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Invesco Global Clean Energy ETF
PBD

86 hedge funds and large institutions have $159M invested in Invesco Global Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

51% more capital invested

Capital invested by funds: $105M → $159M (+$53.4M)

14.76% more ownership

Funds ownership: 24.47% → 39.23% (+15%)

6% more funds holding

Funds holding: 81 → 86 (+5)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
8
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$64.5M
2
AIC
Ameritas Investment Company
Nebraska
+$3.03M
3
HT
HAP Trading
New York
+$2.86M
4
MFS
Mirabella Financial Services
United Kingdom
+$2.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.66M
2
LPL Financial
LPL Financial
California
-$2.66M
3
Stifel Financial
Stifel Financial
Missouri
-$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$945K
5
Wells Fargo
Wells Fargo
California
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Whittier Trust
California
$56K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$47K – – –
ADL
53
Asset Dedication LLC
California
$44K – – –
BAM
54
Barrett Asset Management
New York
$44K – – –
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.7K – – –
LFG
56
Larson Financial Group
Missouri
$39K +$88 +3 +0.2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$36K +$59 +2 +0.2%
IF
58
Ironwood Financial
Arizona
$31K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$30K – – –
RCA
60
Ranch Capital Advisors
Florida
$30K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$25K -$19.1K -650 -42%
CA
62
Clearstead Advisors
Ohio
$25K +$26.4K +900 New
APA
63
American Portfolios Advisors
New York
$22.3K +$11.7K +400 +100%
Citigroup
64
Citigroup
New York
$17K -$16.3K -555 -48%
PCFFS
65
Pacific Center for Financial Services
California
$17K +$9.88K +337 +118%
MPCG
66
Matrix Private Capital Group
New York
$15K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$14K +$15.1K +516 +51,600%
CT
68
Caldwell Trust
Florida
$13.2K – – –
BFC
69
Bedel Financial Consulting
Indiana
$12K – – –
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
KC
71
Knuff & Co
California
$11K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$10K – – –
HI
73
Harbour Investments
Wisconsin
$7K +$7.77K +265 New
AF
74
Allworth Financial
California
$6K – – –
FMP
75
Financial Management Professionals
Texas
$6K – – –
1 2
3
4

PBD Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2021, worth a combined $159M — up 51% from $105M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBD positions and 8 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $64.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.66M.

  • 86 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $159M of Invesco Global Clean Energy ETF stock for Q3 2021, up 51% quarter-over-quarter.
  • 14 funds opened new Invesco Global Clean Energy ETF positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $64.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2021.