Who owns Invesco MSCI Sustainable Future ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ERTH from SEC Form 13F filings across 81 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 81 institutions disclosed 614,053 shares of Invesco MSCI Sustainable Future ETF worth $27.1M — about 20.8% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
81
13F holders
$27.1M
value, 2026 filers
20.8%
of shares outstanding (614,053 sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ERTH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 92,002 | $4.4M | 0.0% | 3.1% | -3.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 71,306 | $3.4M | 0.0% | 2.4% | +7.3% |
| 3 | MORGAN STANLEY | 65,593 | $3.1M | 0.0% | 2.2% | -4.1% |
| 4 | FLOW TRADERS U.S. LLC | 32,934 | $1,558 | 0.1% | 1.1% | +116.2% |
| 5 | STIFEL FINANCIAL CORP | 29,971 | $1.4M | 0.0% | 1% | +3.4% |
| 6 | ROYAL BANK OF CANADA | 28,355 | $1.3M | 0.0% | 1% | -0.8% |
| 7 | LPL Financial LLC | 28,129 | $1.3M | 0.0% | 1% | -3.2% |
| 8 | ALTFEST L J & CO INC | 23,244 | $1.1M | 0.1% | 0.8% | +16.8% |
| 9 | FRANKLIN RESOURCES INC | 21,925 | $1.0M | 0.0% | 0.7% | 0.0% |
| 10 | Perigon Wealth Management, LLC | 14,906 | $705,081 | 0.0% | 0.5% | -3.1% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 12,749 | $595,065 | 0.0% | 0.4% | +65.3% |
| 12 | US BANCORP \DE\ | 11,900 | $562,885 | 0.0% | 0.4% | 0.0% |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLC | 11,250 | $532,140 | 0.0% | 0.4% | +0.2% |
| 14 | CITADEL ADVISORS LLC | 9,377 | $443,544 | 0.0% | 0.3% | +22.4% |
| 15 | National Philanthropic Trust | 8,868 | $419,468 | 0.0% | 0.3% | +2.2% |
| 16 | Cerity Partners LLC | 8,272 | $391,295 | 0.0% | 0.3% | 0.0% |
| 17 | NATURAL INVESTMENTS, LLC | 8,188 | $387 | 0.1% | 0.3% | +0.4% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,047 | $380,634 | 0.0% | 0.3% | -79.7% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 7,752 | $366,689 | 0.0% | 0.3% | -7.9% |
| 20 | KCM INVESTMENT ADVISORS LLC | 7,688 | $363,659 | 0.0% | 0.3% | +0.5% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,260 | $337,582 | 0.0% | 0.2% | 0.0% |
| 22 | RAYMOND JAMES FINANCIAL INC | 6,855 | $324,268 | 0.0% | 0.2% | -11.5% |
| 23 | WELLS FARGO & COMPANY/MN | 6,089 | $288,002 | 0.0% | 0.2% | -9.5% |
| 24 | Cetera Investment Advisers | 5,825 | $275,549 | 0.0% | 0.2% | -25.7% |
| 25 | PFG Investments, LLC | 5,708 | $269,987 | 0.0% | 0.2% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.