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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

70 hedge funds and large institutions have $61.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EHC
Everett Harris & Co
California
+$7.38M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$3.95M
3
KIA
KCM Investment Advisors
California
+$1.52M
4
CT
Cambridge Trust
Massachusetts
+$486K
5
Bank of America
Bank of America
North Carolina
+$486K

Top Sellers

1
WU
Wealthsimple US
New York
-$3.35M
2
Jane Street
Jane Street
New York
-$593K
3
IAA
Independent Advisor Alliance
North Carolina
-$493K
4
UBS Group
UBS Group
Switzerland
-$387K
5
Wells Fargo
Wells Fargo
California
-$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
1
Everett Harris & Co
California
$25.7M +$7.38M +196,150 +40%
Bank of America
2
Bank of America
North Carolina
$5.2M +$486K +12,906 +10%
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$3.95M +$3.95M +105,050 New
CT
4
Cambridge Trust
Massachusetts
$3.37M +$486K +12,911 +17%
Morgan Stanley
5
Morgan Stanley
New York
$2.76M +$17.7K +471 +0.6%
KIA
6
KCM Investment Advisors
California
$2.33M +$1.52M +40,397 +188%
Stifel Financial
7
Stifel Financial
Missouri
$1.7M +$59.1K +1,570 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.26M +$90.7K +2,407 +8%
CAN
9
Cetera Advisor Networks
California
$1.25M -$2.34K -62 -0.2%
GI
10
Gradient Investments
Minnesota
$1.19M +$297K +7,877 +33%
Franklin Resources
11
Franklin Resources
California
$1.07M – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M +$68.3K +1,816 +7%
UBS Group
13
UBS Group
Switzerland
$991K -$387K -10,265 -28%
LPL Financial
14
LPL Financial
California
$865K +$214K +5,692 +33%
Jane Street
15
Jane Street
New York
$772K -$593K -15,757 -43%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$726K +$21.1K +562 +3%
US Bancorp
17
US Bancorp
Minnesota
$627K – – –
Wells Fargo
18
Wells Fargo
California
$476K -$231K -6,140 -33%
RJA
19
Raymond James & Associates
Florida
$426K -$24.5K -651 -5%
BJ
20
Brouwer & Janachowski
California
$406K – – –
WU
21
Wealthsimple US
New York
$400K -$3.35M -89,072 -89%
OWD
22
Osborn Williams & Donohoe
Ohio
$376K – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$336K +$336K +8,920 New
Ameriprise
24
Ameriprise
Minnesota
$332K +$46.8K +1,245 +16%
LNB
25
Ledyard National Bank
$320K – – –
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