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Invesco MSCI Sustainable Future ETF

93 hedge funds and large institutions have $82.9M invested in Invesco MSCI Sustainable Future ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.59% less ownership

Funds ownership: 30.02%29.43% (-0.59%)

4% less funds holding

Funds holding: 9793 (-4)

7% less capital invested

Capital invested by funds: $89M → $82.9M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
FWL Investment Management
Texas
-$31.9K -649 Closed
BCM
102
Blume Capital Management
California
-$9.87K -201 Closed
AWM
103
Activest Wealth Management
Florida
-$7.15K -148 Closed
BAM
104
Belpointe Asset Management
Nevada
-$4.37K -89 Closed

ERTH Hedge Fund Activity: Q2 2023 in Review

93 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2023, worth a combined $82.9M — down 6.8% from $89M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was JP Morgan Chase, cutting an estimated $5.33M.

  • 93 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $82.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2023 was Jane Street, an estimated $2.61M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2023 was JP Morgan Chase, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2023.