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Invesco MSCI Sustainable Future ETF
ERTH

91 hedge funds and large institutions have $41.5M invested in Invesco MSCI Sustainable Future ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% less ownership

Funds ownership: 26.58% → 24.44% (-2.1%)

7% less funds holding

Funds holding: 98 → 91 (-7)

18% less capital invested

Capital invested by funds: $50.4M → $41.5M (-$8.95M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$597K
2
UBS Group
UBS Group
Switzerland
+$260K
3
MGIA
Moneta Group Investment Advisors
Missouri
+$224K
4
NPT
National Philanthropic Trust
Pennsylvania
+$220K
5
Comerica Bank
Comerica Bank
Texas
+$129K

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$1.31M
2
Jane Street
Jane Street
New York
-$940K
3
Bank of America
Bank of America
North Carolina
-$922K
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$642K
5
Citadel Advisors
Citadel Advisors
Florida
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
76
Asset Dedication LLC
California
$6.63K – – –
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.55K – – –
LFA
78
Legend Financial Advisors
Pennsylvania
$6.55K – – –
HDIM
79
Hanson & Doremus Investment Management
Vermont
$6K – – –
AWM
80
Activest Wealth Management
Florida
$5.88K – – –
IF
81
Integrity Financial
Wyoming
$5.01K – – –
PS
82
Principal Securities
Iowa
$4.74K – – –
PMFA
83
Plante Moran Financial Advisors
Michigan
$3.95K – – –
DP
84
Denver PWM
Colorado
$3.08K +$3.22K +78 New
HCM
85
Hollencrest Capital Management
California
$2.29K – – –
VNA
86
Valley National Advisers
Pennsylvania
$1K -$5.53K -134 -79%
NP
87
NorthRock Partners
Minnesota
$832 – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$513 – – –
SAM
89
Smartleaf Asset Management
Massachusetts
$340 -$16.2K -392 -98%
GRP
90
Global Retirement Partners
California
$237 – – –
LWA
91
Lowe Wealth Advisors
Maryland
$197 – – –
HNB
92
Huntington National Bank
Ohio
$44 – – –
NC
93
NewSquare Capital
Pennsylvania
$8 – – –
SAG
94
SageView Advisory Group
California
– -$1.31M -34,177 Closed
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
– -$642K -15,200 Closed
LNB
96
Ledyard National Bank
– -$509K -12,039 Closed
LF
97
LifeSteps Financial
California
– -$14.6K -345 Closed
WIC
98
Woodmont Investment Counsel
Tennessee
– -$13.7K -325 Closed
BIM
99
Breakwater Investment Management
Washington
– -$9.47K -224 Closed
BFEC
100
Benjamin F. Edwards & Company
Missouri
– -$5K -130 Closed
1 2 3
4
5

ERTH Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2024, worth a combined $41.5M — down 18% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, adding an estimated $597K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $1.31M sold.

  • 91 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2024, down from 98 in Q1 2024.
  • Funds reported $41.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2024 and 9 closed out, a net change of -5 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $597K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2024 was SageView Advisory Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2024.