Invesco MSCI Sustainable Future ETF
ERTH
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
9% more funds holding
Funds holding: 64 → 70 (+6)
2.23% more ownership
Funds ownership: 29.1% → 31.33% (+2.2%)
8% less capital invested
Capital invested by funds: $66.9M → $61.2M (-$5.66M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$9.17M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$4.91M |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.89M |
| 4 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
+$604K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$4.16M |
| 2 |
Jane Street
New York
|
-$737K |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$493K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$480K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$287K |
ERTH Hedge Fund Activity: Q1 2020 in Review
70 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2020, worth a combined $61.2M — down 8.5% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ERTH positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Everett Harris & Co, adding an estimated $9.17M. The largest seller was Wealthsimple US, cutting an estimated $4.16M.
- 70 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2020, up from 64 in Q4 2019.
- Funds reported $61.2M of Invesco MSCI Sustainable Future ETF stock for Q1 2020, down 8.5% quarter-over-quarter.
- 13 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2020 and 5 closed out, a net change of +8 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2020 was Everett Harris & Co, an estimated $9.17M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q1 2020 was Wealthsimple US, an estimated $4.16M sold.
Based on aggregated 13F filings for Q1 2020.