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Invesco Global Clean Energy ETF
PBD

79 hedge funds and large institutions have $106M invested in Invesco Global Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $62.6M → $106M (+$43.3M)

23% more funds holding

Funds holding: 64 → 79 (+15)

7.5% more ownership

Funds ownership: 17.34% → 24.85% (+7.5%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$7.04M
3
LPL Financial
LPL Financial
California
+$5.32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.17M
5
Wells Fargo
Wells Fargo
California
+$4.92M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
2
SFS
Sowell Financial Services
Arkansas
-$1.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.21M
4
MCM
Mainstay Capital Management
Michigan
-$1.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$651K -$221K -6,178 -23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$578K +$646K +18,063 New
Millennium Management
28
Millennium Management
New York
$550K +$615K +17,200 New
Creative Planning
29
Creative Planning
Kansas
$534K +$5.22K +146 +0.9%
PAG
30
Private Advisor Group
New Jersey
$485K +$543K +15,164 New
CB
31
Commerce Bank
Missouri
$460K – – –
HCM
32
Howland Capital Management
Massachusetts
$450K – – –
FAIM
33
Financial Advocates Investment Management
Washington
$445K +$497K +13,898 New
RPCA
34
Running Point Capital Advisors
California
$399K – – –
JMPWA
35
JP Morgan Private Wealth Advisors
California
$398K +$93.9K +2,625 +27%
NFG
36
Next Financial Group
Texas
$398K +$445K +12,449 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$390K +$436K +12,179 New
Citadel Advisors
38
Citadel Advisors
Florida
$366K -$1.21M -33,772 -75%
PSUF
39
People's United Financial
Connecticut
$340K -$3K -84 -0.8%
IFG
40
Independent Financial Group
California
$303K +$339K +9,481 New
US Bancorp
41
US Bancorp
Minnesota
$282K – – –
SWA
42
SOA Wealth Advisors
New York
$264K – – –
KAS
43
Kestra Advisory Services
Texas
$243K +$271K +7,579 New
CAN
44
Claraphi Advisory Network
United States
$202K +$226K +6,312 New
PGAM
45
Princeton Global Asset Management
New Jersey
$173K +$12.6K +353 +7%
SW
46
SVB Wealth
Massachusetts
$139K – – –
TWI
47
Thomas White International
Illinois
$109K +$7.98K +223 +7%
JCM
48
Jacobi Capital Management
Pennsylvania
$78K -$3.58K -100 -4%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$73K -$118K -3,300 -59%
WT
50
Whittier Trust
California
$65K – – –
1
2
3 4

PBD Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2021, worth a combined $106M — up 69% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PBD positions and 9 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.

  • 79 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2021, up from 64 in Q4 2020.
  • Funds reported $106M of Invesco Global Clean Energy ETF stock for Q1 2021, up 69% quarter-over-quarter.
  • 25 funds opened new Invesco Global Clean Energy ETF positions in Q1 2021 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2021.