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Invesco MSCI Sustainable Future ETF
ERTH

111 hedge funds and large institutions have $127M invested in Invesco MSCI Sustainable Future ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% more funds holding

Funds holding: 110 → 111 (+1)

0.65% less ownership

Funds ownership: 32.81% → 32.16% (-0.65%)

9% less capital invested

Capital invested by funds: $140M → $127M (-$12.1M)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.17M
5
Bank of America
Bank of America
North Carolina
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
-$7.09M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.8M
3
BCM
BlueCrest Capital Management
Jersey
-$1.62M
4
Ameriprise
Ameriprise
Minnesota
-$1.61M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$9K -$1.72K -26 -16%
AWM
102
Activest Wealth Management
Florida
$9K – – –
BFC
103
Bedel Financial Consulting
Indiana
$9K – – –
HR
104
Howe & Rusling
New York
$7K – – –
HWA
105
HHM Wealth Advisors
Tennessee
$6K – – –
JCM
106
Jacobi Capital Management
Pennsylvania
$6K – – –
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2K – – –
BCM
108
BlueCrest Capital Management
Jersey
– -$1.62M -23,380 Closed
FT
109
Fiduciary Trust
Massachusetts
– -$491K -7,093 Closed
Baird Financial Group
110
Baird Financial Group
Wisconsin
– -$470K -6,796 Closed
PAG
111
Private Advisor Group
New Jersey
– -$206K -2,979 Closed
RCA
112
Ranch Capital Advisors
Florida
– -$156K -2,257 Closed
HDIM
113
Hanson & Doremus Investment Management
Vermont
– -$54K -920 Closed
ASN
114
Advisory Services Network
Georgia
– -$59K -846 Closed
Fidelity Investments
115
Fidelity Investments
Massachusetts
– -$6.55K -99 -99%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
– +$331 +5 New
1 2 3 4
5

ERTH Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2021, worth a combined $127M — down 8.7% from $140M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ERTH positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.8M. The largest seller was Everett Harris & Co, cutting an estimated $7.09M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $127M of Invesco MSCI Sustainable Future ETF stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 10 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2021 was Jane Street, an estimated $5.8M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2021 was Everett Harris & Co, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2021.