Invesco MSCI Sustainable Future ETF
ERTH
98 hedge funds and large institutions have $76.2M invested in Invesco MSCI Sustainable Future ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
5% more funds holding
Funds holding: 93 → 98 (+5)
2.14% more ownership
Funds ownership: 29.43% → 31.57% (+2.1%)
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
8% less capital invested
Capital invested by funds: $82.9M → $76.2M (-$6.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$12.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.16M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.1M |
| 2 |
MD
Money Design
Tokyo,
Japan
|
-$2.15M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.51M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$583K |
| 5 |
Cerity Partners
New York
|
-$549K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
101
BlueCrest Capital Management
St Helier,
Jersey
| – | -$350K | -7,148 | Closed |
|
102
William Blair & Company
Chicago,
Illinois
| – | -$109K | -2,220 | Closed |
|
|
LFASL
103
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| – | -$51K | -1,040 | Closed |
|
|
NL
104
NEPC LLC
Boston,
Massachusetts
| – | -$26.6K | -543 | Closed |
|
|
VAG
105
VisionPoint Advisory Group
Dallas,
Texas
| – | -$7.79K | -159 | Closed |
|
|
AWM
106
Avior Wealth Management
Omaha,
Nebraska
| – | -$6.81K | -139 | Closed |
|
ERTH Hedge Fund Activity: Q3 2023 in Review
98 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2023, worth a combined $76.2M — down 8.1% from $82.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ERTH positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 27 trimmed.
The largest buyer was Jane Street, adding an estimated $12.2M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.
- 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2023, up from 93 in Q2 2023.
- Funds reported $76.2M of Invesco MSCI Sustainable Future ETF stock for Q3 2023, down 8.1% quarter-over-quarter.
- 14 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2023 was Jane Street, an estimated $12.2M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2023 was JP Morgan Chase, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2023.