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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

$43.64 -0.74 (-1.67%)
Closing price 04:10 PM Eastern
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$43.71 +0.07 (+0.16%)
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)
20
Total
Institutional Inflows
(last 12 months)
$2.81M
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
9/9/2026 Integrated Wealth Concepts LLC2,004$95K0.0%N/A0.069%
9/2/2026 Citadel Advisors LLC9,377$444K0.0%+22.4%0.323%
5/19/2026 Bank of America Corp DE66,430$3.15M0.0%-8.9%2.252%
5/18/2026 Royal Bank of Canada28,581$1.36M0.0%+16.7%0.969%
5/2/2026 Global Assets Advisory LLC1,000$47K0.0%N/A0.034%
4/30/2026 Kestra Advisory Services LLC7,031$333K0.0%+25.5%0.238%
4/27/2026 PFG Investments LLC5,699$270K0.0%-4.2%0.193%
3/2/2026 Sankala Group LLC1,165$56K0.0%N/A0.039%
2/17/2026 Cetera Investment Advisers7,843$370K0.0%-7.5%0.261%
2/17/2026 Osaic Holdings Inc.3,972$187K0.0%-5.1%0.132%
2/17/2026 Royal Bank of Canada24,499$1.16M0.0%-1.1%0.817%
2/16/2026 KCM Investment Advisors LLC7,651$361K0.0%-7.2%0.255%
2/16/2026 Aptus Capital Advisors LLC556$26K0.0%+117.2%0.019%
2/13/2026 Kestra Advisory Services LLC5,601$264K0.0%+12.0%0.187%
2/13/2026 Stifel Financial Corp29,236$1.38M0.0%-2.9%0.975%
2/13/2026 Wells Fargo & Company MN6,930$327K0.0%+45.8%0.231%
2/12/2026 Jane Street Group LLC37,592$1.77M0.0%+88.9%1.253%
2/12/2026 Bank of Montreal Can1,554$73K0.0%+17.0%0.052%
2/12/2026 Moneta Group Investment Advisors LLC10,977$518K0.0%-2.2%0.366%
2/11/2026 LPL Financial LLC31,665$1.49M0.0%-2.6%1.056%
2/11/2026 Franklin Resources Inc.21,925$1.03M0.0%-13.1%0.731%
2/5/2026 AlphaCore Capital LLC1,306$62K0.0%N/A0.044%
2/5/2026 WHI TRUST Co LLC1,842$87K0.1%N/A0.061%
1/29/2026 UBS Group AG95,349$4.50M0.0%-19.5%3.178%
1/23/2026 Natural Investments LLC8,320$392K0.1%N/A0.277%
1/23/2026 Altfest L J & Co. Inc.18,884$891K0.1%-1.2%0.629%
1/16/2026 Perigon Wealth Management LLC18,613$878K0.0%+4.4%0.620%
11/17/2025 Susquehanna International Group LLP29,276$1.40M0.0%+27.7%0.960%
11/17/2025 National Bank of Canada FI2,330$111K0.0%-16.0%0.076%
11/17/2025 Flow Traders U.S. LLC13,129$626K0.0%-60.2%0.430%
11/17/2025 Bank of America Corp DE69,639$3.32M0.0%+0.8%2.283%
11/17/2025 Ameriprise Financial Inc.7,044$336K0.0%-21.8%0.231%
11/14/2025 Raymond James Financial Inc.7,319$349K0.0%-7.0%0.240%
11/13/2025 UBS Group AG118,456$5.64M0.0%-1.0%3.884%
11/13/2025 Franklin 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%
11/6/2025 LexAurum Advisors LLC4,507$215K0.0%-13.8%0.148%
11/4/2025 Jones Financial Companies Lllp5,706$268K0.0%+42.6%0.187%
11/3/2025 AE Wealth Management LLC753$36K0.0%N/A0.025%
10/29/2025 Wealth Enhancement Advisory Services LLC7,467$357K0.0%-34.1%0.245%
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10/21/2025 Altfest L J & Co. Inc.19,122$911K0.1%+6.4%0.627%
10/17/2025 Perigon Wealth Management LLC17,835$850K0.0%-2.7%0.585%
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%
7/31/2025Money 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%
5/19/2025Jane 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%
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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%
12/26/2024JPMorgan Chase & Co.11,326$511K0.0%+165.3%0.255%


ERTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 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 33 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 59,358 shares in the last 24 months. This purchase volume represents approximately $2.81M 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.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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