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Invesco MSCI Sustainable Future ETF
ERTH

92 hedge funds and large institutions have $33.8M invested in Invesco MSCI Sustainable Future ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 87 → 92 (+5)

2.3% less ownership

Funds ownership: 25.18% → 22.88% (-2.3%)

26% less capital invested

Capital invested by funds: $45.4M → $33.8M (-$11.6M)

80% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 35

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$179K
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.1K
3
AF
Allworth Financial
California
+$36K
4
NPT
National Philanthropic Trust
Pennsylvania
+$23.8K
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$23.3K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.31M
2
Jane Street
Jane Street
New York
-$1.53M
3
Morgan Stanley
Morgan Stanley
New York
-$682K
4
LJAC
L.J. Altfest & Co
New York
-$418K
5
FTUS
Flow Traders U.S.
New York
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.5M -$285K -6,729 -5%
Bank of America
2
Bank of America
North Carolina
$3.59M -$164K -3,870 -4%
MD
3
Money Design
Japan
$2.83M -$271K -6,404 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.76M -$682K -16,129 -19%
LPL Financial
5
LPL Financial
California
$1.4M -$95.1K -2,248 -6%
Stifel Financial
6
Stifel Financial
Missouri
$1.4M -$187K -4,427 -11%
Franklin Resources
7
Franklin Resources
California
$1.11M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.08M -$157K -3,700 -12%
Jane Street
9
Jane Street
New York
$921K -$1.53M -36,204 -61%
FTUS
10
Flow Traders U.S.
New York
$902K -$411K -9,712 -30%
PWM
11
Perigon Wealth Management
California
$855K -$50.8K -1,200 -5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$834K +$179K +4,232 +26%
MWM
13
Mission Wealth Management
California
$825K -$13K -307 -1%
LJAC
14
L.J. Altfest & Co
New York
$682K -$418K -9,872 -37%
MGIA
15
Moneta Group Investment Advisors
Missouri
$560K -$101K -2,382 -15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$526K -$123K -2,914 -18%
Ameriprise
17
Ameriprise
Minnesota
$505K -$119K -2,823 -18%
US Bancorp
18
US Bancorp
Minnesota
$489K -$11.2K -264 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$430K -$5.75K -136 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$392K -$69.4K -1,639 -14%
Raymond James Financial
21
Raymond James Financial
Florida
$361K +$378K +8,926 New
Osaic Holdings
22
Osaic Holdings
Arizona
$345K -$75.8K -1,792 -17%
IFA
23
Interactive Financial Advisors
Illinois
$337K -$57.7K -1,364 -14%
KIA
24
KCM Investment Advisors
California
$336K +$13.4K +317 +4%
Cerity Partners
25
Cerity Partners
New York
$336K -$2.88K -68 -0.8%
1
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ERTH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q4 2024, worth a combined $33.8M — down 26% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERTH positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $179K. The largest seller was Bank of Montreal, cutting an estimated $2.31M.

  • 92 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $33.8M of Invesco MSCI Sustainable Future ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 12 funds opened new Invesco MSCI Sustainable Future ETF positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $179K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q4 2024 was Bank of Montreal, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.