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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $31.4M invested in Invesco Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 7373 (0)

0.82% less ownership

Funds ownership: 21.36%20.54% (-0.82%)

27% less capital invested

Capital invested by funds: $42.7M → $31.4M (-$11.4M)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$409K +$41.7K +2,342 +10%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$355K +$146K +8,212 +55%
RAM
28
Ramirez Asset Management
New York
$253K +$293K +16,469 New
JP Morgan Chase
29
JP Morgan Chase
New York
$235K -$18.9K -1,059 -6%
JIC
30
Joel Isaacson & Co
New York
$229K +$265K +14,857 New
PFA
31
Pettinga Financial Advisors
Indiana
$216K +$1.78K +100 +0.7%
RPCA
32
Running Point Capital Advisors
California
$192K
JMPWA
33
JP Morgan Private Wealth Advisors
California
$190K -$13.8K -775 -6%
FTUS
34
Flow Traders U.S.
New York
$155K +$180K +10,107 New
SWA
35
SOA Wealth Advisors
New York
$129K +$107 +6 +0.1%
NA
36
NewEdge Advisors
Louisiana
$120K -$1.2M -67,311 -90%
US Bancorp
37
US Bancorp
Minnesota
$117K
PGAM
38
Princeton Global Asset Management
New Jersey
$98.6K +$267 +15 +0.2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$69.1K -$7.12K -400 -8%
CA
40
Clearstead Advisors
Ohio
$68.3K +$53.8K +3,020 +213%
AF
41
Allworth Financial
California
$56.2K
Bank of America
42
Bank of America
North Carolina
$43.7K +$13.4K +755 +36%
SPIA
43
Steward Partners Investment Advisory
New York
$40K
WT
44
Whittier Trust
California
$31.1K
LFG
45
Larson Financial Group
Missouri
$30.6K +$9.35K +525 +36%
Comerica Bank
46
Comerica Bank
Texas
$30.3K +$35K +1,967 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.9K
ADL
48
Asset Dedication LLC
California
$28K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$10K +$18 +1 +0.2%
CFS
50
CGC Financial Services
Oregon
$9.92K

PBD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2023, worth a combined $31.4M — down 27% from $42.7M 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 17 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Jane Street, cutting an estimated $5.61M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $31.4M of Invesco Global Clean Energy ETF stock for Q3 2023, down 27% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $3.79M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2023 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2023.