Invesco MSCI Sustainable Future ETF
ERTH
64 hedge funds and large institutions have $66.9M invested in Invesco MSCI Sustainable Future ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $48.9M → $66.9M (+$18M)
5% more funds holding
Funds holding: 61 → 64 (+3)
3.61% more ownership
Funds ownership: 25.49% → 29.1% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$4.77M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.08M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$462K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$392K |
| 5 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$814K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$580K |
| 3 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$152K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$46.6K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$23.4K |
ERTH Hedge Fund Activity: Q4 2019 in Review
64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2019, worth a combined $66.9M — up 37% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ERTH positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 8 trimmed.
The largest buyer was Everett Harris & Co, adding an estimated $4.77M. The largest seller was Morgan Stanley, cutting an estimated $814K.
- 64 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2019, up from 61 in Q3 2019.
- Funds reported $66.9M of Invesco MSCI Sustainable Future ETF stock for Q4 2019, up 37% quarter-over-quarter.
- 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2019 was Everett Harris & Co, an estimated $4.77M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q4 2019 was Morgan Stanley, an estimated $814K sold.
Based on aggregated 13F filings for Q4 2019.