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Invesco MSCI Sustainable Future ETF
ERTH

87 hedge funds and large institutions have $45.4M invested in Invesco MSCI Sustainable Future ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $41.5M → $45.4M (+$3.93M)

0.74% more ownership

Funds ownership: 24.44% → 25.18% (+0.74%)

4% less funds holding

Funds holding: 91 → 87 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.29M
2
FTUS
Flow Traders U.S.
New York
+$1.34M
3
JP Morgan Chase
JP Morgan Chase
New York
+$296K
4
RCS
Retirement Capital Strategies
California
+$295K
5
PWM
Perigon Wealth Management
California
+$261K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
2
Morgan Stanley
Morgan Stanley
New York
-$607K
3
Citadel Advisors
Citadel Advisors
Florida
-$589K
4
MD
Money Design
Japan
-$560K
5
Bank of America
Bank of America
North Carolina
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.44M -$99.1K -2,362 -2%
Bank of America
2
Bank of America
North Carolina
$4.18M -$467K -11,138 -11%
Morgan Stanley
3
Morgan Stanley
New York
$3.8M -$607K -14,467 -15%
MD
4
Money Design
Japan
$3.42M -$560K -13,358 -15%
Jane Street
5
Jane Street
New York
$2.66M +$29K +691 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.53M +$2.29M +54,500 +3,964%
Stifel Financial
7
Stifel Financial
Missouri
$1.76M -$5.79K -138 -0.4%
LPL Financial
8
LPL Financial
California
$1.66M -$123K -2,937 -7%
FTUS
9
Flow Traders U.S.
New York
$1.45M +$1.34M +32,026 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.37M -$5.87K -140 -0.5%
LJAC
11
L.J. Altfest & Co
New York
$1.21M +$47K +1,121 +4%
Franklin Resources
12
Franklin Resources
California
$1.18M – – –
PWM
13
Perigon Wealth Management
California
$1M +$261K +6,219 +39%
MWM
14
Mission Wealth Management
California
$934K -$51.5K -1,229 -6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$739K -$2.79M -66,629 -80%
MGIA
16
Moneta Group Investment Advisors
Missouri
$733K -$10.8K -257 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$719K -$137K -3,264 -17%
Ameriprise
18
Ameriprise
Minnesota
$691K -$170K -4,049 -21%
US Bancorp
19
US Bancorp
Minnesota
$558K +$3.86K +92 +0.7%
JP Morgan Chase
20
JP Morgan Chase
New York
$511K +$296K +7,057 +165%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$485K -$9.1K -217 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$466K -$2.85K -68 -0.7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$438K +$52.1K +1,242 +15%
IFA
24
Interactive Financial Advisors
Illinois
$438K -$1.05K -25 -0.3%
PI
25
PFG Investments
New York
$378K -$10.5K -251 -3%
1
2 3 4

ERTH Hedge Fund Activity: Q3 2024 in Review

87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2024, worth a combined $45.4M — up 9.5% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 17 added.

The largest buyer was Bank of Montreal, adding an estimated $2.29M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 87 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2024, down from 91 in Q2 2024.
  • Funds reported $45.4M of Invesco MSCI Sustainable Future ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2024 was Bank of Montreal, an estimated $2.29M added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2024.