Invesco MSCI Sustainable FutERTHETF
13F holders, Q1 2026 (March 31)86holders +1
7new positions
6sold out
2famous investors
$47.38avg. 13F price*
At the end of Q1 2026, 86 institutions reported holding Invesco MSCI Sustainable Fut (ERTH) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 6 sold out. The largest holders were UBS Group AG ($4.5M), Morgan Stanley ($3.2M) and Bank of America Corp. ($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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $674K |
| Exits | 6 | $254K |
All 13F filers, Q4 2025 → Q1 2026: 53,662 shares bought and 46,361 shares sold, net +7,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| UBS Group AG | 0.00% | Reduce -0.2% | 95,194 | $4.5M |
| Morgan Stanley | 0.00% | Add +4.4% | 68,362 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 66,430 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +119.4% | 39,660 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 29,064 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 28,996 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +16.7% | 28,581 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -39.8% | 22,615 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 21,925 | $1.0M |
| Altfest L J & Co. Inc. | 0.10% | Add +5.4% | 19,908 | $944K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.4% | 15,383 | $729K |
| Flow Traders U.S. LLC | 0.02% | Reduce -43.0% | 15,234 | $722K |
| US Bancorp \de | 0.00% | No change | 11,900 | $564K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.3% | 11,230 | $532K |
| National Philanthropic Trust | 0.00% | Add +0.5% | 8,673 | $411K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.2% | 8,416 | $399K |
| Cerity Partners LLC | 0.00% | No change | 8,270 | $392K |
| Natural Investments, LLC | 0.10% | Reduce -1.9% | 8,158 | $386K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 7,838 | $372K |
| Raymond James Financial Inc. | 0.00% | Add +36.1% | 7,744 | $367K |
| Citadel Advisors | 0.00% | New | 7,662 | $363K |
| KCM Investment Advisors LLC | 0.01% | Add +0.0% | 7,652 | $363K |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 7,713 | $354K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 7,260 | $344K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.5% | 7,031 | $333K |
| Ameriprise Financial Inc. | 0.00% | Add +13.8% | 6,962 | $330K |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 6,725 | $319K |
| National Bank of Canada | 0.00% | Reduce -1.4% | 6,166 | $292K |
| PFG Investments, LLC | 0.01% | Reduce -4.2% | 5,699 | $270K |
| AQR Capital Management | 0.00% | No change | 5,185 | $246K |
| JPMorgan Chase & Co. | 0.00% | Add +71.5% | 5,275 | $243K |
| Mariner, LLC | 0.00% | New | 4,908 | $233K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 4,725 | $224K |
| Millstone Evans Group, LLC | 0.11% | No change | 3,950 | $187K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.6% | 3,870 | $184K |
| Albion Financial Group | 0.01% | No change | 3,556 | $169K |
| WealthCollab, LLC | 0.04% | No change | 2,238 | $106K |
| WHI TRUST Co LLC | 0.07% | No change | 1,842 | $87K |
| FMR LLC | 0.00% | Add +5.5% | 1,502 | $71K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -8.2% | 1,463 | $69K |
| Bank of Montreal | 0.00% | Reduce -14.8% | 1,324 | $63K |
| AlphaCore Capital LLC | 0.00% | No change | 1,306 | $62K |
| Sankala Group LLC | 0.04% | Add +0.6% | 1,172 | $54K |
| HM Payson & Co. | 0.00% | No change | 1,019 | $48K |
| Global Assets Advisory, LLC | 0.01% | New | 1,000 | $47K |
| WealthShield Partners, LLC | 0.00% | Reduce -10.1% | 930 | $44K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 870 | $41K |
| Allworth Financial LP | 0.00% | No change | 850 | $40K |
| Cwm, LLC | 0.00% | Reduce -12.8% | 640 | $30K |
| 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% | Add +23.0% | 535 | $25K |
| Eastern Bank | 0.00% | No change | 490 | $23K |
| Hoertkorn Richard Charles | 0.02% | No change | 448 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 427 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -31.5% | 381 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 345 | $16K |
| Glenmede Trust Co. NA | 0.00% | No change | 308 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 279 | $13K |
| McMillan Office, Inc. | 0.00% | No change | 245 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +102.6% | 233 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 224 | $11K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $9K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 223 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 166 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 161 | $8K |
| 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 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $5K |
| Basepoint Wealth LLC | 0.00% | Add +1.0% | 97 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 96 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 58 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.7% | 50 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 37 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $2K |
| MAI Capital Management | 0.00% | No change | 35 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 28 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 35 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 20 | $948 |
| Raelipskie Partnership | 0.00% | No change | 10 | $474 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10 | $474 |
| SHP Wealth Management | 0.00% | No change | 9 | $426 |
| Blue Trust, Inc. | 0.00% | New | 3 | $142 |
"% of holder's portfolio" is ERTH's weight in each manager's 13F, not the share of Invesco MSCI Sustainable Fut the manager owns.