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Invesco MSCI Sustainable Future ETF (ERTH) Institutional Ownership

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$42.01
+0.36 (+0.86%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$740.15M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.55M
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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
5/9/2024Ledyard National Bank12,039$509K0.0%-8.3%0.271%
5/9/2024SageView Advisory Group LLC34,177$1.32M0.1%N/A0.768%
5/1/2024 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%
4/22/2024 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%
2/9/2024UBS 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%
2/6/2024National Bank of Canada FI2,667$123K0.0%-12.4%0.048%
2/6/2024 Avalon Trust Co923$44K0.0%N/A0.016%
2/6/2024Concord 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%
1/30/2024Capital 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%
1/26/2024Cerity 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%
1/16/2024 Raymond James Financial Services Advisors Inc.8,597$406K0.0%-17.1%0.154%
1/16/2024 Raymond James & Associates8,164$386K0.0%-30.1%0.146%
1/16/2024 Cooper Financial Group4,291$203K0.0%-19.5%0.077%
1/12/2024 Monterey 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%
11/8/2023 KCM 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%
10/26/2023 Altfest 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%
10/25/2023Concord Wealth Partners1,830$81K0.0%-22.3%0.033%
10/24/2023 Raymond James Financial Services Advisors Inc.10,375$459K0.0%+7.8%0.185%
10/24/2023 Raymond James & Associates11,686$517K0.0%-21.1%0.209%
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10/16/2023 LexAurum Advisors LLC6,918$306K0.1%+21.0%0.124%
10/10/2023 Monterey Private Wealth Inc.6,036$267K0.1%-5.7%0.108%
10/10/2023 Indiana 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%
8/9/2023 Altfest 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%
8/8/2023 Commerce Bank9,465$464K0.0%-6.6%0.158%
8/8/2023Concord 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%
8/1/2023 Interactive Financial Advisors Inc.8,593$421K0.3%-5.8%0.143%
7/31/2023LPL Financial LLC146,095$7.16M0.0%+4.4%2.435%
7/31/2023 Valley National Advisers Inc.10,447$513K0.1%-4.6%0.174%
7/28/2023 Money Design Co. Ltd.143,058$7.01M0.4%-22.9%2.384%
7/26/2023National Bank of Canada FI3,185$156K0.0%-35.5%0.053%
7/25/2023 Raymond James & Associates14,808$726K0.0%-4.2%0.247%
7/24/2023Bank Julius Baer & Co. Ltd Zurich14,920$731K0.0%+33.2%0.249%
7/24/2023 Migdal Insurance & Financial Holdings Ltd.33,440$1.64M0.0%N/A0.557%
7/20/2023Bank Julius Baer & Co. Ltd Zurich14,920,419$731.32M0.0%+133,118.0%248.674%
7/19/2023 Laurel Wealth Planning LLC8,158$400K0.3%-30.9%0.136%
7/13/2023 Cambridge Investment Research Advisors Inc.15,832$776K0.0%-9.9%0.264%
5/11/2023 PFG Investments LLC8,916$438K0.1%N/A0.143%
5/11/2023Envestnet Asset Management Inc.11,371$558K0.0%-8.9%0.182%
5/10/2023LPL Financial LLC139,882$6.87M0.0%+1.8%2.238%
5/9/2023US Bancorp DE16,950$832K0.0%+20.6%0.271%
5/9/2023Retirement Capital Strategies5,136$252K0.1%N/A0.082%
5/8/2023 WealthShield Partners LLC718$35K0.0%N/A0.011%
5/4/2023 Commerce Bank10,130$497K0.0%-10.9%0.162%
5/4/2023WealthSpring Partners LLC5,446$267K0.2%-4.2%0.087%
5/3/2023 Insight Advisors LLC PA5,586$274K0.1%-27.0%0.089%
5/1/2023 Money Concepts Capital Corp12,607$439K0.0%+488.8%0.202%
5/1/2023 CWM LLC941$46K0.0%-20.1%0.015%
4/28/2023Ameritas Advisory Services LLC1,253$61K0.0%N/A0.020%
4/28/2023 SG Americas Securities LLC3,713$182K0.0%-55.3%0.059%
4/27/2023 Interactive Financial Advisors Inc.9,119$448K0.3%+6.1%0.146%
4/27/2023 Money Design Co. Ltd.185,479$9.11M0.5%N/A2.968%
4/26/2023Concord Wealth Partners1,775$87K0.0%-24.6%0.028%
4/26/2023 Valley National Advisers Inc.10,952$522K0.1%+3.6%0.175%
4/25/2023Ledyard National Bank12,565$617K0.1%-18.4%0.201%
4/20/2023 Altfest L J & Co. Inc.20,653$1.01M0.2%+1.2%0.330%
4/17/2023 GPS Wealth Strategies Group LLC930$46K0.0%N/A0.015%
4/14/2023 Raymond James Financial Services Advisors Inc.9,790$481K0.0%-7.1%0.157%
4/14/2023 Raymond James & Associates15,459$759K0.0%-14.5%0.247%
4/12/2023National Bank of Canada FI4,936$242K0.0%-6.0%0.079%
4/7/2023 Mission Wealth Management LP28,995$1.42M0.1%+12.9%0.464%
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3/6/2023OLD Mission Capital LLC521$25K0.0%-91.5%0.008%
2/21/2023 Insight Advisors LLC PA7,653$363K0.1%-36.8%0.122%
2/10/2023WealthSpring Partners LLC5,686$272K0.2%-6.1%0.091%
2/8/2023 Raymond James Financial Services Advisors Inc.10,538$504K0.0%-3.6%0.169%
2/8/2023 Raymond James & Associates18,091$864K0.0%-6.1%0.289%
2/8/2023 Interactive Financial Advisors8,592$411K0.2%+24.4%0.137%
2/8/2023UBS Group AG159,752$7.63M0.0%-1.5%2.556%
2/8/2023 LFA Lugano Financial Advisors SA1,040$50K0.0%+32.5%0.017%
2/8/2023 Cambridge Investment Research Advisors Inc.16,758$801K0.0%-9.8%0.268%
2/7/2023Commonwealth Equity Services LLC29,854$1.43M0.0%-2.7%0.478%
(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, 62 institutional investors and hedge funds held shares of Invesco MSCI Sustainable Future ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($16.61M), UBS Group AG ($6.34M), LPL Financial LLC ($5.09M), Money Design Co. Ltd. ($4.90M), Wealth Enhancement Advisory Services LLC ($2.24M), Stifel Financial Corp ($2.09M), and Mid American Wealth Advisory Group Inc. ($1.53M).Learn more on ERTH's institutional investors.

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

Of the 50 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), Money Design Co. Ltd. ($217.00K), UBS Group AG ($68.63K), JPMorgan Chase & Co. ($51.04K), SageView Advisory Group LLC ($34.18K), Migdal Insurance & Financial Holdings Ltd. ($33.44K), and Mid American Wealth Advisory Group Inc. ($24.85K).

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

Institutional investors have bought a total of 15,546,277 shares in the last 24 months. This purchase volume represents approximately $764.49M in transactions.

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

Of the 38 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. ($86.55K), LPL Financial LLC ($31.14K), Raymond James Financial Services Advisors Inc. ($15.39K), Raymond James & Associates ($11.43K), SG Americas Securities LLC ($8.09K), KCM Investment Advisors LLC ($7.59K), and Commonwealth Equity Services LLC ($7.53K).

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

Institutional investors have sold a total of 248,015 shares in the last 24 months. This volume of shares sold represents approximately $11.85M in transactions.


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This page (NYSEARCA:ERTH) was last updated on 5/10/2024 by MarketBeat.com Staff

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