INVESCO MSCI SUSTAINABLE FUT (ERTH) Institutional Shareholders
INVESCO MSCI SUSTAINABLE FUT (ERTH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $28.86M in ERTH holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of ERTH tracked by InsiderSet, reporting ownership valued at approximately $4.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.49M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ERTH value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO MSCI SUSTAINABLE FUT (ERTH).
This page ranks the largest institutional ERTH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$28.86M
Largest Holder
Ubs Group Ag
Largest Position
$4.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 95,194 | $4,513,242 | $4,490,929 | -$22,313 | -0.49% | |
| Morgan Stanley | 0.00% | 68,362 | $3,241,173 | $3,225,087 | -$16,086 | -0.50% | |
| Bank Of America Corp | 0.00% | 66,430 | $3,149,533 | $3,133,942 | -$15,591 | -0.50% | |
| Susquehanna International Group, Llp | 0.00% | 39,660 | $1,880,328 | $1,871,024 | -$9,304 | -0.49% | |
| Lpl Financial Llc | 0.00% | 29,064 | $1,377,981 | $1,371,141 | -$6,840 | -0.50% | |
| Stifel Financial Corp | 0.00% | 28,996 | $1,374,736 | $1,367,933 | -$6,803 | -0.49% | |
| Royal Bank Of Canada | 0.00% | 28,581 | $1,355,000 | $1,348,354 | -$6,646 | -0.49% | |
| Altfest L J & Co Inc | 0.11% | 23,244 | $1,099,477 | $1,096,573 | -$2,904 | -0.26% | |
| Jane Street Group, Llc | 0.00% | 22,615 | $1,072,204 | $1,066,899 | -$5,305 | -0.49% | |
| Franklin Resources Inc | 0.00% | 21,925 | $1,039,491 | $1,034,347 | -$5,144 | -0.49% | |
| Perigon Wealth Management, Llc | 0.01% | 15,383 | $729,316 | $725,718 | -$3,598 | -0.49% | |
| Us Bancorp \De\ | 0.00% | 11,900 | $564,193 | $561,402 | -$2,791 | -0.49% | |
| Moneta Group Investment Advisors Llc | 0.00% | 11,230 | $532,428 | $529,793 | -$2,635 | -0.49% | |
| Cerity Partners Llc | 0.00% | 8,270 | $392,087 | $390,150 | -$1,937 | -0.49% | |
| Cetera Investment Advisers | 0.00% | 7,838 | $371,614 | $369,770 | -$1,844 | -0.50% | |
| Raymond James Financial Inc | 0.00% | 7,744 | $367,145 | $365,336 | -$1,809 | -0.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,752 | $366,689 | $365,713 | -$976 | -0.27% | |
| Citadel Advisors Llc | 0.00% | 7,662 | $363,265 | $361,467 | -$1,798 | -0.49% | |
| Kcm Investment Advisors Llc | 0.01% | 7,652 | $362,778 | $360,995 | -$1,783 | -0.49% | |
| Jones Financial Companies Lllp | 0.00% | 7,713 | $354,388 | $363,873 | +$9,485 | +2.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,260 | $337,582 | $342,502 | +$4,920 | +1.46% | |
| Ameriprise Financial Inc | 0.00% | 6,962 | $330,072 | $328,443 | -$1,629 | -0.49% | |
| Wells Fargo & Company/Mn | 0.00% | 6,725 | $318,807 | $317,263 | -$1,544 | -0.48% | |
| National Bank Of Canada | 0.00% | 6,166 | $291,898 | $290,891 | -$1,007 | -0.35% | |
| Pfg Investments, Llc | 0.01% | 5,708 | $269,987 | $269,284 | -$703 | -0.26% | |
| Aqr Capital Management Llc | 0.00% | 5,185 | $245,839 | $244,611 | -$1,228 | -0.50% | |
| Mariner, Llc | 0.00% | 4,908 | $232,707 | $231,543 | -$1,164 | -0.50% | |
| Kestra Advisory Services, Llc | 0.00% | 4,888 | $231,218 | $230,599 | -$619 | -0.27% | |
| Envestnet Asset Management Inc | 0.00% | 4,728 | $223,647 | $223,051 | -$596 | -0.27% | |
| Moss Adams Wealth Advisors Llc | 0.01% | 4,700 | $222,317 | $221,730 | -$587 | -0.26% | |
| Millstone Evans Group, Llc | 0.11% | 3,950 | $187,274 | $186,348 | -$926 | -0.49% | |
| Osaic Holdings, Inc. | 0.00% | 3,870 | $183,542 | $182,573 | -$969 | -0.53% | |
| Albion Financial Group | 0.01% | 3,556 | $168,204 | $167,760 | -$444 | -0.26% | |
| Banque Transatlantique Sa | 0.00% | 2,360 | $111,678 | $111,337 | -$341 | -0.31% | |
| Wealthcollab, Llc | 0.04% | 2,238 | $106,107 | $105,581 | -$526 | -0.50% | |
| Whi Trust Co Llc | 0.07% | 1,842 | $87,331 | $86,899 | -$432 | -0.49% | |
| Fmr Llc | 0.00% | 1,502 | $71,197 | $70,859 | -$338 | -0.47% | |
| Townsend Asset Management Corp | 0.02% | 1,475 | $69,791 | $69,585 | -$206 | -0.29% | |
| Bank Of Montreal | 0.00% | 1,324 | $62,773 | $62,462 | -$311 | -0.50% | |
| Alphacore Capital Llc | 0.00% | 1,306 | $61,919 | $61,613 | -$306 | -0.49% | |
| Hm Payson & Co | 0.00% | 1,019 | $48,201 | $48,073 | -$128 | -0.27% | |
| Wealthshield Partners, Llc | 0.00% | 930 | $44,092 | $43,874 | -$218 | -0.49% | |
| Indiana Trust & Investment Management Co | 0.01% | 870 | $41,152 | $41,044 | -$108 | -0.26% | |
| Allworth Financial Lp | 0.00% | 850 | $40,300 | $40,100 | -$200 | -0.50% | |
| Cwm, Llc | 0.00% | 640 | $30,361 | $30,193 | -$168 | -0.55% | |
| Howe & Rusling Inc | 0.00% | 631 | $29,917 | $29,768 | -$149 | -0.50% | |
| Pnc Financial Services Group, Inc. | 0.00% | 587 | $27,830 | $27,693 | -$137 | -0.49% | |
| Harbour Investments, Inc. | 0.00% | 535 | $25,365 | $25,239 | -$126 | -0.49% | |
| Eastern Bank | 0.00% | 490 | $23,178 | $23,117 | -$61 | -0.27% | |
| Hoertkorn Richard Charles | 0.01% | 448 | $21,191 | $21,135 | -$56 | -0.26% |
Frequently asked questions about ERTH
Who owns the most ERTH stock?
The largest holders of ERTH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO MSCI SUSTAINABLE FUT (ERTH).
Is ERTH widely held by superinvestors?
Many widely followed stocks like ERTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ERTH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.