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Invesco MSCI Sustainable Future ETF
ERTH

91 hedge funds and large institutions have $41.5M invested in Invesco MSCI Sustainable Future ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% less ownership

Funds ownership: 26.58% → 24.44% (-2.1%)

7% less funds holding

Funds holding: 98 → 91 (-7)

18% less capital invested

Capital invested by funds: $50.4M → $41.5M (-$8.95M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$597K
2
UBS Group
UBS Group
Switzerland
+$260K
3
MGIA
Moneta Group Investment Advisors
Missouri
+$224K
4
NPT
National Philanthropic Trust
Pennsylvania
+$220K
5
Comerica Bank
Comerica Bank
Texas
+$129K

Top Sellers

1
SAG
SageView Advisory Group
California
-$1.31M
2
Jane Street
Jane Street
New York
-$940K
3
Bank of America
Bank of America
North Carolina
-$922K
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$642K
5
Citadel Advisors
Citadel Advisors
Florida
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.72M +$260K +6,307 +5%
Bank of America
2
Bank of America
North Carolina
$4.09M -$922K -22,370 -18%
Morgan Stanley
3
Morgan Stanley
New York
$3.9M -$93.3K -2,263 -2%
MD
4
Money Design
Japan
$3.52M -$526K -12,769 -13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.28M +$597K +14,483 +21%
Jane Street
6
Jane Street
New York
$2.3M -$940K -22,798 -28%
LPL Financial
7
LPL Financial
California
$1.57M -$418K -10,126 -20%
Stifel Financial
8
Stifel Financial
Missouri
$1.55M +$82 +2 +0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.21M +$59.4K +1,440 +5%
Franklin Resources
10
Franklin Resources
California
$1.08M – – –
LJAC
11
L.J. Altfest & Co
New York
$1.01M +$59K +1,432 +6%
MWM
12
Mission Wealth Management
California
$866K -$285K -6,911 -24%
Ameriprise
13
Ameriprise
Minnesota
$764K -$51K -1,237 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$757K -$78.3K -1,900 -9%
MGIA
15
Moneta Group Investment Advisors
Missouri
$651K +$224K +5,439 +49%
PWM
16
Perigon Wealth Management
California
$632K -$30.1K -729 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$589K -$540K -13,099 -47%
US Bancorp
18
US Bancorp
Minnesota
$484K +$2.97K +72 +0.6%
Cerity Partners
19
Cerity Partners
New York
$465K +$7.09K +172 +1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$436K -$5.15K -125 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$433K -$32.5K -787 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$410K -$2.97K -72 -0.7%
Comerica Bank
23
Comerica Bank
Texas
$395K +$129K +3,134 +46%
IFA
24
Interactive Financial Advisors
Illinois
$384K +$9.03K +219 +2%
PI
25
PFG Investments
New York
$341K -$19.5K -472 -5%
1
2 3 4 5

ERTH Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q2 2024, worth a combined $41.5M — down 18% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, adding an estimated $597K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $1.31M sold.

  • 91 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q2 2024, down from 98 in Q1 2024.
  • Funds reported $41.5M of Invesco MSCI Sustainable Future ETF stock for Q2 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q2 2024 and 9 closed out, a net change of -5 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $597K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q2 2024 was SageView Advisory Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2024.