Invesco MSCI Sustainable FutERTHETF
13F holders, Q1 2024 (March 31)97holders
1famous investor
$42.15avg. 13F price*
At the end of Q1 2024, 97 institutions reported holding Invesco MSCI Sustainable Fut (ERTH) in their 13F filings. The largest holders were UBS Group AG ($5.9M), Bank of America Corp. ($5.3M) and Money Design Co.,Ltd. ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco MSCI Sustainable Fut
- CUSIP
- 46137V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.3M |
| Exits | 9 | $1.7M |
Ownership 97 holders
| UBS Group AG | 0.00% | Add +3.4% | 138,688 | $5.9M |
| Bank of America Corp. | 0.00% | Add +8.6% | 126,042 | $5.3M |
| Money Design Co.,Ltd. | 0.23% | Reduce -1.8% | 101,897 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 101,016 | $4.3M |
| Jane Street Group, LLC | 0.00% | Reduce -44.4% | 81,076 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +111.8% | 68,529 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -37.7% | 49,956 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 39,184 | $1.7M |
| SageView Advisory Group, LLC | 0.07% | New | 34,177 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 29,156 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Reduce -5.6% | 28,847 | $1.2M |
| Citadel Advisors | 0.00% | Add +6.2% | 28,023 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 27,360 | $1.2M |
| Altfest L J & Co. Inc. | 0.14% | Add +9.9% | 24,190 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.1% | 21,091 | $891K |
| Ameriprise Financial Inc. | 0.00% | Reduce -77.1% | 20,593 | $870K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.9% | 16,752 | $708K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 15,200 | $642K |
| US Bancorp \de | 0.00% | No change | 12,200 | $516K |
| Ledyard National Bank | 0.05% | Reduce -8.3% | 12,039 | $509K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 11,763 | $497K |
| Cerity Partners LLC | 0.00% | No change | 11,604 | $490K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 11,183 | $473K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 11,060 | $467K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 10,472 | $443K |
| Cetera Investment Advisers | 0.00% | New | 10,276 | $434K |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 9,769 | $413K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 9,519 | $402K |
| Interactive Financial Advisors, Inc. | 0.22% | Reduce -5.8% | 9,503 | $402K |
| PFG Investments, LLC | 0.02% | Add +7.8% | 9,111 | $385K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.7% | 8,534 | $361K |
| KCM Investment Advisors LLC | 0.01% | Add +0.8% | 8,296 | $351K |
| Commerce Bank | 0.00% | Reduce -0.2% | 8,100 | $342K |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 7,552 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 7,328 | $310K |
| Bank of Montreal | 0.00% | Reduce -49.9% | 6,862 | $295K |
| Comerica Bank | 0.00% | No change | 6,879 | $291K |
| LexAurum Advisors, LLC | 0.07% | Add +0.1% | 6,725 | $284K |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 4,269 | $180K |
| SG Americas Securities, LLC | 0.00% | No change | 3,713 | $157K |
| Albion Financial Group | 0.01% | No change | 3,556 | $150K |
| Capital Analysts, LLC | 0.01% | Add +3.5% | 2,897 | $122K |
| Spire Wealth Management | 0.00% | Add +0.1% | 2,782 | $118K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,694 | $114K |
| WealthCollab, LLC | 0.07% | No change | 2,401 | $101K |
| National Bank of Canada | 0.00% | Reduce -14.6% | 2,279 | $94K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +7.0% | 2,051 | $87K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.2% | 1,699 | $72K |
| BNP Paribas Financial Markets | 0.00% | No change | 1,351 | $57K |
| WealthShield Partners, LLC | 0.01% | Add +26.8% | 1,274 | $54K |
| Custom Portfolio Group LLC | 0.04% | No change | 1,252 | $53K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.8% | 1,239 | $52K |
| FMR LLC | 0.00% | Reduce -25.2% | 1,169 | $49K |
| HM Payson & Co. | 0.00% | No change | 1,019 | $43K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 870 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 828 | $35K |
| Cwm, LLC | 0.00% | Add +14.5% | 790 | $33K |
| Howe & Rusling Inc. | 0.00% | Add +47.1% | 631 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 587 | $25K |
| Concord Wealth Partners | 0.00% | Reduce -13.5% | 511 | $22K |
| Cambridge Trust Co. | 0.00% | No change | 490 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Add +33.2% | 405 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -87.4% | 400 | $17K |
| Pacific Center for Financial Services | 0.00% | No change | 390 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 367 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 345 | $15K |
| Woodmont Investment Counsel LLC | 0.00% | New | 325 | $14K |
| Glenmede Trust Co. NA | 0.00% | No change | 308 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 304 | $13K |
| Citigroup Inc. | 0.00% | No change | 256 | $11K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 230 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 230 | $10K |
| Breakwater Investment Management | 0.00% | — | 224 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 224 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 196 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 189 | $8K |
| Caldwell Trust Co | 0.00% | No change | 189 | $8K |
| Balefire, LLC | 0.00% | Add +10.1% | 185 | $8K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 166 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 166 | $7K |
| Valley National Advisers Inc. | 0.00% | Reduce -30.4% | 169 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 168 | $7K |
| Activest Wealth Management | 0.00% | Add +0.7% | 149 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 146 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 140 | $6K |
| Integrity Financial Corp | 0.00% | No change | 127 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 120 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 130 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 58 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | New | 32 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 21 | $888 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 13 | $549 |
| Qube Research & Technologies Ltd | 0.00% | No change | 11 | $465 |
| Global Retirement Partners, LLC | 0.00% | No change | 6 | $254 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 5 | $211 |
"% of holder's portfolio" is ERTH's weight in each manager's 13F, not the share of Invesco MSCI Sustainable Fut the manager owns.