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Invesco MSCI Sustainable Future ETF
ERTH

43 hedge funds and large institutions have $26.9M invested in Invesco MSCI Sustainable Future ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $21.8M → $26.9M (+$5.14M)

0.89% more ownership

Funds ownership: 24.54% → 25.43% (+0.89%)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$1.88M
2
Jane Street
Jane Street
New York
+$768K
3
Citadel Advisors
Citadel Advisors
Florida
+$738K
4
Morgan Stanley
Morgan Stanley
New York
+$305K
5
CG
Colony Group
Massachusetts
+$301K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$685K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$335K
3
LPL Financial
LPL Financial
California
-$170K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.6K
5
Wells Fargo
Wells Fargo
California
-$19.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$7.07M +$1.88M +50,000 +37%
Bank of America
2
Bank of America
North Carolina
$5.76M +$208K +5,548 +4%
Stifel Financial
3
Stifel Financial
Missouri
$1.28M – – –
Jane Street
4
Jane Street
New York
$1.25M +$768K +20,433 +170%
Morgan Stanley
5
Morgan Stanley
New York
$1.18M +$305K +8,128 +36%
Franklin Resources
6
Franklin Resources
California
$1.1M – – –
CT
7
Cambridge Trust
Massachusetts
$1.09M +$55.1K +1,468 +5%
Citadel Advisors
8
Citadel Advisors
Florida
$1.02M +$738K +19,647 +288%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$714K -$66.6K -1,772 -9%
LPL Financial
10
LPL Financial
California
$638K -$170K -4,522 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$608K +$148K +3,939 +33%
BF
12
BOK Financial
Oklahoma
$605K – – –
US Bancorp
13
US Bancorp
Minnesota
$603K – – –
CAN
14
Cetera Advisor Networks
California
$585K +$80.5K +2,143 +16%
UBS Group
15
UBS Group
Switzerland
$569K -$685K -18,245 -55%
RJA
16
Raymond James & Associates
Florida
$409K -$11.7K -312 -3%
OWD
17
Osborn Williams & Donohoe
Ohio
$385K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$373K +$9.95K +265 +3%
Wells Fargo
19
Wells Fargo
California
$340K -$19.2K -510 -5%
LNB
20
Ledyard National Bank
$337K – – –
CG
21
Colony Group
Massachusetts
$308K +$301K +8,002 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$220K – – –
GI
23
Gradient Investments
Minnesota
$117K +$6.57K +175 +6%
WTC
24
WhitTier Trust Company
Nevada
$112K – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$35K +$38 +1 +0.1%
1
2

ERTH Hedge Fund Activity: Q2 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2017, worth a combined $26.9M — up 24% from $21.8M a quarter earlier.

Fund positioning in ERTH was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 6 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $1.88M. The largest seller was UBS Group, cutting an estimated $685K.

  • 43 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $26.9M of Invesco MSCI Sustainable Future ETF stock for Q2 2017, up 24% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2017 was Everett Harris & Co, an estimated $1.88M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2017 was UBS Group, an estimated $685K sold.

Based on aggregated 13F filings for Q2 2017.