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Invesco MSCI Sustainable Future ETF

97 hedge funds and large institutions have $89M invested in Invesco MSCI Sustainable Future ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 9897 (-1)

1.35% less ownership

Funds ownership: 31.37%30.02% (-1.4%)

6% less capital invested

Capital invested by funds: $95.2M → $89M (-$6.16M)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
23
Closed
10
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
$19.1M +$579K +11,615 +3%
MD
2
Money Design
Japan
$9.11M -$1.9M -38,240 -17%
Bank of America
3
Bank of America
North Carolina
$8.15M -$1.17M -23,512 -12%
UBS Group
4
UBS Group
Switzerland
$7.53M -$319K -6,397 -4%
LPL Financial
5
LPL Financial
California
$6.87M +$126K +2,535 +2%
Morgan Stanley
6
Morgan Stanley
New York
$4.81M -$43.7K -877 -0.9%
Ameriprise
7
Ameriprise
Minnesota
$3.65M -$1.42M -28,596 -28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.53M -$959K -19,245 -21%
Stifel Financial
9
Stifel Financial
Missouri
$2.47M -$13.5K -270 -0.5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.73M +$761K +15,271 +77%
MWM
11
Mission Wealth Management
California
$1.42M +$165K +3,307 +13%
Franklin Resources
12
Franklin Resources
California
$1.34M
Citadel Advisors
13
Citadel Advisors
Florida
$1.34M +$1.36M +27,202 New
CAN
14
Cetera Advisor Networks
California
$1.1M -$187K -3,757 -14%
LJAC
15
L.J. Altfest & Co
New York
$1.01M +$12.3K +247 +1%
Jane Street
16
Jane Street
New York
$954K -$4.17M -83,790 -81%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$863K +$40.8K +819 +5%
US Bancorp
18
US Bancorp
Minnesota
$832K +$144K +2,900 +21%
Wells Fargo
19
Wells Fargo
California
$769K +$32.8K +659 +4%
RJA
20
Raymond James & Associates
Florida
$759K -$131K -2,632 -15%
LNB
21
Ledyard National Bank
$617K -$141K -2,825 -18%
LWP
22
Laurel Wealth Planning
Minnesota
$580K +$3.49K +70 +0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$558K -$55.6K -1,116 -9%
Bank Julius Baer & Co
24
Bank Julius Baer & Co
Switzerland
$550K
Cerity Partners
25
Cerity Partners
New York
$550K

ERTH Hedge Fund Activity: Q1 2023 in Review

97 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2023, worth a combined $89M — down 6.5% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERTH positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 97 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $89M of Invesco MSCI Sustainable Future ETF stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.36M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2023 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.