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Invesco Global Clean Energy ETF
PBD

81 hedge funds and large institutions have $105M invested in Invesco Global Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 79 → 81 (+2)

0.38% less ownership

Funds ownership: 24.85% → 24.47% (-0.38%)

1% less capital invested

Capital invested by funds: $106M → $105M (-$758K)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
23
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.06M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.71M
3
LPL Financial
LPL Financial
California
+$824K
4
Truist Financial
Truist Financial
North Carolina
+$557K
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$544K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.76M
2
Morgan Stanley
Morgan Stanley
New York
-$2.12M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.96M
4
Ameriprise
Ameriprise
Minnesota
-$852K
5
AIC
Ameritas Investment Company
Nebraska
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$640K +$203K +6,764 +49%
BBVA
27
Banco Bilbao Vizcaya Argentaria
Spain
$563K +$544K +18,157 New
CB
28
Commerce Bank
Missouri
$446K – – –
HCM
29
Howland Capital Management
Massachusetts
$435K – – –
JMPWA
30
JP Morgan Private Wealth Advisors
California
$411K +$25.5K +850 +7%
Creative Planning
31
Creative Planning
Kansas
$406K -$108K -3,588 -21%
IFG
32
Independent Financial Group
California
$387K +$90.5K +3,021 +32%
RPCA
33
Running Point Capital Advisors
California
$386K – – –
IWM
34
IHT Wealth Management
Illinois
$385K +$373K +12,433 New
PSUF
35
People's United Financial
Connecticut
$329K – – –
NFG
36
Next Financial Group
Texas
$299K -$83.9K -2,801 -22%
US Bancorp
37
US Bancorp
Minnesota
$273K – – –
SWA
38
SOA Wealth Advisors
New York
$255K – – –
KAS
39
Kestra Advisory Services
Texas
$244K +$8.45K +282 +4%
SCM
40
Seascape Capital Management
New Hampshire
$203K +$196K +6,550 New
AFP
41
Ausdal Financial Partners
Iowa
$203K +$196K +6,554 New
MML Investors Services
42
MML Investors Services
Massachusetts
$200K +$193K +6,456 New
PGAM
43
Princeton Global Asset Management
New Jersey
$167K – – –
SW
44
SVB Wealth
Massachusetts
$135K – – –
TWI
45
Thomas White International
Illinois
$128K +$21.3K +711 +21%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$71K – – –
WT
47
Whittier Trust
California
$63K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$53K +$14.7K +490 +40%
ASN
49
Advisory Services Network
Georgia
$51K +$49.6K +1,654 New
ADL
50
Asset Dedication LLC
California
$49K – – –
1
2
3 4

PBD Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2021, worth a combined $105M — down 0.72% from $106M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBD positions and 14 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.06M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.76M sold.

  • 81 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $105M of Invesco Global Clean Energy ETF stock for Q2 2021, down 0.72% quarter-over-quarter.
  • 17 funds opened new Invesco Global Clean Energy ETF positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $5.06M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2021 was Flow Traders U.S., an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2021.