Invesco MSCI Sustainable Future ETF
ERTH
46 hedge funds and large institutions have $19.3M invested in Invesco MSCI Sustainable Future ETF in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
2% less capital invested
Capital invested by funds: $19.7M → $19.3M (-$418K)
1.59% less ownership
Funds ownership: 27.25% → 25.66% (-1.6%)
6% less funds holding
Funds holding: 49 → 46 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
+$34.9K |
| 2 |
Axa
Paris,
France
|
+$32.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.7K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.4K |
| 5 |
EWM
Evercore Wealth Management
New York
|
+$9.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$890K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$319K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19.1K |
| 4 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
-$14K |
| 5 |
LPL Financial
San Diego,
California
|
-$12.1K |
ERTH Hedge Fund Activity: Q1 2015 in Review
46 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2015, worth a combined $19.3M — down 2.1% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ERTH and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was YHB Investment Advisors, adding an estimated $34.9K. The largest seller was Susquehanna International Group, cutting an estimated $890K.
- 46 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2015, down from 49 in Q4 2014.
- Funds reported $19.3M of Invesco MSCI Sustainable Future ETF stock for Q1 2015, down 2.1% quarter-over-quarter.
- 1 fund opened new Invesco MSCI Sustainable Future ETF positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2015 was YHB Investment Advisors, an estimated $34.9K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q1 2015 was Susquehanna International Group, an estimated $890K sold.
Based on aggregated 13F filings for Q1 2015.