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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $23.2M invested in Invesco Global Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.16% more ownership

Funds ownership: 18.58%20.74% (+2.2%)

2% more capital invested

Capital invested by funds: $22.7M → $23.2M (+$514K)

0% more funds holding

Funds holding: 7373 (0)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
24
Closed
3
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$217K +$11.1K +790 +5%
PWM
27
Perigon Wealth Management
California
$215K -$24.7K -1,756 -10%
VF
28
Virtu Financial
New York
$215K +$224K +15,896 New
PFA
29
Pettinga Financial Advisors
Indiana
$155K -$4.21K -299 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$133K -$84.3K -5,995 -38%
JP Morgan Chase
31
JP Morgan Chase
New York
$125K +$15.3K +1,089 +13%
Citigroup
32
Citigroup
New York
$124K -$984 -70 -0.8%
SWA
33
SOA Wealth Advisors
New York
$113K +$141 +10 +0.1%
NA
34
NewEdge Advisors
Louisiana
$104K -$5.13K -365 -5%
US Bancorp
35
US Bancorp
Minnesota
$103K
PGAM
36
Princeton Global Asset Management
New Jersey
$88.4K +$591 +42 +0.6%
AWM
37
Avior Wealth Management
Nebraska
$86K +$563 +40 +0.6%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$79K +$1.13K +80 +1%
AF
39
Allworth Financial
California
$50.8K
SPIA
40
Steward Partners Investment Advisory
New York
$41.9K
GWSG
41
GPS Wealth Strategies Group
Colorado
$39.3K +$38.6K +2,747 +1,706%
RPCA
42
Running Point Capital Advisors
California
$34.1K -$91.8K -6,525 -72%
JWA
43
JFS Wealth Advisors
Pennsylvania
$32.8K -$44.5K -3,163 -57%
SAM
44
Smartleaf Asset Management
Massachusetts
$32.8K
CA
45
Clearstead Advisors
Ohio
$30K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K
LFG
47
Larson Financial Group
Missouri
$27.4K +$183 +13 +0.6%
WT
48
Whittier Trust
California
$27.4K
Comerica Bank
49
Comerica Bank
Texas
$26.1K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$25.6K

PBD Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2024, worth a combined $23.2M — up 2.3% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PBD positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $1.54M. The largest seller was Compagnie Lombard Odier SCmA, cutting an estimated $281K.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $23.2M of Invesco Global Clean Energy ETF stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 4 funds opened new Invesco Global Clean Energy ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2024 was Jane Street, an estimated $1.54M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2024 was Compagnie Lombard Odier SCmA, an estimated $281K sold.

Based on aggregated 13F filings for Q2 2024.