We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

88 hedge funds and large institutions have $116M invested in Invesco Global Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 86 → 88 (+2)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

4.75% less ownership

Funds ownership: 39.23% → 34.47% (-4.8%)

27% less capital invested

Capital invested by funds: $159M → $116M (-$42.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
21
Closed
19
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.01M
2
TCM
Tradewinds Capital Management
Washington
+$4.1M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
5
FTUS
Flow Traders U.S.
New York
+$776K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.85M
4
HT
HAP Trading
New York
-$2.72M
5
UBS Group
UBS Group
Switzerland
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
51
Comprehensive Financial Consultants Institutional
Indiana
$49K +$65.1K +2,240 New
SPIA
52
Steward Partners Investment Advisory
New York
$47K +$1.86K +64 +4%
ADL
53
Asset Dedication LLC
California
$43K – – –
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K – – –
LFG
55
Larson Financial Group
Missouri
$38K +$87 +3 +0.2%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$35K +$87 +3 +0.2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$28K – – –
CA
58
Clearstead Advisors
Ohio
$24K – – –
TWI
59
Thomas White International
Illinois
$23K -$94.9K -3,263 -79%
CG
60
Cutler Group
California
$19K +$20.9K +720 New
PCFFS
61
Pacific Center for Financial Services
California
$17K +$29 +1 +0.2%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$16K -$64.2K -2,210 -79%
Citigroup
63
Citigroup
New York
$16K – – –
MPCG
64
Matrix Private Capital Group
New York
$14K – – –
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$14K +$15.5K +532 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.7K +470 New
CT
67
Caldwell Trust
Florida
$12.7K – – –
BFC
68
Bedel Financial Consulting
Indiana
$12K – – –
APA
69
American Portfolios Advisors
New York
$10.7K -$11.6K -400 -50%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$10K – – –
ACA
71
Aptus Capital Advisors
Alabama
$8K +$8.43K +290 New
HI
72
Harbour Investments
Wisconsin
$7K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$6K -$8.23K -283 -55%
FCG
74
Financial Connections Group
California
$5K +$5.81K +200 New
AA
75
Ancora Advisors
Ohio
$3K – – –
1 2
3
4 5

PBD Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2021, worth a combined $116M — down 27% from $159M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBD positions and 19 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.01M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 88 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $116M of Invesco Global Clean Energy ETF stock for Q4 2021, down 27% quarter-over-quarter.
  • 22 funds opened new Invesco Global Clean Energy ETF positions in Q4 2021 and 19 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2021 was Jane Street, an estimated $7.01M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2021 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2021.