Invesco MSCI Sustainable FutERTHETF
13F holders, Q2 2026 (June 30)79holders −7
3new positions
8sold out
2famous investors
$47.28avg. 13F price*
At the end of Q2 2026, 79 institutions reported holding Invesco MSCI Sustainable Fut (ERTH) in their 13F filings, down 7 from Q1 2026. 3 opened new positions and 8 sold out. The largest holders were UBS Group AG ($4.4M), Bank of America Corp. ($3.4M) and Morgan Stanley ($3.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco MSCI Sustainable Fut
- CUSIP
- 46137V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $352K |
| Exits | 8 | $216K |
All 13F filers, Q1 2026 → Q2 2026: 42,302 shares bought and 71,555 shares sold, net −29,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| UBS Group AG | 0.00% | Reduce -3.4% | 92,002 | $4.4M |
| Bank of America Corp. | 0.00% | Add +7.3% | 71,306 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 65,593 | $3.1M |
| Flow Traders U.S. LLC | 0.06% | Add +116.2% | 32,934 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 29,971 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 28,355 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 28,129 | $1.3M |
| Altfest L J & Co. Inc. | 0.11% | Add +16.8% | 23,244 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 21,925 | $1.0M |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.1% | 14,906 | $705K |
| Jones Financial Companies LLLP | 0.00% | Add +65.3% | 12,749 | $595K |
| US Bancorp \de | 0.00% | No change | 11,900 | $563K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.2% | 11,250 | $532K |
| Citadel Advisors | 0.00% | Add +22.4% | 9,377 | $444K |
| National Philanthropic Trust | 0.01% | Add +2.3% | 8,868 | $419K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 8,272 | $391K |
| Natural Investments, LLC | 0.09% | Add +0.4% | 8,188 | $387K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.7% | 8,047 | $381K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 7,752 | $367K |
| KCM Investment Advisors LLC | 0.01% | Add +0.5% | 7,688 | $364K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,260 | $338K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.5% | 6,855 | $324K |
| Wells Fargo & Company | 0.00% | Reduce -9.5% | 6,089 | $288K |
| Cetera Investment Advisers | 0.00% | Reduce -25.7% | 5,825 | $276K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 5,708 | $270K |
| JPMorgan Chase & Co. | 0.00% | No change | 5,275 | $248K |
| Jane Street Group, LLC | 0.00% | Reduce -76.9% | 5,217 | $247K |
| AQR Capital Management | 0.00% | No change | 5,185 | $245K |
| Mariner, LLC | 0.00% | Add +2.9% | 5,049 | $239K |
| National Bank of Canada | 0.00% | Reduce -19.1% | 4,988 | $235K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.5% | 4,888 | $231K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 4,728 | $224K |
| Moss Adams Wealth Advisors LLC | 0.01% | New | 4,700 | $222K |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.1% | 4,447 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +6.7% | 4,130 | $195K |
| Millstone Evans Group, LLC | 0.10% | Reduce -2.5% | 3,850 | $182K |
| Albion Financial Group | 0.01% | No change | 3,556 | $168K |
| Banque Transatlantique SA | 0.00% | New | 2,360 | $112K |
| WealthCollab, LLC | 0.04% | No change | 2,238 | $106K |
| FMR LLC | 0.00% | Add +11.3% | 1,671 | $79K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.8% | 1,475 | $70K |
| Bank of Montreal | 0.00% | Add +1.6% | 1,345 | $64K |
| AlphaCore Capital LLC | 0.00% | No change | 1,306 | $62K |
| Sankala Group LLC | 0.04% | Add +2.7% | 1,204 | $56K |
| HM Payson & Co. | 0.00% | No change | 1,019 | $48K |
| Allworth Financial LP | 0.00% | Add +11.8% | 950 | $45K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 870 | $41K |
| Howe & Rusling Inc. | 0.00% | No change | 631 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 587 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.7% | 510 | $24K |
| Eastern Bank | 0.00% | No change | 490 | $23K |
| Hoertkorn Richard Charles | 0.01% | No change | 448 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 427 | $20K |
| LifeSteps Financial, Inc. | 0.01% | New | 373 | $18K |
| Glenmede Trust Co. NA | 0.00% | No change | 308 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Add +200.0% | 300 | $14K |
| McMillan Office, Inc. | 0.00% | No change | 245 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 233 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 224 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 223 | $11K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 166 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 161 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -59.6% | 154 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 140 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 148 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 130 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 115 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $5K |
| Basepoint Wealth LLC | 0.00% | Add +1.0% | 98 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 58 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 35 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 20 | $946 |
| Raelipskie Partnership | 0.00% | No change | 10 | $473 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10 | $473 |
| SHP Wealth Management | 0.00% | No change | 9 | $426 |
| Blue Trust, Inc. | 0.00% | No change | 3 | $143 |
"% of holder's portfolio" is ERTH's weight in each manager's 13F, not the share of Invesco MSCI Sustainable Fut the manager owns.