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Invesco MSCI Sustainable Future ETF
ERTH

98 hedge funds and large institutions have $50.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 99 → 98 (-1)

2.62% less ownership

Funds ownership: 29.2% → 26.58% (-2.6%)

25% less capital invested

Capital invested by funds: $67.6M → $50.4M (-$17.2M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.53M
2
SAG
SageView Advisory Group
California
+$1.45M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$468K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$435K
5
Bank of America
Bank of America
North Carolina
+$420K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
Ameriprise
Ameriprise
Minnesota
-$2.94M
3
Jane Street
Jane Street
New York
-$2.74M
4
LPL Financial
LPL Financial
California
-$1.28M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$909K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
76
Piscataqua Savings Bank
New Hampshire
$8.45K – – –
GFPC
77
Global Financial Private Client
Florida
$8.26K – – –
CFD
78
Creative Financial Designs
Indiana
$8.01K – – –
CT
79
Caldwell Trust
Florida
$7.99K – – –
VAG
80
VisionPoint Advisory Group
Texas
$7.82K +$719 +17 +10%
LFA
81
Legend Financial Advisors
Pennsylvania
$7.02K – – –
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.01K – – –
VNA
83
Valley National Advisers
Pennsylvania
$7K -$3.13K -74 -30%
ADL
84
Asset Dedication LLC
California
$7K – – –
AWM
85
Activest Wealth Management
Florida
$6.28K +$42 +1 +0.7%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$6.17K +$6.18K +146 New
HDIM
87
Hanson & Doremus Investment Management
Vermont
$6K – – –
IF
88
Integrity Financial
Wyoming
$5.37K – – –
PS
89
Principal Securities
Iowa
$5.07K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$5K – – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$4.23K – – –
HCM
92
Hollencrest Capital Management
California
$2.45K – – –
TWC
93
TD Waterhouse Canada
Ontario, Canada
$1.79K +$1.35K +32 New
NP
94
NorthRock Partners
Minnesota
$888 – – –
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$549 – – –
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$465 – – –
GRP
97
Global Retirement Partners
California
$254 – – –
LWA
98
Lowe Wealth Advisors
Maryland
$211 – – –
HNB
99
Huntington National Bank
Ohio
$44 – – –
MIFH
100
Migdal Insurance & Financial Holdings
Israel
– -$909K -19,239 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q1 2024 in Review

98 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2024, worth a combined $50.4M — down 25% from $67.6M a quarter earlier.

Fund positioning in ERTH was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2024, down from 99 in Q4 2023.
  • Funds reported $50.4M of Invesco MSCI Sustainable Future ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.53M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.