Who Owns ERTH?
Invesco MSCI Sustainable Future ETF — Institutional Ownership & 13F Holdings
$49.95
+0.15 (+0.30%)
Market Cap
$146.9M
Shares Outstanding
2,809,772
Institutional Holders
85
Total Inst. Value
$90.1M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
13
Closed Positions
8
Increased
16
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $48.6M | 531,383 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.3M | 316 |
| 3 | UBS Group AG | $4.7M | 120,864 |
| 4 | BANK OF AMERICA CORP /DE/ | $3.1M | 80,109 |
| 5 | Money Design Co.,Ltd.New | $2.5M | 65,525 |
| 6 | MORGAN STANLEY | $2.4M | 62,816 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 44,690 |
| 8 | JANE STREET GROUP, LLC | $1.4M | 35,405 |
| 9 | FLOW TRADERS U.S. LLC | $1.4M | 35,195 |
| 10 | STIFEL FINANCIAL CORP | $1.2M | 31,921 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +530K | $48.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +86 | $12.3M |
| Money Design Co.,Ltd.New | +66K | $2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +24K | $1.7M |
| JANE STREET GROUP, LLC | +13K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -15K | $4.7M |
| BANK OF AMERICA CORP /DE/ | -9K | $3.1M |
| OSAIC HOLDINGS, INC. | -7K | $124K |
| MORGAN STANLEY | -5K | $2.4M |
| STIFEL FINANCIAL CORP | -3K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold ERTH?
As of Q1 2025, 85 institutional investors report holding ERTH (Invesco MSCI Sustainable Future ETF) in their 13F filings.
Which hedge fund owns the most ERTH?
The largest institutional holder of ERTH is JONES FINANCIAL COMPANIES LLLP with $48.6M in shares.
Are institutions buying or selling ERTH?
This quarter, 13 institutions opened new positions in ERTH and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.