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Invesco MSCI Sustainable Future ETF

99 hedge funds and large institutions have $95.1M invested in Invesco MSCI Sustainable Future ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.66% more ownership

Funds ownership: 29.69%30.35% (+0.66%)

6% less funds holding

Funds holding: 10599 (-6)

8% less capital invested

Capital invested by funds: $103M → $95.1M (-$8.26M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-6
Holders Change %
-5.71%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
32
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$18.4M +$3.76M +67,484 +22%
MD
2
Money Design
Japan
$10.4M -$43.6K -783 -0.4%
Bank of America
3
Bank of America
North Carolina
$9.62M -$845K -15,176 -7%
UBS Group
4
UBS Group
Switzerland
$7.9M +$3.71M +66,559 +70%
LPL Financial
5
LPL Financial
California
$6.44M +$1.68M +30,232 +30%
Ameriprise
6
Ameriprise
Minnesota
$5.5M +$88.1K +1,582 +1%
Morgan Stanley
7
Morgan Stanley
New York
$4.81M -$208K -3,735 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.91M +$9.41K +169 +0.3%
Stifel Financial
9
Stifel Financial
Missouri
$2.44M +$127K +2,286 +5%
AWM
10
Avaii Wealth Management
Wisconsin
$2.27M -$545K -9,792 -17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.49M +$120K +2,157 +8%
Franklin Resources
12
Franklin Resources
California
$1.33M
MWM
13
Mission Wealth Management
California
$1.28M +$58.4K +1,048 +4%
CAN
14
Cetera Advisor Networks
California
$1.27M -$2.84K -51 -0.2%
Jane Street
15
Jane Street
New York
$1.27M -$813K -14,603 -36%
RJA
16
Raymond James & Associates
Florida
$939K -$17.8K -319 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$906K +$181K +3,244 +21%
LJAC
18
L.J. Altfest & Co
New York
$899K +$94.7K +1,700 +10%
Wells Fargo
19
Wells Fargo
California
$884K -$85.8K -1,540 -8%
LNB
20
Ledyard National Bank
$724K +$23.7K +426 +3%
US Bancorp
21
US Bancorp
Minnesota
$685K
KIA
22
KCM Investment Advisors
California
$661K -$55.4K -995 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$593K -$3.34K -60 -0.5%
IA
24
Insight Advisors
Pennsylvania
$590K +$30.5K +547 +5%
LWP
25
Laurel Wealth Planning
Minnesota
$572K

ERTH Hedge Fund Activity: Q3 2022 in Review

99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2022, worth a combined $95.1M — down 8% from $103M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ERTH and 7 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.76M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.24M sold.

  • 99 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2022, down from 105 in Q2 2022.
  • Funds reported $95.1M of Invesco MSCI Sustainable Future ETF stock for Q3 2022, down 8% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $3.76M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2022.