Invesco MSCI Sustainable Future ETF
ERTH
108 hedge funds and large institutions have $161M invested in Invesco MSCI Sustainable Future ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.
1,133% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 3
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
49% more capital invested
Capital invested by funds: $108M → $161M (+$52.9M)
46% more funds holding
Funds holding: 74 → 108 (+34)
0.72% more ownership
Funds ownership: 34.01% → 34.73% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.16M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.59M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.51M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$953K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$226K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$210K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$126K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$93.7K |
| 5 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
-$88.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
101
Howe & Rusling
Rochester,
New York
| $8K | – | – | – |
|
|
CYG
102
Clean Yield Group
Norwich,
Vermont
| $8K | +$6.62K | +100 | New |
|
|
HWA
103
HHM Wealth Advisors
Chattanooga,
Tennessee
| $8K | +$6.62K | +100 | New |
|
|
OIM
104
Oder Investment Management
Woodland Hills,
California
| $6K | +$5.63K | +85 | New |
|
105
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | – | – | – |
|
|
FWM
106
Focused Wealth Management
Newburgh,
New York
| $2K | +$1.99K | +30 | New |
|
|
AAS
107
Avantax Advisory Services
Dallas,
Texas
| – | -$226K | -3,846 | Closed |
|
|
FHA
108
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$70K | -1,200 | Closed |
|
|
AA
109
Advisory Alpha
Holland,
Michigan
| – | -$50K | -805 | Closed |
|
|
WEC
110
Winslow Evans & Crocker
Boston,
Massachusetts
| – | +$1.66K | +25 | +0.7% |
|
ERTH Hedge Fund Activity: Q4 2020 in Review
108 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2020, worth a combined $161M — up 49% from $108M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ERTH positions and 3 closed out — a net gain of 34 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.16M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $226K sold.
- 108 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2020, up from 74 in Q3 2020.
- Funds reported $161M of Invesco MSCI Sustainable Future ETF stock for Q4 2020, up 49% quarter-over-quarter.
- 37 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2020 and 3 closed out, a net change of +34 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2020 was Ameriprise, an estimated $2.16M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $226K sold.
Based on aggregated 13F filings for Q4 2020.