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Invesco MSCI Sustainable Future ETF

98 hedge funds and large institutions have $50.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9998 (-1)

2.62% less ownership

Funds ownership: 29.2%26.58% (-2.6%)

25% less capital invested

Capital invested by funds: $67.6M → $50.4M (-$17.2M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
101
Monterey Private Wealth
California
-$240K -5,073 Closed
FIM
102
Freedom Investment Management
Connecticut
-$230K -4,876 Closed
CFG
103
Cooper Financial Group
California
-$203K -4,291 Closed
GWSG
104
GPS Wealth Strategies Group
Colorado
-$43.9K -930 Closed
AT
105
Avalon Trust
New Mexico
-$43.6K -923 Closed
MFG
106
Mendota Financial Group
Wisconsin
-$7.7K -163 Closed
ASN
107
Advisory Services Network
Georgia
-$3.83K -81 Closed

ERTH Hedge Fund Activity: Q1 2024 in Review

98 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2024, worth a combined $50.4M — down 25% from $67.6M a quarter earlier.

Fund positioning in ERTH was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2024, down from 99 in Q4 2023.
  • Funds reported $50.4M of Invesco MSCI Sustainable Future ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.53M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.