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Invesco Global Clean Energy ETF
PBD

79 hedge funds and large institutions have $106M invested in Invesco Global Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $62.6M → $106M (+$43.3M)

23% more funds holding

Funds holding: 64 → 79 (+15)

7.5% more ownership

Funds ownership: 17.34% → 24.85% (+7.5%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$7.04M
3
LPL Financial
LPL Financial
California
+$5.32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.17M
5
Wells Fargo
Wells Fargo
California
+$4.92M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
2
SFS
Sowell Financial Services
Arkansas
-$1.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.21M
4
MCM
Mainstay Capital Management
Michigan
-$1.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$51K -$14.3K -400 -20%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K +$4.47K +125 +10%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$41K +$46K +1,286 New
SPIA
54
Steward Partners Investment Advisory
New York
$38.7K -$7.58K -212 -15%
IF
55
Ironwood Financial
Arizona
$38K +$8.55K +239 +25%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$35K +$39.4K +1,100 New
RCA
57
Ranch Capital Advisors
Florida
$33K – – –
IA
58
IFP Advisors
Florida
$23K +$25K +700 +1,944%
Citigroup
59
Citigroup
New York
$22K +$24K +672 New
Bank of America
60
Bank of America
North Carolina
$22K +$25K +700 New
SFS
61
Sowell Financial Services
Arkansas
$18K -$1.31M -36,591 -98%
MPCG
62
Matrix Private Capital Group
New York
$17K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
BFC
64
Bedel Financial Consulting
Indiana
$14K – – –
KC
65
Knuff & Co
California
$13K – – –
APA
66
American Portfolios Advisors
New York
$12.8K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$12K – – –
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$12K +$13.9K +389 New
AP
69
Advisors Preferred
Maryland
$11K -$54K -1,508 -82%
PCFFS
70
Pacific Center for Financial Services
California
$9K – – –
AF
71
Allworth Financial
California
$7K – – –
CIAS
72
Capital Investment Advisory Services
North Carolina
$6K – – –
FMP
73
Financial Management Professionals
Texas
$6K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$6K +$6.44K +180 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.91K +193 New
1 2
3
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PBD Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2021, worth a combined $106M — up 69% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PBD positions and 9 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.

  • 79 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2021, up from 64 in Q4 2020.
  • Funds reported $106M of Invesco Global Clean Energy ETF stock for Q1 2021, up 69% quarter-over-quarter.
  • 25 funds opened new Invesco Global Clean Energy ETF positions in Q1 2021 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2021.