Invesco MSCI Sustainable Future ETF
ERTH
91 hedge funds and large institutions have $41.5M invested in Invesco MSCI Sustainable Future ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 9 closing their positions.
2.14% less ownership
Funds ownership: 26.58% → 24.44% (-2.1%)
7% less funds holding
Funds holding: 98 → 91 (-7)
18% less capital invested
Capital invested by funds: $50.4M → $41.5M (-$8.95M)
53% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 34
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$597K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$260K |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$224K |
| 4 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$220K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.31M |
| 2 |
Jane Street
New York
|
-$940K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$922K |
| 4 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$642K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$540K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWC
101
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$1.79K | -32 | Closed |
|
102
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$465 | -11 | Closed |
|
ERTH Hedge Fund Activity: Q2 2024 in Review
91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2024, worth a combined $41.5M — down 18% from $50.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ERTH and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 16 added.
The largest buyer was Susquehanna International Group, adding an estimated $597K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $1.31M sold.
- 91 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2024, down from 98 in Q1 2024.
- Funds reported $41.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2024 and 9 closed out, a net change of -5 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $597K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q2 2024 was SageView Advisory Group, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2024.