Invesco MSCI Sustainable Future ETF
ERTH
105 hedge funds and large institutions have $167M invested in Invesco MSCI Sustainable Future ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 13 reducing their positions, and 21 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 13
4% more capital invested
Capital invested by funds: $161M → $167M (+$5.98M)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
1.26% less ownership
Funds ownership: 34.73% → 33.47% (-1.3%)
3% less funds holding
Funds holding: 108 → 105 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$2.21M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$1.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.8M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
-$7.99M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2.98M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.88M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$1.84M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.58M |
ERTH Hedge Fund Activity: Q1 2021 in Review
105 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2021, worth a combined $167M — up 3.7% from $161M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of ERTH and 20 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 38 added.
The largest buyer was Bank of America, adding an estimated $2.82M. The largest seller was Cambridge Trust, cutting an estimated $7.99M.
- 105 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2021, down from 108 in Q4 2020.
- Funds reported $167M of Invesco MSCI Sustainable Future ETF stock for Q1 2021, up 3.7% quarter-over-quarter.
- 20 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2021 and 21 closed out, a net change of -1 holder.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2021 was Bank of America, an estimated $2.82M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q1 2021 was Cambridge Trust, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2021.