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Invesco MSCI Sustainable Future ETF
ERTH

98 hedge funds and large institutions have $95.2M invested in Invesco MSCI Sustainable Future ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1.02% more ownership

Funds ownership: 30.35% → 31.37% (+1%)

0% more capital invested

Capital invested by funds: $95.1M → $95.2M (+$112K)

1% less funds holding

Funds holding: 99 → 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$568K
4
Cerity Partners
Cerity Partners
New York
+$548K
5
MD
Money Design
Japan
+$475K

Top Sellers

1
AWM
Avaii Wealth Management
Wisconsin
-$2.27M
2
Ameriprise
Ameriprise
Minnesota
-$483K
3
Bank of America
Bank of America
North Carolina
-$387K
4
Citadel Advisors
Citadel Advisors
Florida
-$378K
5
KIA
KCM Investment Advisors
California
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$18M -$10.8K -221 -0.1%
MD
2
Money Design
Japan
$10.7M +$475K +9,703 +5%
Bank of America
3
Bank of America
North Carolina
$9.05M -$387K -7,917 -4%
UBS Group
4
UBS Group
Switzerland
$7.63M -$116K -2,360 -1%
LPL Financial
5
LPL Financial
California
$6.56M +$259K +5,289 +4%
Jane Street
6
Jane Street
New York
$4.93M +$3.78M +77,138 +296%
Ameriprise
7
Ameriprise
Minnesota
$4.91M -$483K -9,873 -9%
Morgan Stanley
8
Morgan Stanley
New York
$4.72M +$4.21K +86 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.36M +$1.54M +31,554 +53%
Stifel Financial
10
Stifel Financial
Missouri
$2.41M +$26.8K +548 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.43M -$39.9K -816 -3%
Franklin Resources
12
Franklin Resources
California
$1.31M – – –
CAN
13
Cetera Advisor Networks
California
$1.25M +$1.32K +27 +0.1%
MWM
14
Mission Wealth Management
California
$1.23M -$24.1K -493 -2%
LJAC
15
L.J. Altfest & Co
New York
$975K +$96.1K +1,963 +11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$951K +$568K +11,601 +140%
RJA
17
Raymond James & Associates
Florida
$864K -$57.9K -1,184 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$801K -$89.3K -1,825 -10%
LNB
19
Ledyard National Bank
$735K +$26.3K +538 +4%
Wells Fargo
20
Wells Fargo
California
$717K -$153K -3,122 -17%
US Bancorp
21
US Bancorp
Minnesota
$671K – – –
KAS
22
Kestra Advisory Services
Texas
$668K +$287K +5,857 +72%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$597K +$15.3K +313 +3%
LWP
24
Laurel Wealth Planning
Minnesota
$561K – – –
CB
25
Commerce Bank
Missouri
$543K – – –
1
2 3 4 5

ERTH Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2022, worth a combined $95.2M — up 0.12% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ERTH positions and 12 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $2.27M sold.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2022, down from 99 in Q3 2022.
  • Funds reported $95.2M of Invesco MSCI Sustainable Future ETF stock for Q4 2022, up 0.12% quarter-over-quarter.
  • 15 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2022 and 12 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2022 was Jane Street, an estimated $3.78M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2022 was Avaii Wealth Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2022.