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Invesco MSCI Sustainable Future ETF

85 hedge funds and large institutions have $31.1M invested in Invesco MSCI Sustainable Future ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 22.88%22.57% (-0.31%)

8% less funds holding

Funds holding: 9285 (-7)

8% less capital invested

Capital invested by funds: $33.8M → $31.1M (-$2.68M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.69M -$606K -15,040 -11%
Bank of America
2
Bank of America
North Carolina
$3.11M -$345K -8,555 -10%
MD
3
Money Design
Japan
$2.54M -$155K -3,841 -6%
Morgan Stanley
4
Morgan Stanley
New York
$2.44M -$215K -5,341 -8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M +$971K +24,075 +117%
Jane Street
6
Jane Street
New York
$1.38M +$510K +12,640 +56%
FTUS
7
Flow Traders U.S.
New York
$1.37M +$519K +12,881 +58%
LPL Financial
8
LPL Financial
California
$1.28M -$64.3K -1,594 -5%
Stifel Financial
9
Stifel Financial
Missouri
$1.24M -$109K -2,700 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.07M +$27.7K +687 +3%
Franklin Resources
11
Franklin Resources
California
$1.05M -$8.06K -200 -0.7%
PWM
12
Perigon Wealth Management
California
$723K -$97.6K -2,421 -12%
LJAC
13
L.J. Altfest & Co
New York
$685K +$31K +770 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$624K +$123K +3,039 +23%
MGIA
15
Moneta Group Investment Advisors
Missouri
$515K -$24.1K -598 -4%
US Bancorp
16
US Bancorp
Minnesota
$470K
Ameriprise
17
Ameriprise
Minnesota
$412K -$75.9K -1,882 -15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$383K -$31.2K -773 -7%
JP Morgan Chase
19
JP Morgan Chase
New York
$342K -$35.9K -891 -9%
Raymond James Financial
20
Raymond James Financial
Florida
$335K -$11.7K -290 -3%
KIA
21
KCM Investment Advisors
California
$329K +$6.41K +159 +2%
Cerity Partners
22
Cerity Partners
New York
$323K +$40 +1 +0%
NI
23
Natural Investments
California
$321K
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$300K
PI
25
PFG Investments
New York
$273K -$19.4K -481 -6%

ERTH Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q1 2025, worth a combined $31.1M — down 7.9% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ERTH and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $971K. The largest seller was Mission Wealth Management, exiting entirely with an estimated $825K sold.

  • 85 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $31.1M of Invesco MSCI Sustainable Future ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Sustainable Future ETF positions in Q1 2025 and 10 closed out, a net change of -6 holders.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $971K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q1 2025 was Mission Wealth Management, an estimated $825K sold.

Based on aggregated 13F filings for Q1 2025.