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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $48M invested in Invesco Global Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $46.4M → $48M (+$1.61M)

0.92% more ownership

Funds ownership: 21.48% → 22.4% (+0.92%)

0% more funds holding

Funds holding: 74 → 74 (0)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$4.96M
2
NA
NewEdge Advisors
Louisiana
+$1.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M
4
PAG
Private Advisor Group
New Jersey
+$1.26M
5
NWA
Navis Wealth Advisors
New York
+$698K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.32M
2
Morgan Stanley
Morgan Stanley
New York
-$1.88M
3
GVAG
Great Valley Advisor Group
Delaware
-$651K
4
HT
HAP Trading
New York
-$394K
5
M&T Bank
M&T Bank
New York
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBVA
26
Banco Bilbao Vizcaya Argentaria
Spain
$481K +$162K +8,360 +47%
Jane Street
27
Jane Street
New York
$447K -$7.32M -378,153 -94%
Citigroup
28
Citigroup
New York
$319K +$157K +8,116 +88%
JP Morgan Chase
29
JP Morgan Chase
New York
$305K -$37.1K -1,915 -10%
CB
30
Commerce Bank
Missouri
$264K – – –
HCM
31
Howland Capital Management
Massachusetts
$258K – – –
PFA
32
Pettinga Financial Advisors
Indiana
$257K -$41.6K -2,149 -13%
Creative Planning
33
Creative Planning
Kansas
$256K +$252 +13 +0.1%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$255K -$26.4K -1,363 -9%
B
35
Bailard
California
$254K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$247K +$260K +13,437 New
RPCA
37
Running Point Capital Advisors
California
$229K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$225K -$3.39K -175 -1%
SWA
39
SOA Wealth Advisors
New York
$153K +$678 +35 +0.4%
US Bancorp
40
US Bancorp
Minnesota
$139K – – –
ASN
41
Advisory Services Network
Georgia
$137K +$145K +7,470 New
PGAM
42
Princeton Global Asset Management
New Jersey
$116K +$1.94K +100 +2%
BAM
43
Belpointe Asset Management
Nevada
$109K +$115K +5,950 New
TWI
44
Thomas White International
Illinois
$70.1K +$12.3K +633 +20%
AF
45
Allworth Financial
California
$67.1K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$47.7K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$42.1K – – –
WT
48
Whittier Trust
California
$37.1K – – –
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.2K +$678 +35 +2%
ADL
50
Asset Dedication LLC
California
$34K +$4.76K +246 +16%
1
2
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PBD Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2022, worth a combined $48M — up 3.5% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBD positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.32M.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $48M of Invesco Global Clean Energy ETF stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 11 funds opened new Invesco Global Clean Energy ETF positions in Q4 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $4.96M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2022 was Jane Street, an estimated $7.32M sold.

Based on aggregated 13F filings for Q4 2022.