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Invesco MSCI Sustainable Future ETF
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Overview Fund Activity

97 hedge funds and large institutions have $50.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.53M
2
SAG
SageView Advisory Group
California
+$1.31M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$467K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$434K
5
Bank of America
Bank of America
North Carolina
+$420K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.46M
2
Ameriprise
Ameriprise
Minnesota
-$2.94M
3
Jane Street
Jane Street
New York
-$2.73M
4
LPL Financial
LPL Financial
California
-$1.28M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$909K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.86M +$190K +4,491 +3%
Bank of America
2
Bank of America
North Carolina
$5.33M +$420K +9,928 +9%
MD
3
Money Design
Japan
$4.31M -$78.5K -1,858 -2%
Morgan Stanley
4
Morgan Stanley
New York
$4.27M -$4.46M -105,612 -51%
Jane Street
5
Jane Street
New York
$3.43M -$2.73M -64,670 -44%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.9M +$1.53M +36,166 +112%
LPL Financial
7
LPL Financial
California
$2.11M -$1.28M -30,286 -38%
Stifel Financial
8
Stifel Financial
Missouri
$1.66M -$28.9K -683 -2%
SAG
9
SageView Advisory Group
California
$1.31M +$1.31M +34,177 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.23M -$241K -5,707 -16%
MWM
11
Mission Wealth Management
California
$1.22M -$71.8K -1,699 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$1.18M +$69.6K +1,646 +6%
Franklin Resources
13
Franklin Resources
California
$1.16M – – –
LJAC
14
L.J. Altfest & Co
New York
$1.02M +$92.1K +2,179 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$891K -$284K -6,715 -24%
Ameriprise
16
Ameriprise
Minnesota
$870K -$2.94M -69,465 -77%
PWM
17
Perigon Wealth Management
California
$708K -$21.4K -507 -3%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$642K – – –
US Bancorp
19
US Bancorp
Minnesota
$516K – – –
LNB
20
Ledyard National Bank
$509K -$45.9K -1,086 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$497K -$12.3K -290 -2%
Cerity Partners
22
Cerity Partners
New York
$490K – – –
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$473K +$42 +1 +0%
MGIA
24
Moneta Group Investment Advisors
Missouri
$467K +$467K +11,060 New
Osaic Holdings
25
Osaic Holdings
Arizona
$443K -$17.5K -415 -4%
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