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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

$40.11 +0.81 (+2.06%)
As of 05/2/2025 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)
15
Total
Institutional Inflows
(last 12 months)
$7.70M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$6.26M
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ERTH Institutional Buying and Selling by Quarter

Invesco MSCI Sustainable Future ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025Cetera Investment Advisers7,448$301K0.0%-23.4%0.167%
2/17/2025Bank of America Corp DE88,664$3.59M0.0%-4.2%1.992%
2/17/2025Ameriprise Financial Inc.12,484$505K0.0%-18.4%0.281%
2/14/2025Jane Street Group LLC22,765$921K0.0%-61.4%0.512%
2/14/2025Capital Analysts LLC2,286$92K0.0%-18.3%0.051%
2/14/2025Stifel Financial Corp34,621$1.40M0.0%-11.3%0.778%
2/13/2025Raymond James Financial Inc.8,926$361K0.0%N/A0.201%
2/13/2025Bank of Montreal Can1,376$56K0.0%-97.5%0.031%
2/13/2025Wells Fargo & Company MN6,426$260K0.0%-20.0%0.144%
2/13/2025KCM Investment Advisors LLC8,319$336K0.0%+4.0%0.187%
2/12/2025National Bank of Canada FI2,775$112K0.0%+24.7%0.062%
2/12/2025JPMorgan Chase & Co.9,687$392K0.0%-14.5%0.218%
2/11/2025LPL Financial LLC34,645$1.40M0.0%-6.1%0.779%
2/11/2025Millstone Evans Group LLC4,040$163K0.1%N/A0.091%
2/10/2025Commonwealth Equity Services LLC13,013$526K0.0%-18.3%0.292%
2/7/2025Natural Investments LLC8,288$335K0.1%N/A0.186%
2/6/2025Raymond 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%
2/6/2025Jones Financial Companies Lllp1,826$74K0.0%+325.6%0.041%
2/5/2025US 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%
12/26/2024JPMorgan Chase & Co.11,326$511K0.0%+165.3%0.255%
11/15/2024Jane Street Group LLC58,969$2.66M0.0%+1.2%1.325%
11/14/2024Flow Traders U.S. LLC32,026$1.45M0.1%N/A0.720%
11/13/2024FMR LLC1,514$68K0.0%+34.8%0.034%
11/13/2024Bank 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%
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8/16/2024Susquehanna International Group LLP83,012$3.28M0.0%+21.1%1.865%
8/7/2024 PFG Investments LLC8,639$341K0.0%-5.2%0.194%
7/31/2024Commonwealth Equity Services LLC19,191$757K0.0%-9.0%0.431%
7/30/2024KCM 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%
5/9/2024SageView 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%
4/30/2024Commonwealth Equity Services LLC21,091$891K0.0%-24.1%0.469%
4/22/2024 PFG Investments LLC9,111$385K0.0%+7.8%0.202%
4/22/2024Altfest L J & Co. Inc.24,190$1.02M0.1%+9.9%0.538%
2/9/2024Commerce Bank8,115$383K0.0%-8.8%0.145%
2/9/2024UBS Group AG134,197$6.34M0.0%-1.3%2.396%
2/7/2024Concourse Financial Group Securities Inc.1,917$91K0.0%-16.7%0.034%
2/6/2024National Bank of Canada FI2,667$123K0.0%-12.4%0.048%
2/6/2024Avalon 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%
1/31/2024Migdal Insurance & Financial Holdings Ltd.19,239$909K0.0%-10.3%0.344%
1/30/2024Capital 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%
1/18/2024Altfest 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%
1/16/2024Cooper Financial Group4,291$203K0.0%-19.5%0.077%
1/12/2024Monterey Private Wealth Inc.5,073$240K0.1%-16.0%0.091%
11/13/2023Stifel Financial Corp47,097$2.09M0.0%-1.0%0.841%
11/13/2023LPL Financial LLC114,955$5.09M0.0%-21.3%2.053%
11/13/2023Retirement Capital Strategies16,041$710K0.3%+195.2%0.286%
11/13/2023Kestra Advisory Services LLC7,388$327K0.0%-4.2%0.132%
11/13/2023Bank Julius Baer & Co. Ltd Zurich15,387$681K0.0%+3.1%0.275%
11/9/2023UBS Group AG135,984$6.02M0.0%+1.5%2.428%
11/8/2023KCM Investment Advisors LLC7,539$334K0.0%+14.2%0.135%
11/8/2023 Spire Wealth Management2,778$123K0.0%N/A0.050%
10/30/2023 Perigon Wealth Management LLC17,675$783K0.0%-3.0%0.316%
10/30/2023 Money Design Co. Ltd.98,929$4.38M0.3%-30.8%1.767%
10/26/2023Altfest L J & Co. Inc.21,386$947K0.1%+9.3%0.382%
10/26/2023 Interactive Financial Advisors Inc.8,933$396K0.3%+4.0%0.160%
10/25/2023 Concord Wealth Partners1,830$81K0.0%-22.3%0.033%
10/24/2023Raymond James Financial Services Advisors Inc.10,375$459K0.0%+7.8%0.185%
10/24/2023Raymond James & Associates11,686$517K0.0%-21.1%0.209%
10/16/2023 LexAurum Advisors LLC6,918$306K0.1%+21.0%0.124%
10/10/2023Monterey Private Wealth Inc.6,036$267K0.1%-5.7%0.108%
10/10/2023Indiana Trust & Investment Management CO870$39K0.0%N/A0.016%
8/15/2023BlueCrest Capital Management Ltd7,148$350K0.0%N/A0.128%
8/10/2023 Ledyard National Bank13,260$650K0.1%+5.5%0.237%
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8/10/2023Cetera Advisor Networks LLC20,610$1.01M0.0%-8.0%0.368%
8/9/2023Altfest L J & Co. Inc.19,564$959K0.1%-5.3%0.349%
8/8/20233D L Capital Management LLC5,327$261K0.1%+4.1%0.095%
8/8/2023Commerce Bank9,465$464K0.0%-6.6%0.158%
8/8/2023 Concord Wealth Partners2,354$115K0.0%+32.6%0.039%
8/4/2023 Mission Wealth Management LP31,899$1.56M0.1%+10.0%0.532%
8/3/2023WealthSpring Partners LLC5,056$248K0.2%-7.2%0.084%
8/3/2023 CWM LLC514$25K0.0%-45.4%0.009%
8/2/2023Bank of Montreal Can7,014$349K0.0%N/A0.117%
8/2/2023 Perigon Wealth Management LLC18,215$893K0.0%N/A0.304%
(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, 59 institutional investors and hedge funds held shares of Invesco MSCI Sustainable Future ETF. The most heavily invested institutionals were UBS Group AG ($6.34M), Bank of America Corp DE ($3.59M), Susquehanna International Group LLP ($3.28M), Money Design Co. Ltd. ($2.55M), Flow Traders U.S. LLC ($1.45M), LPL Financial LLC ($1.40M), and Stifel Financial Corp ($1.40M).Learn more on ERTH's institutional investors.

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

Of the 39 institutional investors that purchased Invesco MSCI Sustainable Future ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($14.91M), Bank of Montreal Can ($61.51K), SageView Advisory Group LLC ($34.18K), Migdal Insurance & Financial Holdings Ltd. ($33.44K), Flow Traders U.S. LLC ($32.03K), Perigon Wealth Management LLC ($18.22K), and Raymond James Financial Inc. ($17.85K).

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

Institutional investors have bought a total of 15,231,781 shares in the last 24 months. This purchase volume represents approximately $746.83M in transactions.

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

Of the 40 institutional investors that sold Invesco MSCI Sustainable Future ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Design Co. Ltd. ($110.15K), Bank of Montreal Can ($54.50K), Jane Street Group LLC ($36.20K), LPL Financial LLC ($33.39K), Commonwealth Equity Services LLC ($11.53K), Raymond James & Associates ($7.30K), and Perigon Wealth Management LLC ($5.08K).

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

Institutional investors have sold a total of 317,089 shares in the last 24 months. This volume of shares sold represents approximately $13.84M in transactions.


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This page (NYSEARCA:ERTH) was last updated on 5/4/2025 by MarketBeat.com Staff
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