ERTH icon

Invesco MSCI Sustainable Future ETF
ERTH

Overview Fund Activity

65 hedge funds and large institutions have $37.7M invested in Invesco MSCI Sustainable Future ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$497K
2
Citadel Advisors
Citadel Advisors
Florida
+$481K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$255K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$236K
5
CT
Cambridge Trust
Massachusetts
+$220K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.22M
2
CFGS
Concourse Financial Group Securities
Alabama
-$731K
3
Bank of America
Bank of America
North Carolina
-$229K
4
CB
Commerce Bank
Missouri
-$216K
5
Ameriprise
Ameriprise
Minnesota
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
1
Everett Harris & Co
California
$9.7M – – –
Bank of America
2
Bank of America
North Carolina
$4.92M -$229K -6,223 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.15M +$497K +13,513 +14%
Jane Street
4
Jane Street
New York
$2.74M -$2.22M -60,380 -45%
CT
5
Cambridge Trust
Massachusetts
$2.2M +$220K +5,984 +11%
Stifel Financial
6
Stifel Financial
Missouri
$1.29M +$14.7K +400 +1%
UBS Group
7
UBS Group
Switzerland
$1.25M -$94.4K -2,566 -7%
Citadel Advisors
8
Citadel Advisors
Florida
$1.14M +$481K +13,065 +73%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.06M +$20.8K +564 +2%
Franklin Resources
10
Franklin Resources
California
$1.05M – – –
Wells Fargo
11
Wells Fargo
California
$805K +$148K +4,008 +22%
CAN
12
Cetera Advisor Networks
California
$747K +$1.72K +47 +0.2%
LPL Financial
13
LPL Financial
California
$626K -$74.1K -2,014 -11%
US Bancorp
14
US Bancorp
Minnesota
$613K – – –
BF
15
BOK Financial
Oklahoma
$578K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$577K +$6.8K +185 +1%
RJA
17
Raymond James & Associates
Florida
$416K +$11.2K +304 +3%
BJ
18
Brouwer & Janachowski
California
$396K – – –
OWD
19
Osborn Williams & Donohoe
Ohio
$368K – – –
WCWM
20
Willow Creek Wealth Management
California
$341K – – –
WAG
21
Winthrop Advisory Group
Massachusetts
$276K – – –
VSWA
22
Vontobel Swiss Wealth Advisors
Switzerland
$255K -$47.6K -1,340 -16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$255K +$255K +6,921 New
LA
24
LexAurum Advisors
Kansas
$245K -$3.68K -100 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$236K +$236K +6,416 New
1
2 3