We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

98 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

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9998 (-1)

2.62% less ownership

Funds ownership: 29.2%26.58% (-2.6%)

25% less capital invested

Capital invested by funds: $67.6M → $50.4M (-$17.2M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
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 -$78.6K -1,858 -2%
Morgan Stanley
4
Morgan Stanley
New York
$4.27M -$4.47M -105,612 -51%
Jane Street
5
Jane Street
New York
$3.43M -$2.74M -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 +$1.45M +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 -$71.9K -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 +$92.2K +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 +$468K +11,060 New
Osaic Holdings
25
Osaic Holdings
Arizona
$443K -$17.6K -415 -4%

ERTH Hedge Fund Activity: Q1 2024 in Review

98 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2024, worth a combined $50.4M — down 25% from $67.6M a quarter earlier.

Fund positioning in ERTH was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 29 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 98 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2024, down from 99 in Q4 2023.
  • Funds reported $50.4M of Invesco MSCI Sustainable Future ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.53M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.