We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

61 hedge funds and large institutions have $48.9M invested in Invesco MSCI Sustainable Future ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $44M → $48.9M (+$4.88M)

5% more funds holding

Funds holding: 5861 (+3)

1.65% more ownership

Funds ownership: 23.84%25.49% (+1.7%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1
Everett Harris & Co
California
$17.1M +$3.08M +70,000 +22%
Bank of America
2
Bank of America
North Carolina
$5.56M +$241K +5,468 +5%
Morgan Stanley
3
Morgan Stanley
New York
$4.02M +$76.6K +1,739 +2%
CT
4
Cambridge Trust
Massachusetts
$3.13M -$19K -432 -0.6%
Stifel Financial
5
Stifel Financial
Missouri
$1.76M +$36.1K +820 +2%
UBS Group
6
UBS Group
Switzerland
$1.62M +$43.3K +984 +3%
CAN
7
Cetera Advisor Networks
California
$1.39M +$27.3K +620 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.36M +$12.4K +281 +0.9%
Jane Street
9
Jane Street
New York
$1.33M +$1.32M +29,861 New
Franklin Resources
10
Franklin Resources
California
$1.27M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.11M +$320K +7,254 +41%
Wells Fargo
12
Wells Fargo
California
$817K +$12.6K +285 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$801K +$10K +227 +1%
US Bancorp
14
US Bancorp
Minnesota
$743K
LPL Financial
15
LPL Financial
California
$733K +$28.9K +656 +4%
KIA
16
KCM Investment Advisors
California
$588K +$303K +6,888 +110%
Citadel Advisors
17
Citadel Advisors
Florida
$580K +$573K +13,005 New
RJA
18
Raymond James & Associates
Florida
$498K +$3.96K +90 +0.8%
BJ
19
Brouwer & Janachowski
California
$481K
OWD
20
Osborn Williams & Donohoe
Ohio
$446K
WCWM
21
Willow Creek Wealth Management
California
$411K +$2.73K +62 +0.7%
LNB
22
Ledyard National Bank
$380K
Ameriprise
23
Ameriprise
Minnesota
$344K -$18.1K -411 -5%
LA
24
LexAurum Advisors
Kansas
$300K
HSBC Holdings
25
HSBC Holdings
United Kingdom
$275K

ERTH Hedge Fund Activity: Q3 2019 in Review

61 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2019, worth a combined $48.9M — up 11% from $44M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ERTH positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Everett Harris & Co, adding an estimated $3.08M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $202K sold.

  • 61 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $48.9M of Invesco MSCI Sustainable Future ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2019 was Everett Harris & Co, an estimated $3.08M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2019 was Raymond James Financial Services Advisors, an estimated $202K sold.

Based on aggregated 13F filings for Q3 2019.