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Invesco Global Clean Energy ETF
PBD

86 hedge funds and large institutions have $159M invested in Invesco Global Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

51% more capital invested

Capital invested by funds: $105M → $159M (+$53.4M)

14.76% more ownership

Funds ownership: 24.47% → 39.23% (+15%)

6% more funds holding

Funds holding: 81 → 86 (+5)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
8
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$64.5M
2
AIC
Ameritas Investment Company
Nebraska
+$3.03M
3
HT
HAP Trading
New York
+$2.86M
4
MFS
Mirabella Financial Services
United Kingdom
+$2.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.66M
2
LPL Financial
LPL Financial
California
-$2.66M
3
Stifel Financial
Stifel Financial
Missouri
-$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$945K
5
Wells Fargo
Wells Fargo
California
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$748K – – –
EDRH
27
Edmond de Rothschild Holding
Switzerland
$735K +$773K +26,350 New
Stifel Financial
28
Stifel Financial
Missouri
$601K -$1.69M -57,679 -73%
Creative Planning
29
Creative Planning
Kansas
$499K +$140K +4,786 +37%
Optiver Holding
30
Optiver Holding
Netherlands
$463K +$487K +16,624 New
FAIM
31
Financial Advocates Investment Management
Washington
$426K -$160K -5,453 -26%
CB
32
Commerce Bank
Missouri
$401K – – –
IWM
33
IHT Wealth Management
Illinois
$396K +$51.5K +1,756 +14%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$393K +$23.5K +800 +6%
HCM
35
Howland Capital Management
Massachusetts
$392K – – –
IFG
36
Independent Financial Group
California
$367K +$19.8K +674 +5%
RPCA
37
Running Point Capital Advisors
California
$348K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$309K -$3.66M -124,924 -92%
PSUF
39
People's United Financial
Connecticut
$296K – – –
FTUS
40
Flow Traders U.S.
New York
$271K +$285K +9,730 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$255K -$366K -12,491 -58%
US Bancorp
42
US Bancorp
Minnesota
$245K – – –
SWA
43
SOA Wealth Advisors
New York
$230K +$117 +4 +0%
NFG
44
Next Financial Group
Texas
$229K -$41.6K -1,417 -15%
KAS
45
Kestra Advisory Services
Texas
$220K +$381 +13 +0.2%
PGAM
46
Princeton Global Asset Management
New Jersey
$154K +$3.72K +127 +2%
SW
47
SVB Wealth
Massachusetts
$121K – – –
TWI
48
Thomas White International
Illinois
$115K +$381 +13 +0.3%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$78K +$82.5K +2,813 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$64K – – –
1
2
3 4

PBD Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2021, worth a combined $159M — up 51% from $105M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBD positions and 8 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $64.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.66M.

  • 86 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $159M of Invesco Global Clean Energy ETF stock for Q3 2021, up 51% quarter-over-quarter.
  • 14 funds opened new Invesco Global Clean Energy ETF positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $64.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2021.