We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

54 hedge funds and large institutions have $13.2M invested in Invesco Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $12.2M → $13.2M (+$1.03M)

4.6% more ownership

Funds ownership: 21.65% → 26.25% (+4.6%)

4% more funds holding

Funds holding: 52 → 54 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.1M
2
Jane Street
Jane Street
New York
+$1.16M
3
Ameriprise
Ameriprise
Minnesota
+$958K
4
Morgan Stanley
Morgan Stanley
New York
+$318K
5
IWAG
Integer Wealth Advisors Group
Georgia
+$286K

Top Sellers

Rank Fund Capital Flow
1
AP
Advisors Preferred
Maryland
-$344K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$288K
3
Bank of America
Bank of America
North Carolina
-$189K
4
UBS Group
UBS Group
Switzerland
-$179K
5
BF
BOK Financial
Oklahoma
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
26
Winslow Evans & Crocker
Massachusetts
$132K +$163K +11,394 New
PSUF
27
People's United Financial
Connecticut
$125K -$4.5K -314 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$123K +$83.8K +5,845 +127%
US Bancorp
29
US Bancorp
Minnesota
$104K – – –
AA
30
Advisory Alpha
Michigan
$43K -$10.5K -735 -18%
AP
31
Advisors Preferred
Maryland
$31K -$344K -24,016 -90%
WT
32
Whittier Trust
California
$23K – – –
CAN
33
Claraphi Advisory Network
United States
$23K +$27.9K +1,948 New
PGAM
34
Princeton Global Asset Management
New Jersey
$20K +$25.1K +1,750 New
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$11K +$315 +22 +2%
HPC
38
HM Payson & Co
Maine
$9K -$2.72K -190 -20%
CYG
39
Clean Yield Group
Vermont
$7K – – –
ASN
40
Advisory Services Network
Georgia
$6K – – –
ADL
41
Asset Dedication LLC
California
$6K – – –
BFC
42
Bedel Financial Consulting
Indiana
$5K – – –
QAM
43
QCI Asset Management
New York
$5K – – –
APA
44
American Portfolios Advisors
New York
$4.63K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$4K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3K -$11.5K -800 -73%
SFS
47
Sowell Financial Services
Arkansas
$3K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$2K -$51.6K -3,601 -95%
CIAS
49
Capital Investment Advisory Services
North Carolina
$2K – – –
FMP
50
Financial Management Professionals
Texas
$2K – – –
1
2
3

PBD Hedge Fund Activity: Q1 2020 in Review

54 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2020, worth a combined $13.2M — up 8.4% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBD positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.1M. The largest seller was Advisors Preferred, cutting an estimated $344K.

  • 54 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2020, up from 52 in Q4 2019.
  • Funds reported $13.2M of Invesco Global Clean Energy ETF stock for Q1 2020, up 8.4% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2020 was LPL Financial, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2020 was Advisors Preferred, an estimated $344K sold.

Based on aggregated 13F filings for Q1 2020.