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Invesco Global Clean Energy ETF
PBD

64 hedge funds and large institutions have $62.6M invested in Invesco Global Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

131% more capital invested

Capital invested by funds: $27.1M → $62.6M (+$35.6M)

31% more funds holding

Funds holding: 49 → 64 (+15)

4.97% less ownership

Funds ownership: 22.31% → 17.34% (-5%)

Holders
64
Holders Change
+15
Holders Change %
+30.61%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.61M
3
Ameriprise
Ameriprise
Minnesota
+$1.9M
4
LPL Financial
LPL Financial
California
+$1.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.03M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$265K
4
Jane Street
Jane Street
New York
-$66.8K
5
PGAM
Princeton Global Asset Management
New Jersey
-$47.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Commerce Bank
Missouri
$500K – – –
HCM
27
Howland Capital Management
Massachusetts
$488K – – –
RPCA
28
Running Point Capital Advisors
California
$433K +$343K +12,470 New
PSUF
29
People's United Financial
Connecticut
$372K +$10.9K +395 +4%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$341K – – –
SWA
31
SOA Wealth Advisors
New York
$324K +$227K +8,253 New
US Bancorp
32
US Bancorp
Minnesota
$306K -$5.45K -198 -2%
EH
33
Equitable Holdings
New York
$229K +$181K +6,592 New
TA
34
Tiedemann Advisors
New York
$213K +$169K +6,125 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$194K +$146K +5,291 +1,764%
PGAM
36
Princeton Global Asset Management
New Jersey
$176K -$47.8K -1,738 -26%
SW
37
SVB Wealth
Massachusetts
$151K +$120K +4,360 New
TWI
38
Thomas White International
Illinois
$111K -$18.3K -666 -17%
JCM
39
Jacobi Capital Management
Pennsylvania
$88K +$70.1K +2,546 New
OIM
40
Oder Investment Management
California
$71K +$56.4K +2,048 New
WT
41
Whittier Trust
California
$70K – – –
ADL
42
Asset Dedication LLC
California
$69K +$40.5K +1,471 +285%
AP
43
Advisors Preferred
Maryland
$66K +$50.8K +1,846 New
SPIA
44
Steward Partners Investment Advisory
New York
$49K +$13.8K +500 +54%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K – – –
RCA
46
Ranch Capital Advisors
Florida
$36K – – –
IF
47
Ironwood Financial
Arizona
$33K +$26.5K +961 New
MPCG
48
Matrix Private Capital Group
New York
$18K +$14.4K +524 New
ASN
49
Advisory Services Network
Georgia
$17K – – –
BFC
50
Bedel Financial Consulting
Indiana
$15K – – –
1
2
3

PBD Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2020, worth a combined $62.6M — up 131% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBD positions and 4 closed out — a net gain of 15 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $5.65M. The largest seller was Susquehanna International Group, cutting an estimated $1.66M.

  • 64 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $62.6M of Invesco Global Clean Energy ETF stock for Q4 2020, up 131% quarter-over-quarter.
  • 19 funds opened new Invesco Global Clean Energy ETF positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $5.65M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2020.