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Invesco Global Clean Energy ETF
PBD

80 hedge funds and large institutions have $56.7M invested in Invesco Global Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% less funds holding

Funds holding: 88 → 80 (-8)

16.71% less ownership

Funds ownership: 34.47% → 17.76% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

51% less capital invested

Capital invested by funds: $116M → $56.7M (-$59.5M)

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.1M
2
GVAG
Great Valley Advisor Group
Delaware
+$1.12M
3
PFO
Pathstone Family Office
New Jersey
+$1.06M
4
HT
HAP Trading
New York
+$769K
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$632K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
2
Jane Street
Jane Street
New York
-$5.38M
3
TCM
Tradewinds Capital Management
Washington
-$3.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
5
FTUS
Flow Traders U.S.
New York
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$40K – – –
LFG
52
Larson Financial Group
Missouri
$35K +$70 +3 +0.2%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$32K – – –
APA
54
American Portfolios Advisors
New York
$31.8K +$20.5K +884 +221%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$31K +$15.1K +652 +108%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$25K -$790 -34 -3%
CA
57
Clearstead Advisors
Ohio
$22K – – –
TWI
58
Thomas White International
Illinois
$22K +$70 +3 +0.3%
KPCM
59
Kings Point Capital Management
New York
$16K +$15.3K +657 New
PCFFS
60
Pacific Center for Financial Services
California
$15K – – –
MPCG
61
Matrix Private Capital Group
New York
$13K – – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$13K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$12K +$23 +1 +0.2%
CT
64
Caldwell Trust
Florida
$11.8K – – –
BFC
65
Bedel Financial Consulting
Indiana
$11K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$9K – – –
ACA
67
Aptus Capital Advisors
Alabama
$7K – – –
Simplex Trading
68
Simplex Trading
Illinois
$6K +$4.25K +183 +273%
FCG
69
Financial Connections Group
California
$4K – – –
AA
70
Addison Advisors
Vermont
$3K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
AA
72
Ancora Advisors
Ohio
$2K – – –
FWM
73
Focused Wealth Management
New York
$2K – – –
TCM
74
Tradewinds Capital Management
Washington
$1K -$3.28M -141,001 -100%
HCM
75
Highlander Capital Management
New Jersey
$1K – – –
1 2
3
4

PBD Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2022, worth a combined $56.7M — down 51% from $116M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBD and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Mercer Global Advisors, adding an estimated $2.1M. The largest seller was JP Morgan Chase, cutting an estimated $43.7M.

  • 80 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2022, down from 88 in Q4 2021.
  • Funds reported $56.7M of Invesco Global Clean Energy ETF stock for Q1 2022, down 51% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2022 was JP Morgan Chase, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2022.