Invesco MSCI Sustainable FutERTHETF
13F holders, Q1 2025 (March 31)85holders −7
4new positions
8sold out
$38.84avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding Invesco MSCI Sustainable Fut (ERTH) in their 13F filings, down 7 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were UBS Group AG ($4.7M), Bank of America Corp. ($3.1M) and Money Design Co.,Ltd. ($2.5M).
- Company
- Invesco MSCI Sustainable Fut
- CUSIP
- 46137V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $207K |
| Exits | 8 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 60,403 shares bought and 92,905 shares sold, net −32,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| UBS Group AG | 0.00% | Reduce -11.1% | 120,864 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 80,109 | $3.1M |
| Money Design Co.,Ltd. | 0.13% | Reduce -5.5% | 65,525 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 62,816 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +116.8% | 44,690 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +55.5% | 35,405 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | Add +57.7% | 35,195 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 33,051 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 31,921 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 27,443 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 27,160 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -11.5% | 18,621 | $723K |
| Altfest L J & Co. Inc. | 0.09% | Add +4.6% | 17,641 | $685K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.4% | 16,052 | $624K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -4.3% | 13,262 | $515K |
| US Bancorp \de | 0.00% | No change | 12,100 | $470K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.1% | 10,602 | $412K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 9,850 | $383K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 8,796 | $342K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 8,636 | $335K |
| KCM Investment Advisors LLC | 0.01% | Add +1.9% | 8,478 | $329K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 8,319 | $323K |
| Natural Investments, LLC | 0.09% | No change | 8,288 | $321K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,731 | $300K |
| PFG Investments, LLC | 0.02% | Reduce -6.4% | 7,016 | $273K |
| Cetera Investment Advisers | 0.00% | Reduce -6.1% | 6,996 | $272K |
| National Philanthropic Trust | 0.00% | Add +4.5% | 6,166 | $240K |
| Wells Fargo & Company | 0.00% | Reduce -5.4% | 6,077 | $236K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.0% | 5,223 | $203K |
| LexAurum Advisors, LLC | 0.04% | Add +0.1% | 5,211 | $202K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.0% | 5,205 | $202K |
| Banque Transatlantique SA | 0.01% | New | 4,445 | $173K |
| Millstone Evans Group, LLC | 0.10% | Reduce -2.2% | 3,950 | $153K |
| Albion Financial Group | 0.01% | No change | 3,556 | $138K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.7% | 3,189 | $124K |
| National Bank of Canada | 0.00% | No change | 2,775 | $108K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,694 | $105K |
| WealthCollab, LLC | 0.05% | Reduce -15.8% | 2,238 | $87K |
| Jones Financial Companies LLLP | 0.00% | Add +18.7% | 2,168 | $85K |
| Capital Analysts, LLC | 0.00% | Reduce -10.8% | 2,040 | $79K |
| FMR LLC | 0.00% | Add +7.9% | 1,577 | $61K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.1% | 1,572 | $61K |
| Bank of Montreal | 0.00% | No change | 1,376 | $53K |
| BNP Paribas Financial Markets | 0.00% | No change | 1,351 | $52K |
| WealthShield Partners, LLC | 0.01% | Reduce -1.0% | 1,035 | $40K |
| HM Payson & Co. | 0.00% | No change | 1,019 | $40K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 870 | $34K |
| Allworth Financial LP | 0.00% | No change | 850 | $33K |
| Cwm, LLC | 0.00% | Add +0.2% | 634 | $25K |
| Howe & Rusling Inc. | 0.00% | No change | 631 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 628 | $24K |
| Blair William & Co. | 0.00% | New | 600 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 587 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -35.4% | 578 | $22K |
| Eastern Bank | 0.00% | No change | 490 | $19K |
| Hoertkorn Richard Charles | 0.01% | No change | 448 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 435 | $17K |
| Pacific Center for Financial Services | 0.00% | No change | 390 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 371 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.4% | 316 | $12K |
| Glenmede Trust Co. NA | 0.00% | No change | 308 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 255 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 224 | $9K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 230 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 226 | $9K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 223 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 196 | $8K |
| Accredited Wealth Management, LLC | 0.01% | No change | 175 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 166 | $6K |
| Rossby Financial, LCC | 0.00% | New | 161 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 154 | $6K |
| Coston, McIsaac & Partners | 0.00% | New | 130 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 140 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 120 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 115 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 58 | $2K |
| MAI Capital Management | 0.00% | No change | 35 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 35 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 20 | $777 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 13 | $505 |
| Raelipskie Partnership | 0.00% | No change | 10 | $388 |
| Smartleaf Asset Management LLC | 0.00% | No change | 7 | $293 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 5 | $194 |
"% of holder's portfolio" is ERTH's weight in each manager's 13F, not the share of Invesco MSCI Sustainable Fut the manager owns.