Invesco MSCI Sustainable Future ETF
ERTH
105 hedge funds and large institutions have $103M invested in Invesco MSCI Sustainable Future ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 14 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 111 → 105 (-6)
5.77% less ownership
Funds ownership: 35.46% → 29.69% (-5.8%)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
33% less capital invested
Capital invested by funds: $154M → $103M (-$50.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
+$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.08M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$475K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$394K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$23.5M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$7.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.17M |
ERTH Hedge Fund Activity: Q2 2022 in Review
105 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2022, worth a combined $103M — down 33% from $154M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ERTH and 10 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 36 added.
The largest buyer was Money Design, adding an estimated $1.49M. The largest seller was Everett Harris & Co, exiting entirely with an estimated $23.5M sold.
- 105 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2022, down from 111 in Q1 2022.
- Funds reported $103M of Invesco MSCI Sustainable Future ETF stock for Q2 2022, down 33% quarter-over-quarter.
- 10 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2022 and 14 closed out, a net change of -4 holders.
- The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2022 was Money Design, an estimated $1.49M added.
- The largest Invesco MSCI Sustainable Future ETF seller in Q2 2022 was Everett Harris & Co, an estimated $23.5M sold.
Based on aggregated 13F filings for Q2 2022.