Invesco MSCI Sustainable Future ETF
ERTH
44 hedge funds and large institutions have $18.5M invested in Invesco MSCI Sustainable Future ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
6% more capital invested
Capital invested by funds: $17.6M → $18.5M (+$969K)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.42% less ownership
Funds ownership: 25.24% → 23.82% (-1.4%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$81K |
| 2 |
Morgan Stanley
New York
|
+$60.5K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$54.2K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
+$35.7K |
| 5 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$380K |
| 2 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$330K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$227K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$85.9K |
ERTH Hedge Fund Activity: Q3 2016 in Review
44 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2016, worth a combined $18.5M — up 5.5% from $17.6M a quarter earlier.
Fund positioning in ERTH was balanced in Q3 2016: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $81K. The largest seller was Citadel Advisors, exiting entirely with an estimated $380K sold.
- 44 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $18.5M of Invesco MSCI Sustainable Future ETF stock for Q3 2016, up 5.5% quarter-over-quarter.
- 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2016 and 5 closed out, a net change of 0 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2016 was Bank of America, an estimated $81K added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q3 2016 was Citadel Advisors, an estimated $380K sold.
Based on aggregated 13F filings for Q3 2016.