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Invesco Global Clean Energy ETF
PBD

73 hedge funds and large institutions have $38.6M invested in Invesco Global Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% less funds holding

Funds holding: 74 → 73 (-1)

3.59% less ownership

Funds ownership: 22.4% → 18.81% (-3.6%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

20% less capital invested

Capital invested by funds: $48M → $38.6M (-$9.4M)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$964K
2
UBS Group
UBS Group
Switzerland
+$322K
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$253K
4
AAS
Ameritas Advisory Services
Nebraska
+$176K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$172K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$9.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
3
PFO
Pathstone Family Office
New Jersey
-$1.16M
4
CCM
Colorado Capital Management
Colorado
-$331K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Clearstead Advisors
Ohio
$28K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$22.5K – – –
NHT
53
New Hampshire Trust
New Hampshire
$15.2K – – –
PCFFS
54
Pacific Center for Financial Services
California
$12.5K +$12.6K +636 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.73K +138 +29%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$10.5K – – –
MPCG
57
Matrix Private Capital Group
New York
$10.3K – – –
CT
58
Caldwell Trust
Florida
$9.34K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$7.21K – – –
TAM
60
Tucker Asset Management
Colorado
$6.74K -$2.02K -102 -23%
GWSG
61
GPS Wealth Strategies Group
Colorado
$5.83K +$5.86K +296 New
ACA
62
Aptus Capital Advisors
Alabama
$5.71K – – –
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.71K +$5.74K +290 New
HI
64
Harbour Investments
Wisconsin
$5.22K – – –
WIM
65
Westside Investment Management
California
$3.94K +$3.96K +200 New
FCG
66
Financial Connections Group
California
$3K – – –
AA
67
Addison Advisors
Vermont
$2.35K – – –
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$2K – – –
AA
69
Ancora Advisors
Ohio
$1.97K – – –
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.24K -$198 -10 -0%
FWM
71
Focused Wealth Management
New York
$1.02K – – –
CIAS
72
Capital Investment Advisory Services
North Carolina
$946 +$951 +48 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$394 +$396 +20 New
IAIM
74
International Assets Investment Management
Florida
– -$9.39M -256,128 Closed
PAG
75
Private Advisor Group
New Jersey
– -$1.2K -65,215 Closed
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PBD Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2023, worth a combined $38.6M — down 20% from $48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PBD and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $964K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $9.39M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $38.6M of Invesco Global Clean Energy ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2023 was Wells Fargo, an estimated $964K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2023 was International Assets Investment Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.