We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

77 hedge funds and large institutions have $36.8M invested in Invesco Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $31.4M → $36.8M (+$5.42M)

5% more funds holding

Funds holding: 73 → 77 (+4)

3.76% more ownership

Funds ownership: 20.54% → 24.31% (+3.8%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.67M
2
Jane Street
Jane Street
New York
+$1.57M
3
OMC
Old Mission Capital
Illinois
+$918K
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$780K
5
MG
Mather Group
Illinois
+$213K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.13M
2
Wells Fargo
Wells Fargo
California
-$1.68M
3
UBS Group
UBS Group
Switzerland
-$1.43M
4
NWA
Navis Wealth Advisors
New York
-$563K
5
FAIM
Financial Advocates Investment Management
Washington
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
51
CGC Financial Services
Oregon
$10.3K – – –
PCFFS
52
Pacific Center for Financial Services
California
$10.3K +$58 +4 +0.6%
Bank of America
53
Bank of America
North Carolina
$10.1K -$32.2K -2,205 -78%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$8.58K +$1.09K +75 +16%
MPCG
55
Matrix Private Capital Group
New York
$8.37K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$8.09K – – –
HI
57
Harbour Investments
Wisconsin
$7.91K +$3.36K +230 +87%
ASN
58
Advisory Services Network
Georgia
$7.7K +$7.04K +482 New
CT
59
Caldwell Trust
Florida
$7.57K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$5.84K – – –
ACA
61
Aptus Capital Advisors
Alabama
$4.63K – – –
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.63K – – –
GWSG
63
GPS Wealth Strategies Group
Colorado
$3.53K -$1.09K -75 -25%
WIM
64
Westside Investment Management
California
$3.19K – – –
FFA
65
Farther Finance Advisors
California
$3.16K – – –
FCG
66
Financial Connections Group
California
$3K – – –
FWM
67
FSA Wealth Management
Massachusetts
$2K +$1.99K +136 New
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$1.92K -$15 -1 -0.8%
FCAS
69
First Command Advisory Services
Texas
$1.79K +$1.64K +112 New
AA
70
Ancora Advisors
Ohio
$1.6K – – –
DJSG
71
D.J. St. Germain
Massachusetts
$1.28K – – –
AA
72
AlphaMark Advisors
Kentucky
$1K +$584 +40 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$926 +$847 +58 New
FWM
74
Focused Wealth Management
New York
$849 – – –
NP
75
NorthRock Partners
Minnesota
$783 +$716 +49 New
1 2
3
4

PBD Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2023, worth a combined $36.8M — up 17% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was LPL Financial, cutting an estimated $2.13M.

  • 77 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $36.8M of Invesco Global Clean Energy ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.67M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2023 was LPL Financial, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.