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Invesco MSCI Sustainable Future ETF
ERTH

116 hedge funds and large institutions have $163M invested in Invesco MSCI Sustainable Future ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $127M → $163M (+$35.6M)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

5% more funds holding

Funds holding: 111 → 116 (+5)

3.36% more ownership

Funds ownership: 32.16% → 35.53% (+3.4%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
2
MD
Money Design
Japan
+$11.1M
3
Bank of America
Bank of America
North Carolina
+$2.43M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.91M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.13M
4
CAN
Cetera Advisor Networks
California
-$1.25M
5
LWP
Laurel Wealth Planning
Minnesota
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
101
TimeScale Financial
Massachusetts
$11K – – –
AWM
102
Activest Wealth Management
Florida
$10K – – –
ACA
103
Aptus Capital Advisors
Alabama
$10K – – –
BFC
104
Bedel Financial Consulting
Indiana
$10K – – –
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$8K -$5.65K -83 -41%
IF
106
Integrity Financial
Wyoming
$8K +$8.65K +127 New
JRFS
107
James Reed Financial Services
Ohio
$8K +$8.78K +129 New
HWA
108
HHM Wealth Advisors
Tennessee
$7K – – –
HR
109
Howe & Rusling
New York
$7K – – –
CA
110
CoreCap Advisors
Michigan
$7K +$6.81K +100 New
IFAM
111
Institutional & Family Asset Management
Colorado
$3K +$2.72K +40 New
SFM
112
Signet Financial Management
New Jersey
$2K +$2.38K +35 New
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$1K +$885 +13 New
Citadel Advisors
114
Citadel Advisors
Florida
– -$2.87M -45,256 Closed
FTUS
115
Flow Traders U.S.
New York
– -$352K -5,565 Closed
NAM
116
NTV Asset Management
West Virginia
– -$231K -3,645 Closed
GRP
117
Global Retirement Partners
California
– -$26K -411 Closed
IF
118
Ironwood Financial
Arizona
– -$25K -390 Closed
KIG
119
Kowal Investment Group
Wisconsin
– -$22K -350 Closed
PCG
120
Private Capital Group
Connecticut
– -$19K -300 Closed
CWA
121
Carolina Wealth Advisors
South Carolina
– -$14K -214 Closed
Barclays
122
Barclays
United Kingdom
– -$9K -140 Closed
JCM
123
Jacobi Capital Management
Pennsylvania
– -$6K -100 Closed
1 2 3 4
5

ERTH Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2021, worth a combined $163M — up 28% from $127M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ERTH positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $17.6M. The largest seller was Jane Street, cutting an estimated $2.91M.

  • 116 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $163M of Invesco MSCI Sustainable Future ETF stock for Q4 2021, up 28% quarter-over-quarter.
  • 17 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2021 and 11 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $17.6M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2021 was Jane Street, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2021.