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Invesco Msci Sustainable FUT (ERTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares29,018 from 28,129
Change+889 (+3%)
Value$1.2M (-$101.5K)
Filed 2026-11-06
Altfest L J & Co Inc
INCREASED
Shares26,021 from 23,244
Change+2,777 (+12%)
Value$1.1M (+$2.6K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares14,738 from 14,906
Change-168 (-1%)
Value$624.2K (-$80.9K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares12,700 from 11,900
Change+800 (+7%)
Value$537.9K (-$25.0K)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares7,622 from 7,688
Change-66 (-1%)
Value$322.8K (-$40.8K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares7,321 from 7,752
Change-431 (-6%)
Value$310.1K (-$56.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$304.8K (-$32.8K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares4,941 from 4,888
Change+53 (+1%)
Value$209.3K (-$22.0K)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares3,556 from 3,556
Change0 (0%)
Value$150.6K (-$17.6K)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares1,481 from 1,475
Change+6 (+0%)
Value$62.7K (-$7.1K)
Filed 2026-10-29
AlphaCore Capital LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$55.3K (-$6.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares1,123 from 233
Change+890 (+382%)
Value$47.6K (+$36.5K)
Filed 2026-10-08
Signature Equity Partners, LLC
NEW
Shares1,054
Change+1,054
Value$44.6K
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$44.9K ($0)
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$36.8K (-$4.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$24.9K (-$2.9K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$20.8K (-$2.4K)
Filed 2026-10-05
Hoertkorn Richard Charles
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$19.0K (-$2.2K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares345
Change+345
Value$14.6K
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.6K (-$1.5K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$9 (-$2)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$9.4K (-$1.1K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.5K (-$990)
Filed 2026-10-21
Rossby Financial, LCC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$6.8K (-$797)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.5K (+$5.5K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.2K (-$495)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.5K (-$178)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (-$173)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$847 (-$99)
Filed 2026-10-23
Natural Investments, LLC
CLOSED
Shares0 from 8,188
Change-8,188 (-100%)
Value$0 (-$387.0K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-15
Blue Trust, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$143)
Filed 2026-10-15
UBS Group AG
N/A
Shares— from 92,002
Change-92,002 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 71,306
Change-71,306 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 65,593
Change-65,593 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,934
Change-32,934 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,971
Change-29,971 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,355
Change-28,355 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 21,925
Change-21,925 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,749
Change-12,749 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 631
Change-631 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 308
Change-308 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 166
Change-166 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 58
Change-58 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 10
Change-10 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
LPL Financial LLC
INCREASED29,01828,129+889+3%$1.3M$1.2M-$101.5K2026-11-06
Altfest L J & Co Inc
INCREASED26,02123,244+2,777+12%$1.1M$1.1M+$2.6K2026-10-27
Perigon Wealth Management, LLC
DECREASED14,73814,906-168-1%$705.1K$624.2K-$80.9K2026-10-22
US Bancorp \de\
INCREASED12,70011,900+800+7%$562.9K$537.9K-$25.0K2026-11-05
KCM Investment Advisors LLC
DECREASED7,6227,688-66-1%$363.7K$322.8K-$40.8K2026-10-27
Commonwealth Equity Services, LLC
DECREASED7,3217,752-431-6%$366.7K$310.1K-$56.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED7,2607,26000%$337.6K$304.8K-$32.8K2026-10-13
Kestra Advisory Services, LLC
INCREASED4,9414,888+53+1%$231.2K$209.3K-$22.0K2026-11-02
Albion Financial Group
UNCHANGED3,5563,55600%$168.2K$150.6K-$17.6K2026-10-21
Townsend Asset Management Corp
INCREASED1,4811,475+6+0%$69.8K$62.7K-$7.1K2026-10-29
AlphaCore Capital LLC
UNCHANGED1,3061,30600%$61.8K$55.3K-$6.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED1,123233+890+382%$11.0K$47.6K+$36.5K2026-10-08
Signature Equity Partners, LLC
NEW1,054—+1,054——$44.6K—2026-10-29
Allworth Financial LP
UNCHANGED95095000%$44.9K$44.9K$02026-11-06
Indiana Trust & Investment Management Co
UNCHANGED87087000%$41.2K$36.8K-$4.3K2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED58758700%$27.8K$24.9K-$2.9K2026-11-06
Eastern Bank
UNCHANGED49049000%$23.2K$20.8K-$2.4K2026-10-05
Hoertkorn Richard Charles
UNCHANGED44844800%$21.2K$19.0K-$2.2K2026-11-04
Ascentis Independent Advisors
NEW345—+345——$14.6K—2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED30030000%$14.1K$12.6K-$1.5K2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED22422400%$11$9-$22026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED22322300%$10.5K$9.4K-$1.1K2026-11-03
Piscataqua Savings Bank
UNCHANGED20020000%$9.5K$8.5K-$9902026-10-21
Rossby Financial, LCC
UNCHANGED16116100%$7.6K$6.8K-$7972026-11-05
Hanson & Doremus Investment Management
UNCHANGED14014000%$7$6-$12026-10-16
Coston, McIsaac & Partners
UNCHANGED13013000%$6$5.5K+$5.5K2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED10010000%$4.7K$4.2K-$4952026-11-04
Golden State Wealth Management, LLC
UNCHANGED363600%$1.7K$1.5K-$1782026-11-02
Valley National Advisers Inc
UNCHANGED353500%$1.7K$1.5K-$1732026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED202000%$946$847-$992026-10-23
Natural Investments, LLC
CLOSED08,188-8,188-100%$387.0K$0-$387.0K2026-11-06
Moss Adams Wealth Advisors LLC
CLOSED04,700-4,700-100%$222.3K$0-$222.3K2026-10-28
LifeSteps Financial, Inc.
CLOSED0373-373-100%$17.6K$0-$17.6K2026-10-15
AdvisorNet Financial, Inc
CLOSED0115-115-100%$5.4K$0-$5.4K2026-10-15
Blue Trust, Inc.
CLOSED03-3-100%$143$0-$1432026-10-15
UBS Group AG
N/A—92,002-92,002-100%$4.4M———
Bank of America Corp
N/A—71,306-71,306-100%$3.4M———
Morgan Stanley
N/A—65,593-65,593-100%$3.1M———
Flow Traders U.S. LLC
N/A—32,934-32,934-100%$1.6M———
Stifel Financial Corp
N/A—29,971-29,971-100%$1.4M———
Royal Bank of Canada
N/A—28,355-28,355-100%$1.3M———
Franklin Resources Inc
N/A—21,925-21,925-100%$1.0M———
Jones Financial Companies Lllp
N/A—12,749-12,749-100%$595.1K———
Moneta Group Investment Advisors LLC
N/A—11,250-11,250-100%$532.1K———
Citadel Advisors LLC
N/A—9,377-9,377-100%$443.5K———
National Philanthropic Trust
N/A—8,868-8,868-100%$419.5K———
Cerity Partners LLC
N/A—8,272-8,272-100%$391.3K———
Susquehanna International Group, LLP
N/A—8,047-8,047-100%$380.6K———
Raymond James Financial Inc
N/A—6,855-6,855-100%$324.3K———
Wells Fargo & Company
N/A—6,089-6,089-100%$288.0K———
Cetera Investment Advisers
N/A—5,825-5,825-100%$275.5K———
PFG Investments, LLC
N/A—5,708-5,708-100%$270.0K———
JPMorgan Chase & Co
N/A—5,275-5,275-100%$248.4K———
Jane Street Group, LLC
N/A—5,217-5,217-100%$246.8K———
AQR Capital Management LLC
N/A—5,185-5,185-100%$245.3K———
Mariner, LLC
N/A—5,049-5,049-100%$238.8K———
National Bank of Canada
N/A—4,988-4,988-100%$235.3K———
Envestnet Asset Management Inc
N/A—4,728-4,728-100%$223.6K———
Ameriprise Financial Inc
N/A—4,447-4,447-100%$210.4K———
Osaic Holdings, Inc.
N/A—4,130-4,130-100%$195.5K———
Millstone Evans Group, LLC
N/A—3,850-3,850-100%$182.1K———
Banque Transatlantique SA
N/A—2,360-2,360-100%$111.7K———
WealthCollab, LLC
N/A—2,238-2,238-100%$105.9K———
FMR LLC
N/A—1,671-1,671-100%$79.1K———
Bank of Montreal
N/A—1,345-1,345-100%$63.6K———
Sankala Group LLC
N/A—1,204-1,204-100%$56.1K———
HM Payson & Co
N/A—1,019-1,019-100%$48.2K———
Howe & Rusling Inc
N/A—631-631-100%$29.8K———
Harbour Investments, Inc.
N/A—510-510-100%$24.1K———
Geneos Wealth Management Inc.
N/A—427-427-100%$20.2K———
Glenmede Trust Co NA
N/A—308-308-100%$14.6K———
McMillan Office, Inc.
N/A—245-245-100%$11.6K———
Federation des caisses Desjardins du Quebec
N/A—166-166-100%$7.9K———
Aptus Capital Advisors, LLC
N/A—154-154-100%$7.3K———
Capital Analysts, LLC
N/A—148-148-100%$7.0K———
Basepoint Wealth LLC
N/A—98-98-100%$4.6K———
Hollencrest Capital Management
N/A—58-58-100%$2.7K———
Smartleaf Asset Management LLC
N/A—50-50-100%$2.4K———
Rockefeller Capital Management L.P.
N/A—10-10-100%$473———
Raelipskie Partnership
N/A—10-10-100%$473———
SHP Wealth Management
N/A—9-9-100%$426———
Showing 81 of 81 institutions