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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $31.4M invested in Invesco Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 7373 (0)

0.82% less ownership

Funds ownership: 21.36%20.54% (-0.82%)

27% less capital invested

Capital invested by funds: $42.7M → $31.4M (-$11.4M)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
51
Pacific Center for Financial Services
California
$9.83K +$18 +1 +0.2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$8.67K -$777K -43,604 -99%
MPCG
53
Matrix Private Capital Group
New York
$8.06K
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$7.87K
CT
55
Caldwell Trust
Florida
$7.29K
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$7.11K +$8.23K +462 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$5.63K
GWSG
58
GPS Wealth Strategies Group
Colorado
$4.55K
ACA
59
Aptus Capital Advisors
Alabama
$4.46K
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.46K
HI
61
Harbour Investments
Wisconsin
$4.08K
PA
62
Parallel Advisors
California
$3.82K +$4.42K +248 New
WIM
63
Westside Investment Management
California
$3.08K
FFA
64
Farther Finance Advisors
California
$3.05K
FCG
65
Financial Connections Group
California
$3K
IWP
66
IAG Wealth Partners
Wisconsin
$2.17K
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$2K +$53 +3 +3%
HNB
68
Huntington National Bank
Ohio
$1.6K
AA
69
Ancora Advisors
Ohio
$1.54K
DJSG
70
D.J. St. Germain
Massachusetts
$1.23K
FWM
71
Focused Wealth Management
New York
$808 +$18 +1 +2%
CIAS
72
Capital Investment Advisory Services
North Carolina
$738
TAM
73
Tucker Asset Management
Colorado
$108 +$125 +7 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$15 +$18 +1 New
Citadel Advisors
75
Citadel Advisors
Florida
-$751K -39,749 Closed

PBD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2023, worth a combined $31.4M — down 27% from $42.7M 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 17 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Jane Street, cutting an estimated $5.61M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $31.4M of Invesco Global Clean Energy ETF stock for Q3 2023, down 27% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $3.79M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2023 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2023.