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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

$42.28 +0.24 (+0.57%)
Closing price 04:10 PM Eastern
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$42.25 -0.03 (-0.07%)
As of 07:30 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)
21
Total
Institutional Inflows
(last 12 months)
$2.85M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.22M
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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
10/8/2026Farther Finance Advisors LLC1,123$48K0.0%+382.0%0.039%
9/9/2026Integrated Wealth Concepts LLC2,004$95K0.0%N/A0.069%
9/2/2026Citadel Advisors LLC9,377$444K0.0%+22.4%0.323%
5/19/2026Bank of America Corp DE66,430$3.15M0.0%-8.9%2.252%
5/18/2026Royal Bank of Canada28,581$1.36M0.0%+16.7%0.969%
5/2/2026Global Assets Advisory LLC1,000$47K0.0%N/A0.034%
4/30/2026Kestra Advisory Services LLC7,031$333K0.0%+25.5%0.238%
4/27/2026PFG Investments LLC5,699$270K0.0%-4.2%0.193%
3/2/2026Sankala Group LLC1,165$56K0.0%N/A0.039%
2/17/2026Cetera Investment Advisers7,843$370K0.0%-7.5%0.261%
2/17/2026Osaic Holdings Inc.3,972$187K0.0%-5.1%0.132%
2/17/2026Royal Bank of Canada24,499$1.16M0.0%-1.1%0.817%
2/16/2026KCM Investment Advisors LLC7,651$361K0.0%-7.2%0.255%
2/16/2026Aptus Capital Advisors LLC556$26K0.0%+117.2%0.019%
2/13/2026Kestra Advisory Services LLC5,601$264K0.0%+12.0%0.187%
2/13/2026Stifel Financial Corp29,236$1.38M0.0%-2.9%0.975%
2/13/2026Wells Fargo & Company MN6,930$327K0.0%+45.8%0.231%
2/12/2026Jane Street Group LLC37,592$1.77M0.0%+88.9%1.253%
2/12/2026Bank of Montreal Can1,554$73K0.0%+17.0%0.052%
2/12/2026Moneta Group Investment Advisors LLC10,977$518K0.0%-2.2%0.366%
2/11/2026LPL Financial LLC31,665$1.49M0.0%-2.6%1.056%
2/11/2026Franklin Resources Inc.21,925$1.03M0.0%-13.1%0.731%
2/5/2026AlphaCore Capital LLC1,306$62K0.0%N/A0.044%
2/5/2026WHI TRUST Co LLC1,842$87K0.1%N/A0.061%
1/29/2026UBS Group AG95,349$4.50M0.0%-19.5%3.178%
1/23/2026Natural Investments LLC8,320$392K0.1%N/A0.277%
1/23/2026Altfest L J & Co. Inc.18,884$891K0.1%-1.2%0.629%
1/16/2026Perigon Wealth Management LLC18,613$878K0.0%+4.4%0.620%
11/17/2025Susquehanna International Group LLP29,276$1.40M0.0%+27.7%0.960%
11/17/2025National Bank of Canada FI2,330$111K0.0%-16.0%0.076%
11/17/2025Flow Traders U.S. LLC13,129$626K0.0%-60.2%0.430%
11/17/2025Bank of America Corp DE69,639$3.32M0.0%+0.8%2.283%
11/17/2025Ameriprise Financial Inc.7,044$336K0.0%-21.8%0.231%
11/14/2025Raymond James Financial Inc.7,319$349K0.0%-7.0%0.240%
11/13/2025UBS Group AG118,456$5.64M0.0%-1.0%3.884%
11/13/2025Franklin Resources Inc.25,230$1.20M0.0%-6.1%0.827%
11/12/2025Willow Creek Wealth Management Inc.4,241$202K0.0%N/A0.139%
11/6/2025LexAurum Advisors LLC4,507$215K0.0%-13.8%0.148%
11/4/2025Jones Financial Companies Lllp5,706$268K0.0%+42.6%0.187%
11/3/2025AE Wealth Management LLC753$36K0.0%N/A0.025%
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10/29/2025Wealth Enhancement Advisory Services LLC7,467$357K0.0%-34.1%0.245%
10/21/2025Altfest L J & Co. Inc.19,122$911K0.1%+6.4%0.627%
10/17/2025Perigon Wealth Management LLC17,835$850K0.0%-2.7%0.585%
9/4/2025Osaic Holdings Inc.4,137$176K0.0%+29.7%0.131%
8/15/2025Banque Transatlantique SA3,385$144K0.0%-23.8%0.107%
8/15/2025Bank of America Corp DE69,108$2.94M0.0%-13.7%2.194%
8/15/2025Ameriprise Financial Inc.9,005$383K0.0%-15.1%0.286%
8/14/2025Jane Street Group LLC12,471$530K0.0%-64.8%0.396%
8/14/2025Raymond James Financial Inc.7,873$334K0.0%-8.8%0.250%
8/14/2025Cerity Partners LLC58,896$2.50M0.0%+608.0%1.870%
8/13/2025Flow Traders U.S. LLC32,996$1.40M0.1%-6.2%1.047%
8/12/2025Franklin Resources Inc.26,860$1.14M0.0%-1.1%0.853%
8/12/2025JPMorgan Chase & Co.3,075$131K0.0%-65.0%0.098%
8/6/2025KCM Investment Advisors LLC8,154$346K0.0%-3.8%0.255%
8/5/2025Bank of Montreal Can1,775$75K0.0%+29.0%0.055%
7/31/2025Money Design Co. Ltd.60,847$2.59M0.1%-7.1%1.901%
7/21/2025Ameritas Advisory Services LLC933$40K0.0%N/A0.029%
7/18/2025PFG Investments LLC6,013$255K0.0%-14.3%0.188%
7/16/2025Perigon Wealth Management LLC18,331$779K0.0%-1.6%0.573%
7/10/2025Wealth Enhancement Advisory Services LLC11,327$495K0.0%+46.5%0.354%
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%
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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%


ERTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of Invesco MSCI Sustainable Future ETF. The most heavily invested institutionals were UBS Group AG ($4.50M), Bank of America Corp DE ($3.15M), Money Design Co. Ltd. ($2.59M), Cerity Partners LLC ($2.50M), Jane Street Group LLC ($1.77M), LPL Financial LLC ($1.49M), and Susquehanna International Group LLP ($1.40M).Learn more on Invesco MSCI Sustainable Future ETF's institutional investors.

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 ($532.66K), Bank of Montreal Can ($55.13K), Cerity Partners LLC ($50.58K), Flow Traders U.S. LLC ($44.91K), Jane Street Group LLC ($31.02K), Raymond James Financial Inc. ($17.85K), and Natural Investments LLC ($16.61K).

Institutional investors have bought a total of 60,248 shares in the last 24 months. This purchase volume represents approximately $2.85M in transactions.

Of the 19 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: UBS Group AG ($24.29K), Flow Traders U.S. LLC ($19.87K), Bank of America Corp DE ($6.52K), Franklin Resources Inc. ($4.94K), Wealth Enhancement Advisory Services LLC ($3.86K), Ameriprise Financial Inc. ($1.96K), and Stifel Financial Corp ($885.00).

Institutional investors have sold a total of 67,841 shares in the last 24 months. This volume of shares sold represents approximately $3.22M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ERTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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