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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

Invesco MSCI Sustainable Future ETF logo
$42.26
+0.01 (+0.02%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$3.86M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.52M
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ERTH Institutional Buying and Selling by Quarter

Invesco MSCI Sustainable Future ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Wealth Enhancement Advisory Services LLC8,045$363K0.0%-27.2%0.181%
10/24/2024 PFG Investments LLC8,388$378K0.0%-2.9%0.188%
10/17/2024LexAurum Advisors LLC5,482$247K0.1%-16.5%0.123%
10/9/2024 Money Design Co. Ltd.75,770$3.42M0.2%-15.0%1.703%
8/16/2024Susquehanna International Group LLP83,012$3.28M0.0%+21.1%1.865%
8/7/2024 PFG Investments LLC8,639$341K0.0%-5.2%0.194%
7/31/2024Commonwealth Equity Services LLC19,191$757K0.0%-9.0%0.431%
7/30/2024KCM Investment Advisors LLC7,999$316K0.0%-3.6%0.180%
7/16/2024 GPS Wealth Strategies Group LLC1,198$47K0.0%N/A0.027%
5/9/2024 Ledyard National Bank12,039$509K0.0%-8.3%0.271%
5/9/2024SageView Advisory Group LLC34,177$1.32M0.1%N/A0.768%
5/1/2024 Mission Wealth Management LP28,847$1.22M0.0%-5.6%0.641%
4/30/2024 Perigon Wealth Management LLC16,752$708K0.0%-2.9%0.372%
4/30/2024Commonwealth Equity Services LLC21,091$891K0.0%-24.1%0.469%
4/22/2024 PFG Investments LLC9,111$385K0.0%+7.8%0.202%
4/22/2024Altfest L J & Co. Inc.24,190$1.02M0.1%+9.9%0.538%
2/9/2024Commerce Bank8,115$383K0.0%-8.8%0.145%
2/9/2024UBS Group AG134,197$6.34M0.0%-1.3%2.396%
2/7/2024 Concourse Financial Group Securities Inc.1,917$91K0.0%-16.7%0.034%
2/6/2024National Bank of Canada FI2,667$123K0.0%-12.4%0.048%
2/6/2024Avalon Trust Co923$44K0.0%N/A0.016%
2/6/2024 Concord Wealth Partners591$28K0.0%-67.7%0.011%
2/5/2024 Mission Wealth Management LP30,546$1.44M0.0%-4.4%0.545%
1/31/2024Migdal Insurance & Financial Holdings Ltd.19,239$909K0.0%-10.3%0.344%
1/30/2024Capital Analysts LLC2,798$132K0.0%+167.0%0.050%
1/29/2024 Perigon Wealth Management LLC17,259$815K0.0%-2.4%0.308%
1/29/2024 Money Design Co. Ltd.103,755$4.90M0.3%+4.9%1.853%
1/26/2024Cerity Partners LLC11,604$548K0.0%N/A0.207%
1/18/2024Altfest L J & Co. Inc.22,011$1.04M0.2%+2.9%0.393%
1/17/2024 PFG Investments LLC8,455$399K0.1%-4.7%0.151%
1/16/2024Raymond James Financial Services Advisors Inc.8,597$406K0.0%-17.1%0.154%
1/16/2024Raymond James & Associates8,164$386K0.0%-30.1%0.146%
1/16/2024Cooper Financial Group4,291$203K0.0%-19.5%0.077%
1/12/2024 Monterey Private Wealth Inc.5,073$240K0.1%-16.0%0.091%
11/13/2023Stifel Financial Corp47,097$2.09M0.0%-1.0%0.841%
11/13/2023LPL Financial LLC114,955$5.09M0.0%-21.3%2.053%
11/13/2023Retirement Capital Strategies16,041$710K0.3%+195.2%0.286%
11/13/2023Kestra Advisory Services LLC7,388$327K0.0%-4.2%0.132%
11/13/2023Bank Julius Baer & Co. Ltd Zurich15,387$681K0.0%+3.1%0.275%
11/9/2023UBS Group AG135,984$6.02M0.0%+1.5%2.428%
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11/8/2023KCM Investment Advisors LLC7,539$334K0.0%+14.2%0.135%
11/8/2023 Spire Wealth Management2,778$123K0.0%N/A0.050%
10/30/2023 Perigon Wealth Management LLC17,675$783K0.0%-3.0%0.316%
10/30/2023 Money Design Co. Ltd.98,929$4.38M0.3%-30.8%1.767%
10/26/2023Altfest L J & Co. Inc.21,386$947K0.1%+9.3%0.382%
10/26/2023 Interactive Financial Advisors Inc.8,933$396K0.3%+4.0%0.160%
10/25/2023 Concord Wealth Partners1,830$81K0.0%-22.3%0.033%
10/24/2023Raymond James Financial Services Advisors Inc.10,375$459K0.0%+7.8%0.185%
10/24/2023Raymond James & Associates11,686$517K0.0%-21.1%0.209%
10/16/2023LexAurum Advisors LLC6,918$306K0.1%+21.0%0.124%
10/10/2023 Monterey Private Wealth Inc.6,036$267K0.1%-5.7%0.108%
10/10/2023 Indiana Trust & Investment Management CO870$39K0.0%N/A0.016%
8/15/2023BlueCrest Capital Management Ltd7,148$350K0.0%N/A0.128%
8/10/2023 Ledyard National Bank13,260$650K0.1%+5.5%0.237%
8/10/2023Cetera Advisor Networks LLC20,610$1.01M0.0%-8.0%0.368%
8/9/2023Altfest L J & Co. Inc.19,564$959K0.1%-5.3%0.349%
8/8/20233D L Capital Management LLC5,327$261K0.1%+4.1%0.095%
8/8/2023Commerce Bank9,465$464K0.0%-6.6%0.158%
8/8/2023 Concord Wealth Partners2,354$115K0.0%+32.6%0.039%
8/4/2023 Mission Wealth Management LP31,899$1.56M0.1%+10.0%0.532%
8/3/2023WealthSpring Partners LLC5,056$248K0.2%-7.2%0.084%
8/3/2023 CWM LLC514$25K0.0%-45.4%0.009%
8/2/2023Bank of Montreal Can7,014$349K0.0%N/A0.117%
8/2/2023 Perigon Wealth Management LLC18,215$893K0.0%N/A0.304%
8/1/2023 Interactive Financial Advisors Inc.8,593$421K0.3%-5.8%0.143%
7/31/2023LPL Financial LLC146,095$7.16M0.0%+4.4%2.435%
7/31/2023 Valley National Advisers Inc.10,447$513K0.1%-4.6%0.174%
7/28/2023 Money Design Co. Ltd.143,058$7.01M0.4%-22.9%2.384%
7/26/2023National Bank of Canada FI3,185$156K0.0%-35.5%0.053%
7/25/2023Raymond James & Associates14,808$726K0.0%-4.2%0.247%
7/24/2023Bank Julius Baer & Co. Ltd Zurich14,920$731K0.0%+33.2%0.249%
7/24/2023Migdal Insurance & Financial Holdings Ltd.33,440$1.64M0.0%N/A0.557%
7/20/2023Bank Julius Baer & Co. Ltd Zurich14,920,419$731.32M0.0%+133,118.0%248.674%
7/19/2023 Laurel Wealth Planning LLC8,158$400K0.3%-30.9%0.136%
7/13/2023 Cambridge Investment Research Advisors Inc.15,832$776K0.0%-9.9%0.264%
5/11/2023 PFG Investments LLC8,916$438K0.1%N/A0.143%
5/11/2023Envestnet Asset Management Inc.11,371$558K0.0%-8.9%0.182%
5/10/2023LPL Financial LLC139,882$6.87M0.0%+1.8%2.238%
5/9/2023 US Bancorp DE16,950$832K0.0%+20.6%0.271%
5/9/2023Retirement Capital Strategies5,136$252K0.1%N/A0.082%
5/8/2023WealthShield Partners LLC718$35K0.0%N/A0.011%
5/4/2023Commerce Bank10,130$497K0.0%-10.9%0.162%
5/4/2023WealthSpring Partners LLC5,446$267K0.2%-4.2%0.087%
5/3/2023 Insight Advisors LLC PA5,586$274K0.1%-27.0%0.089%
5/1/2023 Money Concepts Capital Corp12,607$439K0.0%+488.8%0.202%
5/1/2023 CWM LLC941$46K0.0%-20.1%0.015%
4/28/2023 Ameritas Advisory Services LLC1,253$61K0.0%N/A0.020%
4/28/2023 SG Americas Securities LLC3,713$182K0.0%-55.3%0.059%
4/27/2023 Interactive Financial Advisors Inc.9,119$448K0.3%+6.1%0.146%
4/27/2023 Money Design Co. Ltd.185,479$9.11M0.5%N/A2.968%
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4/26/2023 Concord Wealth Partners1,775$87K0.0%-24.6%0.028%
4/26/2023 Valley National Advisers Inc.10,952$522K0.1%+3.6%0.175%
4/25/2023 Ledyard National Bank12,565$617K0.1%-18.4%0.201%
4/20/2023Altfest L J & Co. Inc.20,653$1.01M0.2%+1.2%0.330%
4/17/2023 GPS Wealth Strategies Group LLC930$46K0.0%N/A0.015%
4/14/2023Raymond James Financial Services Advisors Inc.9,790$481K0.0%-7.1%0.157%
4/14/2023Raymond James & Associates15,459$759K0.0%-14.5%0.247%
4/12/2023National Bank of Canada FI4,936$242K0.0%-6.0%0.079%
4/7/2023 Mission Wealth Management LP28,995$1.42M0.1%+12.9%0.464%
3/6/2023OLD Mission Capital LLC521$25K0.0%-91.5%0.008%
(Data available from 1/1/2016 forward)

ERTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ERTH shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Invesco MSCI Sustainable Future ETF. The most heavily invested institutionals were UBS Group AG ($6.34M), LPL Financial LLC ($5.09M), Money Design Co. Ltd. ($3.42M), Susquehanna International Group LLP ($3.28M), Stifel Financial Corp ($2.09M), SageView Advisory Group LLC ($1.32M), and Mission Wealth Management LP ($1.22M).Learn more on ERTH's institutional investors.

Which institutional investors have been buying Invesco MSCI Sustainable Future ETF stock?

Of the 41 institutional investors that purchased Invesco MSCI Sustainable Future ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($14.91M), Money Design Co. Ltd. ($190.31K), UBS Group AG ($68.63K), SageView Advisory Group LLC ($34.18K), Migdal Insurance & Financial Holdings Ltd. ($33.44K), Perigon Wealth Management LLC ($18.22K), and Retirement Capital Strategies ($15.74K).

How much institutional buying is happening at Invesco MSCI Sustainable Future ETF?

Institutional investors have bought a total of 15,400,887 shares in the last 24 months. This purchase volume represents approximately $755.74M in transactions.

Which Invesco MSCI Sustainable Future ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Invesco MSCI Sustainable Future ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Design Co. Ltd. ($99.91K), LPL Financial LLC ($31.14K), Raymond James & Associates ($11.11K), Commonwealth Equity Services LLC ($9.43K), KCM Investment Advisors LLC ($7.89K), Insight Advisors LLC PA ($6.53K), and OLD Mission Capital LLC ($5.61K).

How much institutional selling is happening at Invesco MSCI Sustainable Future ETF?

Institutional investors have sold a total of 233,240 shares in the last 24 months. This volume of shares sold represents approximately $10.83M in transactions.


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This page (NYSEARCA:ERTH) was last updated on 11/2/2024 by MarketBeat.com Staff
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