
Invesco MSCI Sustainable Future is an exchange-traded fund on ARCA. As of Q3 2025, 83 institutional investors hold shares in this ETF, with total holdings valued at $29.7M. UBS Group AG is the largest holder with a position valued at $5.6M.
Overview of institutional ownership in ERTH as of Q3 2025
Institutions with the largest positions in ERTH as of Q3 2025
| Institution | Position Value |
|---|---|
UBS Group AG Institution | $5.6M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $3.3M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $3.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.5M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $1.4M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.4M 0.00% of portfolio |
FRANKLIN RESOURCES INC Institution | $1.2M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.2M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $948.4K 0.00% of portfolio |
ALTFEST L J & CO INC RIA/Wealth | $911.1K 0.10% of portfolio |
Institutional buying and selling activity for ERTH in Q3 2025
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$354.2K +7.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$302.3K +6.3K shares |
COMMERCE BANK RIA/Wealth | +$204.4K +4.3K shares |
Willow Creek Wealth Management Inc. RIA/Wealth | +$202.1K +4.2K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$80.1K +1.7K shares |
Cetera Investment Advisers RIA/Wealth | +$73.2K +1.5K shares |
ALTFEST L J & CO INC RIA/Wealth | +$54.9K +1.2K shares |
AE Wealth Management LLC RIA/Wealth | +$35.9K +753.0 shares |
Rockefeller Capital Management L.P. Long Only Manager | +$35.1K +737.0 shares |
BANK OF AMERICA CORP /DE/ Institution | +$25.3K +531.0 shares |
| Institution | Net Sold |
|---|---|
HPM Partners LLC RIA/Wealth | −$2.4M −50.6K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.2M −28.0K shares |
F FLOW TRADERS U.S. LLC Institution | −$946.7K −19.9K shares |
G GTS SECURITIES LLC Institution | −$360.0K −8.5K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | −$352.1K −8.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$220.7K −5.2K shares |
−$184.4K −3.9K shares | |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$174.4K −3.7K shares |
B Banque Transatlantique SA Institution | −$144.1K −3.4K shares |
R ROYAL BANK OF CANADA Institution | −$93.8K −2.0K shares |
Institutions that initiated new positions or completely exited ERTH in Q3 2025
| Institution | Position Value |
|---|---|
A Atlantic Trust Group, LLC Institution | $14.3K 300.0 shares |
Steigerwald, Gordon & Koch Inc. RIA/Wealth | $4.6K 96.0 shares |
Sunbelt Securities, Inc. RIA/Wealth | $1.0K 22.0 shares |
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $1.2M 28.0K shares |
G GTS SECURITIES LLC Institution | $360.0K 8.5K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | $352.1K 8.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $220.7K 5.2K shares |
B Banque Transatlantique SA Institution | $144.1K 3.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $13.4K 316.0 shares |
Legend Financial Advisors, Inc. RIA/Wealth | $7.1K 166.0 shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $6.5K 154.0 shares |
Lowe fs, LLC RIA/Wealth | $212.0 5.0 shares |
Institutions with the largest Call and Put options positions in ERTH as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ERTH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Millstone Evans Group, LLC RIA/Wealth | 0.12% $188.2K |
ALTFEST L J & CO INC RIA/Wealth | 0.10% $911.1K |
WealthCollab, LLC RIA/Wealth | 0.05% $106.6K |
LexAurum Advisors, LLC RIA/Wealth | 0.03% $214.8K |
F FLOW TRADERS U.S. LLC Institution | 0.03% $625.6K |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV RIA/Wealth | 0.03% $75.6K |
Perigon Wealth Management, LLC RIA/Wealth | 0.02% $849.8K |
Willow Creek Wealth Management Inc. RIA/Wealth | 0.02% $202.1K |
P PFG Investments, LLC Institution | 0.01% $283.2K |
KCM INVESTMENT ADVISORS LLC RIA/Wealth | 0.01% $392.9K |
Discover hedge funds investing in ERTH


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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