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Invesco MSCI Sustainable Future ETF
ERTH

92 hedge funds and large institutions have $33.8M invested in Invesco MSCI Sustainable Future ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 87 → 92 (+5)

2.3% less ownership

Funds ownership: 25.18% → 22.88% (-2.3%)

26% less capital invested

Capital invested by funds: $45.4M → $33.8M (-$11.6M)

80% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 35

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$179K
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.1K
3
AF
Allworth Financial
California
+$36K
4
NPT
National Philanthropic Trust
Pennsylvania
+$23.8K
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$23.3K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.31M
2
Jane Street
Jane Street
New York
-$1.53M
3
Morgan Stanley
Morgan Stanley
New York
-$682K
4
LJAC
L.J. Altfest & Co
New York
-$418K
5
FTUS
Flow Traders U.S.
New York
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.23K -$7.41K -175 -53%
AWM
77
Activest Wealth Management
Florida
$6.04K – – –
HDIM
78
Hanson & Doremus Investment Management
Vermont
$6K – – –
PS
79
Principal Securities
Iowa
$4.85K – – –
AF
80
Advisornet Financial
Minnesota
$4.65K – – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$4.04K – – –
DP
82
Denver PWM
Colorado
$3.17K +$3.3K +78 New
HCM
83
Hollencrest Capital Management
California
$2.35K – – –
AWM
84
AE Wealth Management
Kansas
$1.46K +$1.52K +36 New
MCM
85
MAI Capital Management
Ohio
$1.42K +$1.48K +35 New
VNA
86
Valley National Advisers
Pennsylvania
$1K – – –
WSFS
87
Wilmington Savings Fund Society
Delaware
$809 – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$526 – – –
RP
89
Raelipskie Partnership
Ontario, Canada
$404 +$423 +10 New
SAM
90
Smartleaf Asset Management
Massachusetts
$306 – – –
GRP
91
Global Retirement Partners
California
$243 – – –
LWA
92
Lowe Wealth Advisors
Maryland
$202 – – –
HNB
93
Huntington National Bank
Ohio
$44 – – –
CB
94
Commerce Bank
Missouri
– -$365K -8,100 Closed
RCS
95
Retirement Capital Strategies
California
– -$317K -7,026 Closed
PA
96
Parallel Advisors
California
– -$9.07K -201 Closed
ADL
97
Asset Dedication LLC
California
– -$7.58K -168 Closed
NP
98
NorthRock Partners
Minnesota
– -$954 -21 Closed
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ERTH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2024, worth a combined $33.8M — down 26% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERTH positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $179K. The largest seller was Bank of Montreal, cutting an estimated $2.31M.

  • 92 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $33.8M of Invesco MSCI Sustainable Future ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 12 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $179K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2024 was Bank of Montreal, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.