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Invesco Global Clean Energy ETF
PBD

64 hedge funds and large institutions have $62.6M invested in Invesco Global Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

131% more capital invested

Capital invested by funds: $27.1M → $62.6M (+$35.6M)

31% more funds holding

Funds holding: 49 → 64 (+15)

4.97% less ownership

Funds ownership: 22.31% → 17.34% (-5%)

Holders
64
Holders Change
+15
Holders Change %
+30.61%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.61M
3
Ameriprise
Ameriprise
Minnesota
+$1.9M
4
LPL Financial
LPL Financial
California
+$1.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.03M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$265K
4
Jane Street
Jane Street
New York
-$66.8K
5
PGAM
Princeton Global Asset Management
New Jersey
-$47.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
KC
52
Knuff & Co
California
$14K – – –
APA
53
American Portfolios Advisors
New York
$13.9K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$13K – – –
PCFFS
55
Pacific Center for Financial Services
California
$10K +$7.87K +286 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$7K – – –
FMP
57
Financial Management Professionals
Texas
$7K – – –
AF
58
Allworth Financial
California
$7K +$5.78K +210 New
AA
59
Ancora Advisors
Ohio
$3K – – –
CYG
60
Clean Yield Group
Vermont
$3K – – –
IA
61
IFP Advisors
Florida
$1K – – –
FF
62
FourThought Financial
Florida
$1K +$523 +19 New
AA
63
Advisory Alpha
Michigan
– -$42K -1,725 Closed
FHA
64
Flagship Harbor Advisors
Massachusetts
– -$20K -954 Closed
HPC
65
HM Payson & Co
Maine
– -$17K -760 Closed
AWA
66
Arkadios Wealth Advisors
Georgia
– -$3.57K -146 Closed
AssetMark Inc
67
AssetMark Inc
California
– +$248 +9 New
WEC
68
Winslow Evans & Crocker
Massachusetts
– +$1.79K +65 +0.5%
1 2
3

PBD Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2020, worth a combined $62.6M — up 131% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBD positions and 4 closed out — a net gain of 15 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $5.65M. The largest seller was Susquehanna International Group, cutting an estimated $1.66M.

  • 64 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $62.6M of Invesco Global Clean Energy ETF stock for Q4 2020, up 131% quarter-over-quarter.
  • 19 funds opened new Invesco Global Clean Energy ETF positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $5.65M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2020.