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Invesco MSCI Sustainable Future ETF
ERTH

85 hedge funds and large institutions have $31.1M invested in Invesco MSCI Sustainable Future ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 22.88% → 22.57% (-0.31%)

8% less funds holding

Funds holding: 92 → 85 (-7)

8% less capital invested

Capital invested by funds: $33.8M → $31.1M (-$2.68M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$971K
2
FTUS
Flow Traders U.S.
New York
+$519K
3
Jane Street
Jane Street
New York
+$510K
4
BT
Banque Transatlantique
France
+$179K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$123K

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$825K
2
UBS Group
UBS Group
Switzerland
-$606K
3
Bank of America
Bank of America
North Carolina
-$345K
4
IFA
Interactive Financial Advisors
Illinois
-$337K
5
Comerica Bank
Comerica Bank
Texas
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Advisornet Financial
Minnesota
$4.47K – – –
PMFA
77
Plante Moran Financial Advisors
Michigan
$3.88K – – –
HCM
78
Hollencrest Capital Management
California
$2.25K – – –
MCM
79
MAI Capital Management
Ohio
$1.36K – – –
VNA
80
Valley National Advisers
Pennsylvania
$1K – – –
WSFS
81
Wilmington Savings Fund Society
Delaware
$777 – – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$505 – – –
RP
83
Raelipskie Partnership
Ontario, Canada
$388 – – –
SAM
84
Smartleaf Asset Management
Massachusetts
$293 – – –
LWA
85
Lowe Wealth Advisors
Maryland
$194 – – –
HNB
86
Huntington National Bank
Ohio
$44 – – –
MWM
87
Mission Wealth Management
California
– -$825K -20,400 Closed
IFA
88
Interactive Financial Advisors
Illinois
– -$337K -8,333 Closed
Comerica Bank
89
Comerica Bank
Texas
– -$321K -7,936 Closed
CFGS
90
Concourse Financial Group Securities
Alabama
– -$85.7K -2,122 Closed
UBP
91
Union Bancaire Privee
Switzerland
– -$23.1K -565 Closed
CT
92
Caldwell Trust
Florida
– -$7.6K -188 Closed
LFA
93
Legend Financial Advisors
Pennsylvania
– -$6.71K -166 Closed
AWM
94
Activest Wealth Management
Florida
– -$6.01K -149 Closed
DP
95
Denver PWM
Colorado
– -$3.17K -78 Closed
AWM
96
AE Wealth Management
Kansas
– -$1.46K -36 Closed
1 2 3
4

ERTH Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2025, worth a combined $31.1M — down 7.9% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $971K. The largest seller was Mission Wealth Management, exiting entirely with an estimated $825K sold.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $31.1M of Invesco MSCI Sustainable Future ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2025 and 10 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $971K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2025 was Mission Wealth Management, an estimated $825K sold.

Based on aggregated 13F filings for Q1 2025.