We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

68 hedge funds and large institutions have $84.2M invested in Invesco MSCI Sustainable Future ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $61.2M → $84.2M (+$23M)

7.67% more ownership

Funds ownership: 31.33%39% (+7.7%)

3% less funds holding

Funds holding: 7068 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1
Everett Harris & Co
California
$33.6M
Bank of America
2
Bank of America
North Carolina
$7.41M +$555K +12,554 +9%
CT
3
Cambridge Trust
Massachusetts
$5.2M +$244K +5,529 +6%
Morgan Stanley
4
Morgan Stanley
New York
$3.92M +$284K +6,422 +9%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$3.63M -$1.38M -31,300 -30%
KIA
6
KCM Investment Advisors
California
$3.56M +$458K +10,363 +17%
Jane Street
7
Jane Street
New York
$2.92M +$1.72M +38,918 +190%
Stifel Financial
8
Stifel Financial
Missouri
$2.33M +$92.8K +2,100 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.9M +$223K +5,058 +15%
GI
10
Gradient Investments
Minnesota
$1.84M +$259K +5,857 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.69M +$264K +5,970 +21%
CAN
12
Cetera Advisor Networks
California
$1.66M +$28K +633 +2%
Franklin Resources
13
Franklin Resources
California
$1.55M
UBS Group
14
UBS Group
Switzerland
$1.35M +$51.1K +1,156 +4%
LPL Financial
15
LPL Financial
California
$1.19M +$50.1K +1,133 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$900K -$44.3K -1,003 -5%
US Bancorp
17
US Bancorp
Minnesota
$819K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$786K +$338K +7,657 +92%
Wells Fargo
19
Wells Fargo
California
$601K -$19.5K -441 -3%
RJA
20
Raymond James & Associates
Florida
$561K +$3.8K +86 +0.8%
BJ
21
Brouwer & Janachowski
California
$530K
Ameriprise
22
Ameriprise
Minnesota
$509K +$67.6K +1,531 +17%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$496K +$51.3K +1,161 +13%
LNB
24
Ledyard National Bank
$447K +$25.2K +570 +7%
BRWM
25
B. Riley Wealth Management
Tennessee
$434K +$329K +7,451 New

ERTH Hedge Fund Activity: Q2 2020 in Review

68 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2020, worth a combined $84.2M — up 38% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ERTH and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $1.72M. The largest seller was Pictet Asset Management (UK), cutting an estimated $1.38M.

  • 68 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2020, down from 70 in Q1 2020.
  • Funds reported $84.2M of Invesco MSCI Sustainable Future ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 5 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2020 was Jane Street, an estimated $1.72M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2020 was Pictet Asset Management (UK), an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2020.