Invesco MSCI Sustainable Future ETF
ERTH
40 hedge funds and large institutions have $17.3M invested in Invesco MSCI Sustainable Future ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
20% more capital invested
Capital invested by funds: $14.4M → $17.3M (+$2.89M)
1.49% more ownership
Funds ownership: 21.46% → 22.95% (+1.5%)
7% less funds holding
Funds holding: 43 → 40 (-3)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.06M |
| 2 |
Jane Street
New York
|
+$304K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$260K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$191K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$356K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$278K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$140K |
| 4 |
Goldman Sachs
New York
|
-$137K |
| 5 |
Morgan Stanley
New York
|
-$76.9K |
ERTH Hedge Fund Activity: Q3 2013 in Review
40 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2013, worth a combined $17.3M — up 20% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ERTH and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Bank of New York Mellon, adding an estimated $1.06M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $356K sold.
- 40 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2013, down from 43 in Q2 2013.
- Funds reported $17.3M of Invesco MSCI Sustainable Future ETF stock for Q3 2013, up 20% quarter-over-quarter.
- 3 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2013 and 5 closed out, a net change of -2 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2013 was Bank of New York Mellon, an estimated $1.06M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $356K sold.
Based on aggregated 13F filings for Q3 2013.