Invesco MSCI Sustainable Future ETF
ERTH
99 hedge funds and large institutions have $95.1M invested in Invesco MSCI Sustainable Future ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 11 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
0.66% more ownership
Funds ownership: 29.69% → 30.35% (+0.66%)
6% less funds holding
Funds holding: 105 → 99 (-6)
8% less capital invested
Capital invested by funds: $103M → $95.1M (-$8.26M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.76M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.71M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$432K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.24M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$1.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$845K |
| 4 |
Jane Street
New York
|
-$813K |
| 5 |
Cerity Partners
New York
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
101
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$227K | -4,214 | Closed |
|
|
WCWM
102
Willow Creek Wealth Management
Sebastopol,
California
| – | -$223K | -4,161 | Closed |
|
|
WT
103
Whittier Trust
South Pasadena,
California
| – | -$158K | -2,940 | Closed |
|
|
CWP
104
Concord Wealth Partners
Abingdon,
Virginia
| – | -$131K | -2,439 | Closed |
|
105
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$32K | -592 | Closed |
|
|
SWM
106
SeaCrest Wealth Management
Purchase,
New York
| – | -$16K | -300 | Closed |
|
|
CA
107
CoreCap Advisors
Southfield,
Michigan
| – | -$5K | -100 | Closed |
|
|
GRP
108
Global Retirement Partners
San Rafael,
California
| – | -$3.01K | -54 | -90% |
|
109
Rockefeller Capital Management
New York
| – | +$56 | +1 | +20% |
|
ERTH Hedge Fund Activity: Q3 2022 in Review
99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2022, worth a combined $95.1M — down 8% from $103M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ERTH and 7 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 32 added.
The largest buyer was JP Morgan Chase, adding an estimated $3.76M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.24M sold.
- 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2022, down from 105 in Q2 2022.
- Funds reported $95.1M of Invesco MSCI Sustainable Future ETF stock for Q3 2022, down 8% quarter-over-quarter.
- 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $3.76M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2022.