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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

49 hedge funds and large institutions have $19.7M invested in Invesco MSCI Sustainable Future ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$1.03M
2
EHC
Everett Harris & Co
California
+$955K
3
Jane Street
Jane Street
New York
+$613K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$321K
5
Wells Fargo
Wells Fargo
California
+$27.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$818K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$277K
3
Morgan Stanley
Morgan Stanley
New York
-$144K
4
WTC
WhitTier Trust Company
Nevada
-$86.9K
5
CG
Colony Group
Massachusetts
-$48.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.69M -$261 -9 -0%
EHC
2
Everett Harris & Co
California
$2.39M +$955K +33,000 +67%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.16M -$277K -9,554 -11%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.9M -$818K -28,390 -30%
Stifel Financial
5
Stifel Financial
Missouri
$1.03M +$1.03M +35,512 New
UBS Group
6
UBS Group
Switzerland
$934K +$934K +32,277 New
Franklin Resources
7
Franklin Resources
California
$822K – – –
US Bancorp
8
US Bancorp
Minnesota
$638K – – –
Jane Street
9
Jane Street
New York
$613K +$613K +21,170 New
HC
10
Highmount Capital
New York
$604K – – –
YIA
11
YHB Investment Advisors
Connecticut
$564K +$3.77K +130 +0.7%
LPL Financial
12
LPL Financial
California
$496K +$6.74K +233 +1%
BF
13
BOK Financial
Oklahoma
$455K – – –
Morgan Stanley
14
Morgan Stanley
New York
$437K -$144K -4,980 -25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$426K +$321K +11,113 +307%
WCWM
16
Willow Creek Wealth Management
California
$332K +$332K +11,456 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$309K -$2.93K -101 -0.9%
CB
18
Commerce Bank
Missouri
$307K – – –
CG
19
Colony Group
Massachusetts
$305K -$48.4K -1,670 -14%
OWD
20
Osborn Williams & Donohoe
Ohio
$290K – – –
Wells Fargo
21
Wells Fargo
California
$254K +$27.8K +961 +12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$220K – – –
LNB
23
Ledyard National Bank
$120K +$20.3K +700 +20%
WTC
24
WhitTier Trust Company
Nevada
$84K -$86.9K -3,000 -51%
HRIA
25
Haberer Registered Investment Advisor
Ohio
$59K -$8.7K -300 -13%
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