Invesco MSCI Sustainable Future ETF
ERTH
44 hedge funds and large institutions have $17.7M invested in Invesco MSCI Sustainable Future ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
2% more capital invested
Capital invested by funds: $17.5M → $17.7M (+$276K)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
1.27% less ownership
Funds ownership: 26.44% → 25.17% (-1.3%)
2% less funds holding
Funds holding: 45 → 44 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$642K |
| 2 |
LPL Financial
San Diego,
California
|
+$525K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$165K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.2K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$36.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$365K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$185K |
| 4 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$154K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$98.5K |
ERTH Hedge Fund Activity: Q4 2015 in Review
44 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2015, worth a combined $17.7M — up 1.6% from $17.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ERTH and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $642K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.95M sold.
- 44 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2015, down from 45 in Q3 2015.
- Funds reported $17.7M of Invesco MSCI Sustainable Future ETF stock for Q4 2015, up 1.6% quarter-over-quarter.
- 2 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2015 and 3 closed out, a net change of -1 holder.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2015 was Citadel Advisors, an estimated $642K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2015.