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Invesco MSCI Sustainable Future ETF
ERTH

43 hedge funds and large institutions have $14.4M invested in Invesco MSCI Sustainable Future ETF in 2013 Q2 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.46% more ownership

Funds ownership: 0% → 21.46% (+21%)

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.62M +$2.65M +103,544 New
Goldman Sachs
2
Goldman Sachs
New York
$1.78M +$1.8M +70,350 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.41M +$1.43M +55,782 New
CWA
4
Convergent Wealth Advisors
Maryland
$1.22M +$1.23M +48,000 New
U
5
UBS
Switzerland
$887K +$896K +35,025 New
1IC
6
1919 Investment Counsel
Maryland
$880K +$889K +34,750 New
Franklin Resources
7
Franklin Resources
California
$756K +$765K +29,875 New
Morgan Stanley
8
Morgan Stanley
New York
$557K +$563K +21,995 New
HC
9
Highmount Capital
New York
$528K +$534K +20,850 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$521K +$527K +20,575 New
LPL Financial
11
LPL Financial
California
$514K +$519K +20,286 New
BF
12
BOK Financial
Oklahoma
$398K +$402K +15,700 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$356K +$360K +14,054 New
LWI
14
Long Wharf Investors
Massachusetts
$346K +$350K +13,670 New
HRIA
15
Haberer Registered Investment Advisor
Ohio
$290K +$294K +11,490 New
CB
16
Commerce Bank
Missouri
$284K +$287K +11,195 New
OWD
17
Osborn Williams & Donohoe
Ohio
$253K +$256K +10,000 New
BWM
18
Braver Wealth Management
Massachusetts
$207K +$209K +8,168 New
Invesco
19
Invesco
Georgia
$140K +$141K +5,520 New
Wells Fargo
20
Wells Fargo
California
$105K +$106K +4,139 New
BIM
21
BlackRock Investment Management
Delaware
$53K +$53.4K +2,087 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$47K +$47.6K +1,860 New
CCM
23
Cazenove Capital Management
United Kingdom
$25.3K +$25.6K +1,000 New
WTC
24
WhitTier Trust Company
Nevada
$23K +$23K +900 New
PAS
25
Partnervest Advisory Services
California
$23K +$23.2K +906 New
1
2

ERTH Hedge Fund Activity: Q2 2013 in Review

43 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2013, worth a combined $14.4M.

Buyers outnumbered sellers: 43 funds opened new ERTH positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

  • 43 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.4M of Invesco MSCI Sustainable Future ETF stock for Q2 2013.
  • 43 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2013 and 0 closed out, a net change of +43 holders.

Based on aggregated 13F filings for Q2 2013.