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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

$44.79 -0.01 (-0.02%)
Closing price 09/4/2025 04:10 PM Eastern
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$44.80 +0.01 (+0.01%)
As of 09/4/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$29.82M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.40M
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ERTH Institutional Buying and Selling by Quarter

Invesco MSCI Sustainable Future ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.4,137$176K0.0%+29.7%0.131%
8/15/2025 Banque Transatlantique SA3,385$144K0.0%-23.8%0.107%
8/15/2025 Bank of America Corp DE69,108$2.94M0.0%-13.7%2.194%
8/15/2025 Ameriprise Financial Inc.9,005$383K0.0%-15.1%0.286%
8/14/2025 Jane Street Group LLC12,471$530K0.0%-64.8%0.396%
8/14/2025 Raymond James Financial Inc.7,873$334K0.0%-8.8%0.250%
8/14/2025 Cerity Partners LLC58,896$2.50M0.0%+608.0%1.870%
8/13/2025 Flow Traders U.S. LLC32,996$1.40M0.1%-6.2%1.047%
8/12/2025 Franklin Resources Inc.26,860$1.14M0.0%-1.1%0.853%
8/12/2025 JPMorgan Chase & Co.3,075$131K0.0%-65.0%0.098%
8/6/2025 KCM Investment Advisors LLC8,154$346K0.0%-3.8%0.255%
8/5/2025 Bank of Montreal Can1,775$75K0.0%+29.0%0.055%
7/31/2025 Money Design Co. Ltd.60,847$2.59M0.1%-7.1%1.901%
7/21/2025 Ameritas Advisory Services LLC933$40K0.0%N/A0.029%
7/18/2025 PFG Investments LLC6,013$255K0.0%-14.3%0.188%
7/16/2025 Perigon Wealth Management LLC18,331$779K0.0%-1.6%0.573%
7/10/2025 Wealth Enhancement Advisory Services LLC11,327$495K0.0%+46.5%0.354%
5/19/2025 Jane Street Group LLC35,405$1.38M0.0%+55.5%1.012%
5/16/2025 Jones Financial Companies Lllp531,383$20.64M0.0%+29,000.9%15.182%
5/16/2025 Banque Transatlantique SA4,445$173K0.0%N/A0.127%
5/15/2025 Royal Bank of Canada27,443$1.07M0.0%+2.6%0.784%
5/14/2025 Flow Traders U.S. LLC35,195$1.37M0.1%+57.7%1.006%
5/14/2025 Capital Analysts LLC2,040$79K0.0%-10.8%0.058%
5/9/2025 Altfest L J & Co. Inc.17,641$685K0.1%+4.6%0.504%
5/7/2025 LPL Financial LLC33,051$1.28M0.0%-4.6%0.944%
5/6/2025 Cetera Investment Advisers6,996$272K0.0%-6.1%0.200%
4/28/2025 Money Design Co. Ltd.65,525$2.55M0.1%-5.5%1.872%
4/23/2025 Perigon Wealth Management LLC18,621$723K0.0%-11.5%0.525%
4/22/2025 Cambridge Investment Research Advisors Inc.9,850$383K0.0%-7.3%0.277%
4/22/2025 PFG Investments LLC7,016$273K0.0%-6.4%0.198%
3/17/2025 Wealth Enhancement Advisory Services LLC7,731$313K0.0%-3.9%0.215%
2/17/2025 Cetera Investment Advisers7,448$301K0.0%-23.4%0.167%
2/17/2025 Bank of America Corp DE88,664$3.59M0.0%-4.2%1.992%
2/17/2025 Ameriprise Financial Inc.12,484$505K0.0%-18.4%0.281%
2/14/2025 Jane Street Group LLC22,765$921K0.0%-61.4%0.512%
2/14/2025 Capital Analysts LLC2,286$92K0.0%-18.3%0.051%
2/14/2025 Stifel Financial Corp34,621$1.40M0.0%-11.3%0.778%
2/13/2025 Raymond James Financial Inc.8,926$361K0.0%N/A0.201%
2/13/2025 Bank of Montreal Can1,376$56K0.0%-97.5%0.031%
2/13/2025 Wells Fargo & Company MN6,426$260K0.0%-20.0%0.144%
2/13/2025 KCM Investment Advisors LLC8,319$336K0.0%+4.0%0.187%
2/12/2025 National Bank of Canada FI2,775$112K0.0%+24.7%0.062%
2/12/2025 JPMorgan Chase & Co.9,687$392K0.0%-14.5%0.218%
2/11/2025 LPL Financial LLC34,645$1.40M0.0%-6.1%0.779%
2/11/2025 Millstone Evans Group LLC4,040$163K0.1%N/A0.091%
2/10/2025 Commonwealth Equity Services LLC13,013$526K0.0%-18.3%0.292%
2/7/2025 Natural Investments LLC8,288$335K0.1%N/A0.186%
2/6/2025 Raymond James Financial Inc.8,926$361K0.0%N/A0.201%
2/6/2025 Interactive Financial Advisors Inc.8,333$337K0.2%-14.1%0.187%
2/6/2025 Mission Wealth Management LP20,400$825K0.0%-1.5%0.458%
2/6/2025 Jones Financial Companies Lllp1,826$74K0.0%+325.6%0.041%
2/5/2025 US Bancorp DE12,100$489K0.0%-2.1%0.272%
1/30/2025 Allworth Financial LP850$34K0.0%N/A0.019%
1/23/2025 Money Design Co. Ltd.69,366$2.83M0.1%-8.5%1.559%
1/22/2025 Perigon Wealth Management LLC21,042$855K0.0%-5.4%0.473%
1/22/2025 PFG Investments LLC7,497$303K0.0%-10.6%0.168%
1/21/2025 LexAurum Advisors LLC5,207$211K0.0%-5.0%0.117%
12/26/2024 JPMorgan Chase & Co.11,326$511K0.0%+165.3%0.255%
11/15/2024 Jane Street Group LLC58,969$2.66M0.0%+1.2%1.325%
11/14/2024 Flow Traders U.S. LLC32,026$1.45M0.1%N/A0.720%
11/13/2024 FMR LLC1,514$68K0.0%+34.8%0.034%
11/13/2024 Bank of Montreal Can55,875$2.53M0.0%+3,963.6%1.256%
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%
10/17/2024 LexAurum 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%
8/16/2024 Susquehanna International Group LLP83,012$3.28M0.0%+21.1%1.865%
8/7/2024 PFG Investments LLC8,639$341K0.0%-5.2%0.194%
7/31/2024 Commonwealth Equity Services LLC19,191$757K0.0%-9.0%0.431%
7/30/2024 KCM 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%
5/9/2024 SageView 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%
4/30/2024 Commonwealth Equity Services LLC21,091$891K0.0%-24.1%0.469%
4/22/2024 PFG Investments LLC9,111$385K0.0%+7.8%0.202%
4/22/2024 Altfest L J & Co. Inc.24,190$1.02M0.1%+9.9%0.538%
2/9/2024 Commerce Bank8,115$383K0.0%-8.8%0.145%
2/9/2024 UBS 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%
2/6/2024 National Bank of Canada FI2,667$123K0.0%-12.4%0.048%
2/6/2024 Avalon 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%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.19,239$909K0.0%-10.3%0.344%
1/30/2024 Capital 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%
1/26/2024 Cerity Partners LLC11,604$548K0.0%N/A0.207%
1/18/2024 Altfest 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%
1/16/2024 Cooper Financial Group4,291$203K0.0%-19.5%0.077%
1/12/2024Monterey Private Wealth Inc.5,073$240K0.1%-16.0%0.091%
11/13/2023 Stifel Financial Corp47,097$2.09M0.0%-1.0%0.841%
11/13/2023 LPL Financial LLC114,955$5.09M0.0%-21.3%2.053%
11/13/2023 Retirement Capital Strategies16,041$710K0.3%+195.2%0.286%
11/13/2023 Kestra Advisory Services LLC7,388$327K0.0%-4.2%0.132%
(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, 55 institutional investors and hedge funds held shares of Invesco MSCI Sustainable Future ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($20.64M), UBS Group AG ($6.34M), Susquehanna International Group LLP ($3.28M), Bank of America Corp DE ($2.94M), Money Design Co. Ltd. ($2.59M), Cerity Partners LLC ($2.50M), and Flow Traders U.S. LLC ($1.40M).Learn more on Invesco MSCI Sustainable Future ETF's institutional investors.

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

Of the 34 institutional investors that purchased Invesco MSCI Sustainable Future ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($530.95K), Cerity Partners LLC ($62.18K), Bank of Montreal Can ($54.90K), Flow Traders U.S. LLC ($44.91K), SageView Advisory Group LLC ($34.18K), Raymond James Financial Inc. ($17.85K), and Susquehanna International Group LLP ($14.48K).

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

Institutional investors have bought a total of 745,392 shares in the last 24 months. This purchase volume represents approximately $29.82M in transactions.

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

Of the 25 institutional investors that sold Invesco MSCI Sustainable Future ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($59.14K), Bank of Montreal Can ($54.50K), Money Design Co. Ltd. ($28.28K), Bank of America Corp DE ($14.87K), JPMorgan Chase & Co. ($7.36K), Stifel Financial Corp ($4.43K), and Ameriprise Financial Inc. ($4.42K).

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

Institutional investors have sold a total of 203,413 shares in the last 24 months. This volume of shares sold represents approximately $8.40M in transactions.



This page (NYSEARCA:ERTH) was last updated on 9/5/2025 by MarketBeat.com Staff
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