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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $46.4M invested in Invesco Global Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $42.3M → $46.4M (+$4.11M)

3.03% more ownership

Funds ownership: 18.45% → 21.48% (+3%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 75 → 74 (-1)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M
3
PFO
Pathstone Family Office
New Jersey
+$1.01M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$391K
5
Morgan Stanley
Morgan Stanley
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$2.43M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$565K
4
HT
HAP Trading
New York
-$513K
5
NA
NewEdge Advisors
Louisiana
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$353K – – –
BBVA
27
Banco Bilbao Vizcaya Argentaria
Spain
$340K +$391K +17,860 New
PFA
28
Pettinga Financial Advisors
Indiana
$308K -$6.02K -275 -2%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$291K +$69.4K +3,170 +26%
M&T Bank
30
M&T Bank
New York
$282K +$47.2K +2,158 +17%
CB
31
Commerce Bank
Missouri
$274K – – –
HCM
32
Howland Capital Management
Massachusetts
$268K – – –
Creative Planning
33
Creative Planning
Kansas
$266K -$26.2K -1,197 -8%
B
34
Bailard
California
$264K – – –
RPCA
35
Running Point Capital Advisors
California
$238K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$237K +$4K +183 +1%
Citigroup
37
Citigroup
New York
$176K +$150K +6,840 +286%
SWA
38
SOA Wealth Advisors
New York
$158K +$460 +21 +0.3%
US Bancorp
39
US Bancorp
Minnesota
$145K – – –
PGAM
40
Princeton Global Asset Management
New Jersey
$119K +$1.05K +48 +0.8%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$77K – – –
AF
42
Allworth Financial
California
$70K – – –
TWI
43
Thomas White International
Illinois
$61K -$3.35K -153 -5%
SPIA
44
Steward Partners Investment Advisory
New York
$50K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$44K – – –
WT
46
Whittier Trust
California
$39K – – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K – – –
ADL
48
Asset Dedication LLC
California
$30K – – –
CA
49
Clearstead Advisors
Ohio
$27K – – –
LFG
50
Larson Financial Group
Missouri
$27K +$109 +5 +0.4%
1
2
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PBD Hedge Fund Activity: Q3 2022 in Review

74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2022, worth a combined $46.4M — up 9.7% from $42.3M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.81M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $2.43M sold.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2022, down from 75 in Q2 2022.
  • Funds reported $46.4M of Invesco Global Clean Energy ETF stock for Q3 2022, up 9.7% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2022 was Jane Street, an estimated $8.81M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2022 was Sumitomo Mitsui Financial Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2022.