Invesco MSCI Sustainable Future ETF
ERTH
98 hedge funds and large institutions have $95.2M invested in Invesco MSCI Sustainable Future ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
1.02% more ownership
Funds ownership: 30.35% → 31.37% (+1%)
0% more capital invested
Capital invested by funds: $95.1M → $95.2M (+$112K)
1% less funds holding
Funds holding: 99 → 98 (-1)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.78M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.54M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$568K |
| 4 |
Cerity Partners
New York
|
+$548K |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$2.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$483K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$387K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$378K |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$372K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
101
Old Mission Capital
Chicago,
Illinois
| – | -$299K | -6,135 | Closed |
|
|
CS
102
Credit Suisse
Zurich,
Switzerland
| – | -$231K | -4,742 | Closed |
|
103
HighTower Advisors
Chicago,
Illinois
| – | -$230K | -4,697 | Closed |
|
|
WWA
104
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$201K | -4,111 | Closed |
|
|
BCV
105
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$102K | -2,090 | Closed |
|
|
GWSG
106
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$45K | -930 | Closed |
|
|
HI
107
Hudock Inc
Williamsport,
Pennsylvania
| – | -$22K | -463 | Closed |
|
|
CWM
108
Castle Wealth Management
West Palm Beach,
Florida
| – | -$12K | -240 | Closed |
|
|
MAM
109
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$2K | -36 | Closed |
|
|
EW
110
Evoke Wealth
Los Angeles,
California
| – | -$1K | -15 | Closed |
|
ERTH Hedge Fund Activity: Q4 2022 in Review
98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2022, worth a combined $95.2M — up 0.12% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ERTH positions and 12 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.
The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $2.27M sold.
- 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2022, down from 99 in Q3 2022.
- Funds reported $95.2M of Invesco MSCI Sustainable Future ETF stock for Q4 2022, up 0.12% quarter-over-quarter.
- 15 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2022 and 12 closed out, a net change of +3 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2022 was Jane Street, an estimated $3.78M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q4 2022 was Avaii Wealth Management, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2022.