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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $42.7M invested in Invesco Global Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $38.6M → $42.7M (+$4.17M)

2.55% more ownership

Funds ownership: 18.81%21.36% (+2.5%)

0% more funds holding

Funds holding: 7373 (0)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$27.6K +$205 +11 +0.8%
CA
52
Clearstead Advisors
Ohio
$26.8K
CFS
53
CGC Financial Services
Oregon
$12.2K +$12K +645 New
PCFFS
54
Pacific Center for Financial Services
California
$12.1K +$37 +2 +0.3%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12K +$93 +5 +0.8%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$9.98K
MPCG
57
Matrix Private Capital Group
New York
$9.9K
CT
58
Caldwell Trust
Florida
$8.96K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$6.92K
GWSG
60
GPS Wealth Strategies Group
Colorado
$5.59K
ACA
61
Aptus Capital Advisors
Alabama
$5.48K
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.48K
HI
63
Harbour Investments
Wisconsin
$5.01K
WIM
64
Westside Investment Management
California
$3.78K
FFA
65
Farther Finance Advisors
California
$3.74K +$3.7K +198 New
FCG
66
Financial Connections Group
California
$3K
IWP
67
IAG Wealth Partners
Wisconsin
$2.67K +$2.63K +141 New
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$2K -$37 -2 -2%
AA
69
Ancora Advisors
Ohio
$1.89K
DJSG
70
D.J. St. Germain
Massachusetts
$1.51K +$1.49K +80 New
GWM
71
Geneos Wealth Management
Colorado
$1.47K +$1.46K +78 New
FWM
72
Focused Wealth Management
New York
$990
CIAS
73
Capital Investment Advisory Services
North Carolina
$907
AAS
74
Ameritas Advisory Services
Nebraska
-$3.73M -196,510 Closed
B
75
Bailard
California
-$273K -13,854 Closed

PBD Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2023, worth a combined $42.7M — up 11% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBD positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $3.73M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $42.7M of Invesco Global Clean Energy ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2023 was Jane Street, an estimated $7M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $3.73M sold.

Based on aggregated 13F filings for Q2 2023.