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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $48M invested in Invesco Global Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $46.4M → $48M (+$1.61M)

0.92% more ownership

Funds ownership: 21.48% → 22.4% (+0.92%)

0% more funds holding

Funds holding: 74 → 74 (0)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$4.96M
2
NA
NewEdge Advisors
Louisiana
+$1.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M
4
PAG
Private Advisor Group
New Jersey
+$1.26M
5
NWA
Navis Wealth Advisors
New York
+$698K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.32M
2
Morgan Stanley
Morgan Stanley
New York
-$1.88M
3
GVAG
Great Valley Advisor Group
Delaware
-$651K
4
HT
HAP Trading
New York
-$394K
5
M&T Bank
M&T Bank
New York
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$26.6K +$28.1K +1,450 New
LFG
52
Larson Financial Group
Missouri
$26.5K +$426 +22 +2%
CA
53
Clearstead Advisors
Ohio
$26.1K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$20.2K – – –
AWM
55
Activest Wealth Management
Florida
$20.2K – – –
NHT
56
New Hampshire Trust
New Hampshire
$14.1K +$14.9K +770 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$9.74K – – –
MPCG
58
Matrix Private Capital Group
New York
$9.62K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$9K +$136 +7 +1%
CT
60
Caldwell Trust
Florida
$8.7K – – –
TAM
61
Tucker Asset Management
Colorado
$8.2K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$8K +$136 +7 +2%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$6.72K – – –
ACA
64
Aptus Capital Advisors
Alabama
$5.32K – – –
HI
65
Harbour Investments
Wisconsin
$4.87K – – –
MPCL
66
My Personal CFO LLC
Washington
$3.03K +$3.2K +165 New
FCG
67
Financial Connections Group
California
$3K – – –
AA
68
Addison Advisors
Vermont
$2.19K – – –
AA
69
Ancora Advisors
Ohio
$2K – – –
Bank Julius Baer & Co
70
Bank Julius Baer & Co
Switzerland
$2K +$39 +2 +2%
PAG
71
Private Advisor Group
New Jersey
$1.2K +$1.26M +65,215 New
IA
72
IFP Advisors
Florida
$1K – – –
FWM
73
Focused Wealth Management
New York
$950 +$19 +1 +2%
GVAG
74
Great Valley Advisor Group
Delaware
– -$651K -34,139 Closed
HT
75
HAP Trading
New York
– -$394K -20,659 Closed
1 2
3
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PBD Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2022, worth a combined $48M — up 3.5% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBD positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.32M.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $48M of Invesco Global Clean Energy ETF stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 11 funds opened new Invesco Global Clean Energy ETF positions in Q4 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $4.96M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2022 was Jane Street, an estimated $7.32M sold.

Based on aggregated 13F filings for Q4 2022.