Who owns ERTH?
Invesco MSCI Sustainable Future ETF · Invesco
80 institutions reported holding ERTH, worth $29.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ERTH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $4.4M | 92,002 | −3,192 shares |
| Bank of America Corp. | Charlotte, NC | $3.4M | 71,306 | +4,876 shares |
| Morgan Stanley | New York, NY | $3.1M | 65,593 | −2,769 shares |
| Flow Traders U.S. LLC | New York, NY | $1.6M | 32,934 | +17,700 shares |
| Stifel Financial Corp. | St. Louis, MO | $1.4M | 29,971 | +975 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.3M | 28,355 | −226 shares |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 28,129 | −935 shares |
| Altfest L J & Co Inc. | New York, NY | $1.1M | 23,244 | +3,336 shares |
| Franklin Resources Inc. | San Mateo, CA | $1.0M | 21,925 | No change |
| Perigon Wealth Management, LLC | San Francisco, CA | $705K | 14,906 | −477 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ERTH?
80 institutional managers reported holding ERTH in Form 13F filings for June 30, 2026, worth $29.0M in total. The largest reported position was held by UBS Group AG, at $4.4M.
Did institutions buy or sell ERTH last quarter?
Reported 13F value fell 4.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ERTH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.