We are live on ! Find out more
ERTH icon

Invesco MSCI Sustainable Future ETF

83 hedge funds and large institutions have $30M invested in Invesco MSCI Sustainable Future ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 8583 (-2)

4.87% less ownership

Funds ownership: 25.2%20.34% (-4.9%)

10% less capital invested

Capital invested by funds: $33.3M → $30M (-$3.27M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.64M -$53.3K -1,187 -1%
Bank of America
2
Bank of America
North Carolina
$3.32M +$23.8K +531 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$3.2M -$48K -1,068 -2%
LPL Financial
4
LPL Financial
California
$1.55M -$28.6K -637 -2%
Stifel Financial
5
Stifel Financial
Missouri
$1.44M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.4M +$285K +6,344 +28%
Franklin Resources
7
Franklin Resources
California
$1.2M -$73.2K -1,630 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.18M -$88.4K -1,969 -7%
Jane Street
9
Jane Street
New York
$948K +$334K +7,433 +60%
LJAC
10
L.J. Altfest & Co
New York
$911K +$51.8K +1,153 +6%
PWM
11
Perigon Wealth Management
California
$850K -$22.3K -496 -3%
FTUS
12
Flow Traders U.S.
New York
$626K -$892K -19,867 -60%
US Bancorp
13
US Bancorp
Minnesota
$567K -$6.74K -150 -1%
MGIA
14
Moneta Group Investment Advisors
Missouri
$535K -$6.6K -147 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$404K +$69K +1,537 +22%
Cerity Partners
16
Cerity Partners
New York
$397K -$2.27M -50,575 -86%
KIA
17
KCM Investment Advisors
California
$393K +$4.09K +91 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$361K -$164K -3,661 -33%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$357K -$173K -3,860 -34%
Raymond James Financial
20
Raymond James Financial
Florida
$349K -$24.9K -554 -7%
Ameriprise
21
Ameriprise
Minnesota
$336K -$88.1K -1,961 -22%
NPT
22
National Philanthropic Trust
Pennsylvania
$328K +$30.1K +671 +11%
PI
23
PFG Investments
New York
$283K -$3.14K -70 -1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$268K +$76.5K +1,704 +43%
AQR Capital Management
25
AQR Capital Management
Connecticut
$247K

ERTH Hedge Fund Activity: Q3 2025 in Review

83 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Sustainable Future ETF (ERTH) for Q3 2025, worth a combined $30M — down 9.8% from $33.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERTH and 8 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $334K. The largest seller was Cerity Partners, cutting an estimated $2.27M.

  • 83 institutional investors held Invesco MSCI Sustainable Future ETF (ERTH) as of Q3 2025, down from 85 in Q2 2025.
  • Funds reported $30M of Invesco MSCI Sustainable Future ETF stock for Q3 2025, down 9.8% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Sustainable Future ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Sustainable Future ETF buyer in Q3 2025 was Jane Street, an estimated $334K added.
  • The largest Invesco MSCI Sustainable Future ETF seller in Q3 2025 was Cerity Partners, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2025.