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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

$43.71 +0.70 (+1.63%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$28.04M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.30M
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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
5/19/2025Jane Street Group LLC35,405$1.38M0.0%+55.5%1.012%
5/16/2025Jones Financial Companies Lllp531,383$20.64M0.0%+29,000.9%15.182%
5/16/2025Banque Transatlantique SA4,445$173K0.0%N/A0.127%
5/15/2025Royal Bank of Canada27,443$1.07M0.0%+2.6%0.784%
5/14/2025Flow Traders U.S. LLC35,195$1.37M0.1%+57.7%1.006%
5/14/2025Capital Analysts LLC2,040$79K0.0%-10.8%0.058%
5/9/2025Altfest L J & Co. Inc.17,641$685K0.1%+4.6%0.504%
5/7/2025LPL Financial LLC33,051$1.28M0.0%-4.6%0.944%
5/6/2025Cetera Investment Advisers6,996$272K0.0%-6.1%0.200%
4/28/2025Money Design Co. Ltd.65,525$2.55M0.1%-5.5%1.872%
4/23/2025Perigon Wealth Management LLC18,621$723K0.0%-11.5%0.525%
4/22/2025Cambridge Investment Research Advisors Inc.9,850$383K0.0%-7.3%0.277%
4/22/2025PFG Investments LLC7,016$273K0.0%-6.4%0.198%
3/17/2025Wealth 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%
2/6/2025Interactive Financial Advisors Inc.8,333$337K0.2%-14.1%0.187%
2/6/2025Mission 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%
1/30/2025Allworth Financial LP850$34K0.0%N/A0.019%
1/23/2025Money Design Co. Ltd.69,366$2.83M0.1%-8.5%1.559%
1/22/2025Perigon Wealth Management LLC21,042$855K0.0%-5.4%0.473%
1/22/2025PFG Investments LLC7,497$303K0.0%-10.6%0.168%
1/21/2025LexAurum Advisors LLC5,207$211K0.0%-5.0%0.117%
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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%
10/24/2024Wealth Enhancement Advisory Services LLC8,045$363K0.0%-27.2%0.181%
10/24/2024PFG Investments LLC8,388$378K0.0%-2.9%0.188%
10/17/2024LexAurum Advisors LLC5,482$247K0.1%-16.5%0.123%
10/9/2024Money Design Co. Ltd.75,770$3.42M0.2%-15.0%1.703%
8/16/2024Susquehanna International Group LLP83,012$3.28M0.0%+21.1%1.865%
8/7/2024PFG 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%
7/16/2024GPS Wealth Strategies Group LLC1,198$47K0.0%N/A0.027%
5/9/2024Ledyard National Bank12,039$509K0.0%-8.3%0.271%
5/9/2024SageView Advisory Group LLC34,177$1.32M0.1%N/A0.768%
5/1/2024Mission Wealth Management LP28,847$1.22M0.0%-5.6%0.641%
4/30/2024Perigon Wealth Management LLC16,752$708K0.0%-2.9%0.372%
4/30/2024Commonwealth Equity Services LLC21,091$891K0.0%-24.1%0.469%
4/22/2024PFG 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%
2/6/2024Concord Wealth Partners591$28K0.0%-67.7%0.011%
2/5/2024Mission 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%
1/29/2024Perigon Wealth Management LLC17,259$815K0.0%-2.4%0.308%
1/29/2024Money Design Co. Ltd.103,755$4.90M0.3%+4.9%1.853%
1/26/2024Cerity Partners LLC11,604$548K0.0%N/A0.207%
1/18/2024Altfest L J & Co. Inc.22,011$1.04M0.2%+2.9%0.393%
1/17/2024PFG 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%
11/8/2023Spire Wealth Management2,778$123K0.0%N/A0.050%
10/30/2023Perigon Wealth Management LLC17,675$783K0.0%-3.0%0.316%
10/30/2023Money 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%
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10/26/2023Interactive Financial Advisors Inc.8,933$396K0.3%+4.0%0.160%
10/25/2023Concord 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%
10/16/2023LexAurum 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%
8/10/2023Ledyard National Bank13,260$650K0.1%+5.5%0.237%
8/10/2023Cetera Advisor Networks LLC20,610$1.01M0.0%-8.0%0.368%
(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 Jones Financial Companies Lllp ($20.64M), UBS Group AG ($6.34M), Bank of America Corp DE ($3.59M), Susquehanna International Group LLP ($3.28M), Money Design Co. Ltd. ($2.55M), Stifel Financial Corp ($1.40M), and Jane Street Group LLC ($1.38M).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 39 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: Bank Julius Baer & Co. Ltd Zurich ($14.91M), Jones Financial Companies Lllp ($530.95K), Bank of Montreal Can ($61.51K), Flow Traders U.S. LLC ($44.91K), SageView Advisory Group LLC ($34.18K), Migdal Insurance & Financial Holdings Ltd. ($33.44K), and Perigon Wealth Management LLC ($18.22K).

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

Institutional investors have bought a total of 704,620 shares in the last 24 months. This purchase volume represents approximately $28.04M in transactions.

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

Of the 21 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: Bank of Montreal Can ($54.50K), Jane Street Group LLC ($36.20K), Money Design Co. Ltd. ($23.60K), Commonwealth Equity Services LLC ($4.81K), Stifel Financial Corp ($4.43K), Bank of America Corp DE ($3.87K), and LPL Financial LLC ($3.84K).

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

Institutional investors have sold a total of 154,212 shares in the last 24 months. This volume of shares sold represents approximately $6.30M in transactions.


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This page (NYSEARCA:ERTH) was last updated on 7/5/2025 by MarketBeat.com Staff
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