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Invesco MSCI Sustainable Future ETF

111 hedge funds and large institutions have $154M invested in Invesco MSCI Sustainable Future ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 35.53%35.46% (-0.07%)

4% less funds holding

Funds holding: 116111 (-5)

6% less capital invested

Capital invested by funds: $163M → $154M (-$9.52M)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$9K
BFC
102
Bedel Financial Consulting
Indiana
$9K
PFS
103
Prospera Financial Services
Texas
$9K +$9.05K +150 New
IF
104
Integrity Financial
Wyoming
$8K
HWA
105
HHM Wealth Advisors
Tennessee
$6K
HR
106
Howe & Rusling
New York
$6K
BFEC
107
Benjamin F. Edwards & Company
Missouri
$4K +$3.62K +60 New
GRP
108
Global Retirement Partners
California
$3K +$3.62K +60 New
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$1K
PAMS
110
Pictet Asset Management (Switzerland)
Switzerland
-$1.53M -23,005 Closed
Brown Advisory
111
Brown Advisory
Maryland
-$412K -6,180 Closed
SFP
112
Sandbox Financial Partners
Maryland
-$340K -5,093 Closed
CAG
113
Crestwood Advisors Group
Massachusetts
-$304K -4,560 Closed
MWM
114
Maripau Wealth Management
Indiana
-$258K -4,339 Closed
APA
115
American Portfolios Advisors
New York
-$30.5K -458 Closed
EVM
116
Eaton Vance Management
Massachusetts
-$26K -385 Closed
JRFS
117
James Reed Financial Services
Ohio
-$8K -129 Closed
CA
118
CoreCap Advisors
Michigan
-$7K -100 Closed
IFAM
119
Institutional & Family Asset Management
Colorado
-$3K -40 Closed
SFM
120
Signet Financial Management
New Jersey
-$2K -35 Closed

ERTH Hedge Fund Activity: Q1 2022 in Review

111 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2022, worth a combined $154M — down 5.8% from $163M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ERTH and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $4.23M. The largest seller was Bank of America, cutting an estimated $2.71M.

  • 111 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $154M of Invesco MSCI Sustainable Future ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2022 was Ameriprise, an estimated $4.23M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2022 was Bank of America, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.