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Invesco Global Clean Energy ETF
PBD

75 hedge funds and large institutions have $42.3M invested in Invesco Global Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.69% more ownership

Funds ownership: 17.76% → 18.45% (+0.69%)

6% less funds holding

Funds holding: 80 → 75 (-5)

25% less capital invested

Capital invested by funds: $56.7M → $42.3M (-$14.5M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$667K
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$394K
3
B
Bailard
California
+$300K
4
UBS Group
UBS Group
Switzerland
+$297K
5
M&T Bank
M&T Bank
New York
+$274K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$861K
2
FTUS
Flow Traders U.S.
New York
-$386K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$349K
4
GVAG
Great Valley Advisor Group
Delaware
-$243K
5
Jane Street
Jane Street
New York
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$364K +$72.5K +3,348 +22%
NA
27
NewEdge Advisors
Louisiana
$361K +$56.9K +2,627 +17%
PFA
28
Pettinga Financial Advisors
Indiana
$322K +$94.7K +4,376 +36%
Creative Planning
29
Creative Planning
Kansas
$297K -$17.3K -799 -5%
CB
30
Commerce Bank
Missouri
$282K – – –
HCM
31
Howland Capital Management
Massachusetts
$275K – – –
B
32
Bailard
California
$272K +$300K +13,854 New
RPCA
33
Running Point Capital Advisors
California
$244K – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$240K +$498 +23 +0.2%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$237K -$93.3K -4,310 -26%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$200K +$220K +10,183 New
SWA
37
SOA Wealth Advisors
New York
$162K +$108 +5 +0.1%
US Bancorp
38
US Bancorp
Minnesota
$149K -$16.3K -755 -9%
PGAM
39
Princeton Global Asset Management
New Jersey
$121K +$8.05K +372 +6%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$79K – – –
AF
41
Allworth Financial
California
$72K +$79.1K +3,653 New
TWI
42
Thomas White International
Illinois
$65K +$53.3K +2,464 +281%
SPIA
43
Steward Partners Investment Advisory
New York
$51K – – –
Citigroup
44
Citigroup
New York
$47K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$45K – – –
WT
46
Whittier Trust
California
$40K – – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8K – – –
ADL
48
Asset Dedication LLC
California
$31K – – –
LFG
49
Larson Financial Group
Missouri
$28K +$173 +8 +0.6%
CA
50
Clearstead Advisors
Ohio
$28K +$11.3K +520 +58%
1
2
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PBD Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2022, worth a combined $42.3M — down 25% from $56.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBD and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was Citadel Advisors, adding an estimated $667K. The largest seller was LPL Financial, cutting an estimated $861K.

  • 75 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2022, down from 80 in Q1 2022.
  • Funds reported $42.3M of Invesco Global Clean Energy ETF stock for Q2 2022, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2022 was Citadel Advisors, an estimated $667K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2022 was LPL Financial, an estimated $861K sold.

Based on aggregated 13F filings for Q2 2022.