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Invesco MSCI Sustainable Future ETF
ERTH

87 hedge funds and large institutions have $45.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $41.5M → $45.4M (+$3.93M)

0.74% more ownership

Funds ownership: 24.44% → 25.18% (+0.74%)

4% less funds holding

Funds holding: 91 → 87 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.29M
2
FTUS
Flow Traders U.S.
New York
+$1.34M
3
JP Morgan Chase
JP Morgan Chase
New York
+$296K
4
RCS
Retirement Capital Strategies
California
+$295K
5
PWM
Perigon Wealth Management
California
+$261K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
2
Morgan Stanley
Morgan Stanley
New York
-$607K
3
Citadel Advisors
Citadel Advisors
Florida
-$589K
4
MD
Money Design
Japan
-$560K
5
Bank of America
Bank of America
North Carolina
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
76
Hanson & Doremus Investment Management
Vermont
$6K – – –
PS
77
Principal Securities
Iowa
$5.41K – – –
AF
78
Advisornet Financial
Minnesota
$5.19K +$4.82K +115 New
PMFA
79
Plante Moran Financial Advisors
Michigan
$4.51K – – –
HCM
80
Hollencrest Capital Management
California
$2.62K – – –
VNA
81
Valley National Advisers
Pennsylvania
$1K – – –
NP
82
NorthRock Partners
Minnesota
$954 – – –
WSFS
83
Wilmington Savings Fund Society
Delaware
$902 +$839 +20 New
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$587 – – –
SAM
85
Smartleaf Asset Management
Massachusetts
$339 -$42 -1 -13%
GRP
86
Global Retirement Partners
California
$271 – – –
LWA
87
Lowe Wealth Advisors
Maryland
$226 – – –
HNB
88
Huntington National Bank
Ohio
$44 – – –
NC
89
NewSquare Capital
Pennsylvania
$9 – – –
Citadel Advisors
90
Citadel Advisors
Florida
– -$589K -14,924 Closed
SG Americas Securities
91
SG Americas Securities
New York
– -$147K -3,713 Closed
SWM
92
Spire Wealth Management
Virginia
– -$36.2K -917 Closed
ATPW
93
Ashton Thomas Private Wealth
Arizona
– -$15.4K -392 Closed
Citigroup
94
Citigroup
New York
– -$9.87K -250 Closed
CWP
95
Concord Wealth Partners
Virginia
– -$8.64K -219 Closed
VAG
96
VisionPoint Advisory Group
Texas
– -$8.17K -207 Closed
CFD
97
Creative Financial Designs
Indiana
– -$7.5K -190 Closed
IF
98
Integrity Financial
Wyoming
– -$5.01K -127 Closed
DP
99
Denver PWM
Colorado
– -$3.08K -78 Closed
1 2 3
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ERTH Hedge Fund Activity: Q3 2024 in Review

87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2024, worth a combined $45.4M — up 9.5% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 17 added.

The largest buyer was Bank of Montreal, adding an estimated $2.29M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 87 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2024, down from 91 in Q2 2024.
  • Funds reported $45.4M of Invesco MSCI Sustainable Future ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2024 was Bank of Montreal, an estimated $2.29M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2024.