Moran Financial Advisors
Michigan
$4.72K – – –
ASN
93
Advisory Services Network
Georgia
$3.83K +$3.46K +81 New
HCM
94
Hollencrest Capital Management
California
$2.74K – – –
NP
95
NorthRock Partners
Minnesota
$992 +$896 +21 New
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$614 – – –
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$520 – – –
GRP
98
Global Retirement Partners
California
$255 – – –
LWA
99
Lowe Wealth Advisors
Maryland
$236 – – –
HNB
100
Huntington National Bank
Ohio
$44 – – –
1 2 3
4
5

ERTH Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2023, worth a combined $67.6M — down 11% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERTH positions and 9 closed out — a net gain of 2 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.31M. The largest seller was Jane Street, cutting an estimated $7.67M.

  • 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $67.6M of Invesco MSCI Sustainable Future ETF stock for Q4 2023, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2023 and 9 closed out, a net change of +2 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.31M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2023 was Jane Street, an estimated $7.67M sold.

Based on aggregated 13F filings for Q4 2023.