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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $22.7M invested in Invesco Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

5% less funds holding

Funds holding: 7773 (-4)

5.73% less ownership

Funds ownership: 24.31%18.58% (-5.7%)

38% less capital invested

Capital invested by funds: $36.8M → $22.7M (-$14.1M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$250K -$7.57K -539 -3%
MG
27
Mather Group
Illinois
$233K
Osaic Holdings
28
Osaic Holdings
Arizona
$224K -$42.7K -3,044 -16%
PFA
29
Pettinga Financial Advisors
Indiana
$166K
Citigroup
30
Citigroup
New York
$130K +$31.2K +2,225 +32%
RPCA
31
Running Point Capital Advisors
California
$128K -$2.61K -186 -2%
SWA
32
SOA Wealth Advisors
New York
$119K +$14 +1 +0%
JP Morgan Chase
33
JP Morgan Chase
New York
$115K -$249K -17,728 -68%
NA
34
NewEdge Advisors
Louisiana
$114K +$2.61K +186 +2%
US Bancorp
35
US Bancorp
Minnesota
$107K
PGAM
36
Princeton Global Asset Management
New Jersey
$91.9K +$42 +3 +0%
AWM
37
Avior Wealth Management
Nebraska
$89.5K +$88.8K +6,324 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$81K +$42.1K +3,000 +109%
JWA
39
JFS Wealth Advisors
Pennsylvania
$79.1K -$437K -31,106 -85%
AF
40
Allworth Financial
California
$51.7K
SPIA
41
Steward Partners Investment Advisory
New York
$43.9K +$7.02K +500 +19%
SAM
42
Smartleaf Asset Management
Massachusetts
$34.1K +$33.7K +2,400 New
CA
43
Clearstead Advisors
Ohio
$31.6K
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.4K
WT
45
Whittier Trust
California
$28.6K
LFG
46
Larson Financial Group
Missouri
$28.5K +$14 +1 +0%
Comerica Bank
47
Comerica Bank
Texas
$27.3K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$26.8K
ADL
49
Asset Dedication LLC
California
$25K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$11.2K +$10.3K +735 +1,267%

PBD Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2024, worth a combined $22.7M — down 38% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBD and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $612K. The largest seller was Morgan Stanley, cutting an estimated $6.82M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2024, down from 77 in Q4 2023.
  • Funds reported $22.7M of Invesco Global Clean Energy ETF stock for Q1 2024, down 38% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $612K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2024.