Invesco MSCI Sustainable Future ETF
ERTH
99 hedge funds and large institutions have $67.6M invested in Invesco MSCI Sustainable Future ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 98 → 99 (+1)
2.37% less ownership
Funds ownership: 31.57% → 29.2% (-2.4%)
11% less capital invested
Capital invested by funds: $76.2M → $67.6M (-$8.62M)
59% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$505K |
| 3 |
Cerity Partners
New York
|
+$495K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$373K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$879K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCS
101
Retirement Capital Strategies
San Jose,
California
| – | -$710K | -16,041 | Closed |
|
|
OMC
102
Old Mission Capital
Chicago,
Illinois
| – | -$589K | -13,304 | Closed |
|
|
LWP
103
Laurel Wealth Planning
Edina,
Minnesota
| – | -$352K | -7,943 | Closed |
|
|
3LCM
104
3D/L Capital Management
Hartford,
Connecticut
| – | -$236K | -5,338 | Closed |
|
|
VCM
105
Vivaldi Capital Management
Chicago,
Illinois
| – | -$216K | -4,887 | Closed |
|
106
HighTower Advisors
Chicago,
Illinois
| – | -$200K | -4,528 | Closed |
|
|
FIM
107
FWL Investment Management
Dallas,
Texas
| – | -$28.1K | -634 | Closed |
|
|
TWC
108
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$2.94K | -68 | Closed |
|
|
HWA
109
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$2.66K | -60 | Closed |
|
ERTH Hedge Fund Activity: Q4 2023 in Review
99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2023, worth a combined $67.6M — down 11% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ERTH positions and 9 closed out — a net gain of 2 holders — while 16 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.31M. The largest seller was Jane Street, cutting an estimated $7.67M.
- 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $67.6M of Invesco MSCI Sustainable Future ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2023 and 9 closed out, a net change of +2 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.31M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q4 2023 was Jane Street, an estimated $7.67M sold.
Based on aggregated 13F filings for Q4 2023.