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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $46.4M invested in Invesco Global Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $42.3M → $46.4M (+$4.11M)

3.03% more ownership

Funds ownership: 18.45% → 21.48% (+3%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 75 → 74 (-1)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M
3
PFO
Pathstone Family Office
New Jersey
+$1.01M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$391K
5
Morgan Stanley
Morgan Stanley
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$2.43M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$565K
4
HT
HAP Trading
New York
-$513K
5
NA
NewEdge Advisors
Louisiana
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$25.7K +$438 +20 +2%
AWM
52
Activest Wealth Management
Florida
$21K +$24.1K +1,100 New
PCFFS
53
Pacific Center for Financial Services
California
$12K +$88 +4 +0.6%
MPCG
54
Matrix Private Capital Group
New York
$10K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$10K – – –
CT
56
Caldwell Trust
Florida
$9.03K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9K +$44 +2 +0.4%
TAM
58
Tucker Asset Management
Colorado
$8.37K +$9.72K +444 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$8K +$44 +2 +0.4%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$8K +$8.32K +380 +623%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$7K – – –
ACA
62
Aptus Capital Advisors
Alabama
$6K +$6.35K +290 New
HI
63
Harbour Investments
Wisconsin
$5K – – –
FCG
64
Financial Connections Group
California
$3K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.12K +51 +41%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$2K -$44 -2 -2%
AA
67
Addison Advisors
Vermont
$2K – – –
AA
68
Ancora Advisors
Ohio
$2K – – –
FWM
69
Focused Wealth Management
New York
$1K – – –
IA
70
IFP Advisors
Florida
$1K – – –
TCM
71
Tradewinds Capital Management
Washington
$1K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$25 -$4.4K -201 -15%
Citadel Advisors
73
Citadel Advisors
Florida
– -$1.67M -84,935 Closed
SMFG
74
Sumitomo Mitsui Financial Group
Japan
– -$2.43M -53,200 Closed
NA
75
NewEdge Advisors
Louisiana
– -$361K -18,434 Closed
1 2
3
4

PBD Hedge Fund Activity: Q3 2022 in Review

74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2022, worth a combined $46.4M — up 9.7% from $42.3M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.81M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $2.43M sold.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2022, down from 75 in Q2 2022.
  • Funds reported $46.4M of Invesco Global Clean Energy ETF stock for Q3 2022, up 9.7% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2022 was Jane Street, an estimated $8.81M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2022 was Sumitomo Mitsui Financial Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2022.