Who Owns INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH)? -- Institutional Holders (2026-03-31)
93 institutions reported holding $30.4M of INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH) in SEC 13F filings for 2026-03-31. Largest institutional holders: UBS Group AG ($4.5M), MORGAN STANLEY ($3.2M), BANK OF AMERICA CORP /DE/ ($3.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.9M), LPL Financial LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $4.5M | 95,194 | Trimmed |
| 2 | MORGAN STANLEY | $3.2M | 68,362 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $3.1M | 66,430 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 39,660 | Added |
| 5 | LPL Financial LLC | $1.4M | 29,064 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $1.4M | 28,996 | Trimmed |
| 7 | Royal Bank of Canada | $1.4M | 28,581 | Added |
| 8 | JANE STREET GROUP, LLC | $1.1M | 22,615 | Trimmed |
| 9 | FRANKLIN RESOURCES INC | $1.0M | 21,925 | Hold |
| 10 | ALTFEST L J & CO INC | $943,862 | 19,908 | Added |
| 11 | Perigon Wealth Management, LLC | $729,316 | 15,383 | Trimmed |
| 12 | FLOW TRADERS U.S. LLC | $722,000 | 15,234 | Trimmed |
| 13 | US BANCORP \DE\ | $564,193 | 11,900 | Hold |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $532,428 | 11,230 | Added |
| 15 | National Philanthropic Trust | $411,197 | 8,673 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $399,025 | 8,416 | Added |
| 17 | Cerity Partners LLC | $392,087 | 8,270 | Hold |
| 18 | NATURAL INVESTMENTS, LLC | $386,000 | 8,158 | Trimmed |
| 19 | Cetera Investment Advisers | $371,614 | 7,838 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $367,145 | 7,744 | Added |
| 21 | CITADEL ADVISORS LLC | $363,265 | 7,662 | New |
| 22 | KCM INVESTMENT ADVISORS LLC | $362,778 | 7,652 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $354,388 | 7,713 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $344,263 | 7,260 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $333,336 | 7,031 | Added |
Source: SEC Form 13F filings · as of 2026-03-31