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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $42.7M invested in Invesco Global Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $38.6M → $42.7M (+$4.17M)

2.55% more ownership

Funds ownership: 18.81%21.36% (+2.5%)

0% more funds holding

Funds holding: 7373 (0)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$485K -$438K -23,492 -48%
BBVA
27
Banco Bilbao Vizcaya Argentaria
Spain
$483K -$251K -13,453 -34%
PWM
28
Perigon Wealth Management
California
$458K +$453K +24,256 New
Citigroup
29
Citigroup
New York
$366K +$37.8K +2,027 +12%
Creative Planning
30
Creative Planning
Kansas
$320K +$64.6K +3,463 +26%
JP Morgan Chase
31
JP Morgan Chase
New York
$309K -$5.38K -288 -2%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$281K +$115K +6,177 +71%
CB
33
Commerce Bank
Missouri
$272K
PFA
34
Pettinga Financial Advisors
Indiana
$264K -$933 -50 -0.4%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$248K -$15K -805 -6%
RPCA
36
Running Point Capital Advisors
California
$236K
TWI
37
Thomas White International
Illinois
$211K +$55K +2,948 +36%
MG
38
Mather Group
Illinois
$205K +$202K +10,841 New
HCM
39
Howland Capital Management
Massachusetts
$190K
SWA
40
SOA Wealth Advisors
New York
$158K +$317 +17 +0.2%
US Bancorp
41
US Bancorp
Minnesota
$143K
PGAM
42
Princeton Global Asset Management
New Jersey
$121K +$915 +49 +0.8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$92.4K +$48.5K +2,600 +113%
AF
44
Allworth Financial
California
$69K
SPIA
45
Steward Partners Investment Advisory
New York
$49.1K
Bank of America
46
Bank of America
North Carolina
$39.4K
WT
47
Whittier Trust
California
$38.2K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.5K
ADL
49
Asset Dedication LLC
California
$35K
WIM
50
WealthPlan Investment Management
Nebraska
$30.5K

PBD Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2023, worth a combined $42.7M — up 11% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBD positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $3.73M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $42.7M of Invesco Global Clean Energy ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2023 was Jane Street, an estimated $7M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $3.73M sold.

Based on aggregated 13F filings for Q2 2023.