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Invesco Global Clean Energy ETF
PBD

81 hedge funds and large institutions have $105M invested in Invesco Global Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 79 → 81 (+2)

0.38% less ownership

Funds ownership: 24.85% → 24.47% (-0.38%)

1% less capital invested

Capital invested by funds: $106M → $105M (-$758K)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
23
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.06M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.71M
3
LPL Financial
LPL Financial
California
+$824K
4
Truist Financial
Truist Financial
North Carolina
+$557K
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$544K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.76M
2
Morgan Stanley
Morgan Stanley
New York
-$2.12M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.96M
4
Ameriprise
Ameriprise
Minnesota
-$852K
5
AIC
Ameritas Investment Company
Nebraska
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Barrett Asset Management
New York
$49K +$47.3K +1,579 New
JCM
52
Jacobi Capital Management
Pennsylvania
$48K -$26.7K -892 -36%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K – – –
LFG
54
Larson Financial Group
Missouri
$43K +$42K +1,400 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$40K +$90 +3 +0.2%
Citigroup
56
Citigroup
New York
$36K +$14.5K +483 +72%
IF
57
Ironwood Financial
Arizona
$35K -$2.31K -77 -6%
RCA
58
Ranch Capital Advisors
Florida
$32K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$32K +$31K +1,035 New
EBSAM
60
Eubel Brady & Suttman Asset Management
Ohio
$21K +$20.1K +670 New
SB
61
Strategic Blueprint
Georgia
$20K +$19.5K +650 New
MPCG
62
Matrix Private Capital Group
New York
$16K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CT
64
Caldwell Trust
Florida
$14.7K +$14.2K +474 New
BFC
65
Bedel Financial Consulting
Indiana
$13K – – –
APA
66
American Portfolios Advisors
New York
$12.4K – – –
CAGAS
67
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
KC
68
Knuff & Co
California
$12K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$11K – – –
RDWM
70
Red Door Wealth Management
Tennessee
$11K +$10.9K +364 New
PCFFS
71
Pacific Center for Financial Services
California
$9K – – –
AF
72
Allworth Financial
California
$7K +$30 +1 +0.5%
FMP
73
Financial Management Professionals
Texas
$6K – – –
FWM
74
Focused Wealth Management
New York
$4K – – –
AWA
75
Arkadios Wealth Advisors
Georgia
$4K +$4.38K +146 New
1 2
3
4

PBD Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2021, worth a combined $105M — down 0.72% from $106M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBD positions and 14 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.06M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.76M sold.

  • 81 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $105M of Invesco Global Clean Energy ETF stock for Q2 2021, down 0.72% quarter-over-quarter.
  • 17 funds opened new Invesco Global Clean Energy ETF positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $5.06M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2021 was Flow Traders U.S., an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2021.