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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$5.09M
2
GI
Gradient Investments
Minnesota
+$1.16M
3
IAA
Independent Advisor Alliance
North Carolina
+$493K
4
KIA
KCM Investment Advisors
California
+$418K
5
CT
Cambridge Trust
Massachusetts
+$323K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$868K
2
Citadel Advisors
Citadel Advisors
Florida
-$580K
3
WCWM
Willow Creek Wealth Management
California
-$162K
4
AP
Advisors Preferred
Maryland
-$50.1K
5
AA
Advisory Alpha
Michigan
-$25.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
1
Everett Harris & Co
California
$24.3M +$5.09M +102,000 +27%
Bank of America
2
Bank of America
North Carolina
$6.25M +$22.7K +455 +0.4%
WU
3
Wealthsimple US
New York
$4.98M +$4.98M +99,705 New
CT
4
Cambridge Trust
Massachusetts
$3.82M +$323K +6,463 +9%
Morgan Stanley
5
Morgan Stanley
New York
$3.64M -$868K -17,389 -19%
Stifel Financial
6
Stifel Financial
Missouri
$2.18M +$210K +4,200 +11%
UBS Group
7
UBS Group
Switzerland
$1.83M +$10.4K +208 +0.6%
Jane Street
8
Jane Street
New York
$1.81M +$320K +6,403 +21%
CAN
9
Cetera Advisor Networks
California
$1.66M +$103K +2,065 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.55M +$30.2K +604 +2%
Franklin Resources
11
Franklin Resources
California
$1.43M – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.33M +$93.8K +1,878 +8%
GI
13
Gradient Investments
Minnesota
$1.18M +$1.16M +23,130 +4,663%
KIA
14
KCM Investment Advisors
California
$1.08M +$418K +8,374 +64%
Wells Fargo
15
Wells Fargo
California
$939K +$24.6K +493 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$936K +$39K +781 +4%
LPL Financial
17
LPL Financial
California
$864K +$43.4K +868 +5%
US Bancorp
18
US Bancorp
Minnesota
$832K – – –
RJA
19
Raymond James & Associates
Florida
$598K +$41K +820 +7%
BJ
20
Brouwer & Janachowski
California
$538K – – –
OWD
21
Osborn Williams & Donohoe
Ohio
$499K – – –
IAA
22
Independent Advisor Alliance
North Carolina
$493K +$493K +9,879 New
LNB
23
Ledyard National Bank
$425K – – –
Ameriprise
24
Ameriprise
Minnesota
$378K -$6.78K -136 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$345K +$68.4K +1,370 +25%
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