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Invesco Global Clean Energy ETF
PBD

88 hedge funds and large institutions have $116M invested in Invesco Global Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 86 → 88 (+2)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

4.75% less ownership

Funds ownership: 39.23% → 34.47% (-4.8%)

27% less capital invested

Capital invested by funds: $159M → $116M (-$42.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
21
Closed
19
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.01M
2
TCM
Tradewinds Capital Management
Washington
+$4.1M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
5
FTUS
Flow Traders U.S.
New York
+$776K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.85M
4
HT
HAP Trading
New York
-$2.72M
5
UBS Group
UBS Group
Switzerland
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$500K +$99.4K +3,419 +22%
Creative Planning
27
Creative Planning
Kansas
$480K +$29 +1 +0%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$471K +$511K +17,572 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$426K +$52.2K +1,795 +13%
IWM
30
IHT Wealth Management
Illinois
$406K +$27.7K +952 +7%
CB
31
Commerce Bank
Missouri
$386K – – –
HCM
32
Howland Capital Management
Massachusetts
$377K – – –
NA
33
NewEdge Advisors
Louisiana
$362K +$393K +13,519 New
RPCA
34
Running Point Capital Advisors
California
$335K – – –
LHWM
35
Lake Hills Wealth Management
Texas
$334K +$362K +12,457 New
BRWA
36
B. Riley Wealth Advisors
Florida
$331K -$421K -14,480 -54%
PSUF
37
People's United Financial
Connecticut
$288K +$2.91K +100 +0.9%
SEA
38
Stegent Equity Advisors
Texas
$283K +$308K +10,581 New
US Bancorp
39
US Bancorp
Minnesota
$236K – – –
PAG
40
Private Advisor Group
New Jersey
$222K -$553K -19,016 -70%
SWA
41
SOA Wealth Advisors
New York
$222K +$116 +4 +0%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$205K -$100K -3,448 -31%
KAS
43
Kestra Advisory Services
Texas
$201K -$11.3K -389 -5%
PGAM
44
Princeton Global Asset Management
New Jersey
$146K -$2.67K -92 -2%
SW
45
SVB Wealth
Massachusetts
$116K – – –
EDRH
46
Edmond de Rothschild Holding
Switzerland
$109K -$648K -22,300 -85%
TSWM
47
Tyler-Stone Wealth Management
Ohio
$74K +$79.8K +2,745 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$61K – – –
LF
49
Lee Financial
Texas
$57K +$61.8K +2,126 New
WT
50
Whittier Trust
California
$54K – – –
1
2
3 4 5

PBD Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2021, worth a combined $116M — down 27% from $159M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBD positions and 19 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.01M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 88 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $116M of Invesco Global Clean Energy ETF stock for Q4 2021, down 27% quarter-over-quarter.
  • 22 funds opened new Invesco Global Clean Energy ETF positions in Q4 2021 and 19 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2021 was Jane Street, an estimated $7.01M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2021 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2021.