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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $38.6M invested in Invesco Global Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% less funds holding

Funds holding: 7473 (-1)

3.59% less ownership

Funds ownership: 22.4%18.81% (-3.6%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

20% less capital invested

Capital invested by funds: $48M → $38.6M (-$9.4M)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$342K -$20 -1 -0%
JP Morgan Chase
27
JP Morgan Chase
New York
$329K
CB
28
Commerce Bank
Missouri
$284K
PFA
29
Pettinga Financial Advisors
Indiana
$276K +$20 +1 +0%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$274K
B
31
Bailard
California
$273K
Creative Planning
32
Creative Planning
Kansas
$266K -$9.23K -466 -3%
RPCA
33
Running Point Capital Advisors
California
$246K
HCM
34
Howland Capital Management
Massachusetts
$198K -$79.2K -4,000 -28%
HIIFS
35
Harel Insurance Investments & Financial Services
Israel
$172K +$172K +8,707 New
SWA
36
SOA Wealth Advisors
New York
$164K +$198 +10 +0.1%
TWI
37
Thomas White International
Illinois
$162K +$87.5K +4,419 +116%
US Bancorp
38
US Bancorp
Minnesota
$150K
PGAM
39
Princeton Global Asset Management
New Jersey
$125K +$555 +28 +0.4%
ASN
40
Advisory Services Network
Georgia
$80.7K -$66.8K -3,373 -45%
AF
41
Allworth Financial
California
$72K
BAM
42
Belpointe Asset Management
Nevada
$69K -$48.5K -2,450 -41%
SPIA
43
Steward Partners Investment Advisory
New York
$51.2K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$45.1K
Bank of America
45
Bank of America
North Carolina
$41.1K +$12.6K +635 +44%
WT
46
Whittier Trust
California
$39.9K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37K -$693 -35 -2%
ADL
48
Asset Dedication LLC
California
$36K
WIM
49
WealthPlan Investment Management
Nebraska
$31.8K +$32K +1,616 New
LFG
50
Larson Financial Group
Missouri
$28.6K +$139 +7 +0.5%

PBD Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2023, worth a combined $38.6M — down 20% from $48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PBD and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $964K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $9.39M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $38.6M of Invesco Global Clean Energy ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2023 was Wells Fargo, an estimated $964K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2023 was International Assets Investment Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.