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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

64 hedge funds and large institutions have $38.9M invested in Invesco MSCI Sustainable Future ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$2.58M
2
Morgan Stanley
Morgan Stanley
New York
+$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$800K
4
Jane Street
Jane Street
New York
+$767K
5
WCWM
Willow Creek Wealth Management
California
+$404K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$535K
2
EWM
Evercore Wealth Management
New York
-$63K
3
IFA
Interactive Financial Advisors
Illinois
-$17.4K
4
CG
Colony Group
Massachusetts
-$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
1
Everett Harris & Co
California
$11.8M +$2.58M +60,000 +28%
Bank of America
2
Bank of America
North Carolina
$5.9M +$328K +7,634 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.91M +$1.2M +27,885 +70%
CT
4
Cambridge Trust
Massachusetts
$1.97M +$310K +7,216 +19%
Stifel Financial
5
Stifel Financial
Missouri
$1.46M – – –
UBS Group
6
UBS Group
Switzerland
$1.23M +$14.9K +346 +1%
Franklin Resources
7
Franklin Resources
California
$1.23M – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.22M -$535K -12,450 -31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.11M +$7.56K +176 +0.7%
LPL Financial
10
LPL Financial
California
$859K +$73.7K +1,715 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$800K +$800K +18,629 New
Jane Street
12
Jane Street
New York
$767K +$767K +17,855 New
US Bancorp
13
US Bancorp
Minnesota
$715K +$8.59K +200 +1%
BF
14
BOK Financial
Oklahoma
$674K – – –
Wells Fargo
15
Wells Fargo
California
$654K +$155K +3,610 +31%
CAN
16
Cetera Advisor Networks
California
$650K +$3.77K +88 +0.6%
RJA
17
Raymond James & Associates
Florida
$457K +$21.4K +499 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$438K +$74.8K +1,745 +21%
OWD
19
Osborn Williams & Donohoe
Ohio
$429K – – –
WCWM
20
Willow Creek Wealth Management
California
$404K +$404K +9,415 New
LNB
21
Ledyard National Bank
$374K – – –
WAG
22
Winthrop Advisory Group
Massachusetts
$319K – – –
CG
23
Colony Group
Massachusetts
$295K -$17K -395 -5%
LA
24
LexAurum Advisors
Kansas
$292K +$5.8K +135 +2%
VSWA
25
Vontobel Swiss Wealth Advisors
Switzerland
$281K +$10.8K +251 +4%
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