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Invesco Global Clean Energy ETF

80 hedge funds and large institutions have $56.7M invested in Invesco Global Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% less funds holding

Funds holding: 8880 (-8)

16.71% less ownership

Funds ownership: 34.47%17.76% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

51% less capital invested

Capital invested by funds: $116M → $56.7M (-$59.5M)

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$407K +$12.5K +538 +3%
Creative Planning
27
Creative Planning
Kansas
$395K -$45.3K -1,952 -11%
NA
28
NewEdge Advisors
Louisiana
$392K +$53.1K +2,288 +17%
FTUS
29
Flow Traders U.S.
New York
$386K -$485K -20,866 -57%
JP Morgan Chase
30
JP Morgan Chase
New York
$378K -$43.7M -1,880,531 -99%
CB
31
Commerce Bank
Missouri
$357K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$349K -$81.4K -3,504 -20%
HCM
33
Howland Capital Management
Massachusetts
$348K
RPCA
34
Running Point Capital Advisors
California
$309K
BRWA
35
B. Riley Wealth Advisors
Florida
$303K -$2.93K -126 -1%
PFA
36
Pettinga Financial Advisors
Indiana
$299K +$280K +12,050 New
PSUF
37
People's United Financial
Connecticut
$289K +$21.6K +931 +9%
Jane Street
38
Jane Street
New York
$228K -$5.38M -231,782 -96%
US Bancorp
39
US Bancorp
Minnesota
$207K -$10.5K -450 -5%
SWA
40
SOA Wealth Advisors
New York
$205K +$116 +5 +0.1%
PGAM
41
Princeton Global Asset Management
New Jersey
$144K +$8.34K +359 +7%
SW
42
SVB Wealth
Massachusetts
$108K
EDRH
43
Edmond de Rothschild Holding
Switzerland
$100K
SPIA
44
Steward Partners Investment Advisory
New York
$64K +$19.4K +836 +47%
Citigroup
45
Citigroup
New York
$59K +$41.6K +1,792 +299%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$57K
WT
47
Whittier Trust
California
$50K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6K +$10.6K +455 +32%
Optiver Holding
49
Optiver Holding
Netherlands
$43K -$388K -16,690 -91%
LF
50
Lee Financial
Texas
$41K -$10.8K -467 -22%

PBD Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2022, worth a combined $56.7M — down 51% from $116M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBD and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Mercer Global Advisors, adding an estimated $2.1M. The largest seller was JP Morgan Chase, cutting an estimated $43.7M.

  • 80 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2022, down from 88 in Q4 2021.
  • Funds reported $56.7M of Invesco Global Clean Energy ETF stock for Q1 2022, down 51% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2022 was JP Morgan Chase, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2022.