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Invesco Global Clean Energy ETF
PBD

77 hedge funds and large institutions have $36.8M invested in Invesco Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $31.4M → $36.8M (+$5.42M)

5% more funds holding

Funds holding: 73 → 77 (+4)

3.76% more ownership

Funds ownership: 20.54% → 24.31% (+3.8%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.67M
2
Jane Street
Jane Street
New York
+$1.57M
3
OMC
Old Mission Capital
Illinois
+$918K
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$780K
5
MG
Mather Group
Illinois
+$213K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.13M
2
Wells Fargo
Wells Fargo
California
-$1.68M
3
UBS Group
UBS Group
Switzerland
-$1.43M
4
NWA
Navis Wealth Advisors
New York
-$563K
5
FAIM
Financial Advocates Investment Management
Washington
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Ramirez Asset Management
New York
$380K +$107K +7,302 +44%
JIC
27
Joel Isaacson & Co
New York
$362K +$114K +7,790 +52%
Osaic Holdings
28
Osaic Holdings
Arizona
$302K -$127K -8,719 -32%
PWM
29
Perigon Wealth Management
California
$291K -$122K -8,380 -32%
MG
30
Mather Group
Illinois
$233K +$213K +14,580 New
Citadel Advisors
31
Citadel Advisors
Florida
$210K +$192K +13,170 New
PFA
32
Pettinga Financial Advisors
Indiana
$188K -$33.6K -2,299 -16%
TSS
33
Two Sigma Securities
New York
$165K +$151K +10,321 New
RPCA
34
Running Point Capital Advisors
California
$147K -$47.3K -3,239 -26%
SWA
35
SOA Wealth Advisors
New York
$134K +$277 +19 +0.2%
NA
36
NewEdge Advisors
Louisiana
$126K +$1.59K +109 +1%
US Bancorp
37
US Bancorp
Minnesota
$121K – – –
Citigroup
38
Citigroup
New York
$112K -$299K -20,487 -75%
PGAM
39
Princeton Global Asset Management
New Jersey
$104K +$1.14K +78 +1%
AF
40
Allworth Financial
California
$58.3K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$44K +$30.9K +2,114 +337%
SPIA
42
Steward Partners Investment Advisory
New York
$41.5K – – –
CA
43
Clearstead Advisors
Ohio
$35.5K -$32.4K -2,220 -50%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K +$2.92K +200 +11%
WT
45
Whittier Trust
California
$32.3K – – –
LFG
46
Larson Financial Group
Missouri
$32.1K +$365 +25 +1%
Comerica Bank
47
Comerica Bank
Texas
$30.8K -$540 -37 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$30.2K -$38K -2,600 -58%
ADL
49
Asset Dedication LLC
California
$29K – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$13.5K +$4.86K +333 +63%
1
2
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PBD Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2023, worth a combined $36.8M — up 17% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was LPL Financial, cutting an estimated $2.13M.

  • 77 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $36.8M of Invesco Global Clean Energy ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.67M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2023 was LPL Financial, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.