Invesco MSCI Sustainable Future ETF
ERTH
50 hedge funds and large institutions have $20.5M invested in Invesco MSCI Sustainable Future ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
2% more funds holding
Funds holding: 49 → 50 (+1)
5% more capital invested
Capital invested by funds: $19.5M → $20.5M (+$932K)
0.92% more ownership
Funds ownership: 22.61% → 23.53% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$1.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
| 3 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
+$166K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$130K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$1.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$633K |
| 3 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$216K |
| 4 |
Morgan Stanley
New York
|
-$171K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$162K |
ERTH Hedge Fund Activity: Q2 2014 in Review
50 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2014, worth a combined $20.5M — up 4.8% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ERTH positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Everett Harris & Co, opening a new position worth an estimated $1.6M. The largest seller was Noven Financial Group, exiting entirely with an estimated $1.3M sold.
- 50 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2014, up from 49 in Q1 2014.
- Funds reported $20.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2014, up 4.8% quarter-over-quarter.
- 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2014 was Everett Harris & Co, an estimated $1.6M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q2 2014 was Noven Financial Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2014.