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Invesco Global Clean Energy ETF
PBD

73 hedge funds and large institutions have $22.7M invested in Invesco Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

5% less funds holding

Funds holding: 77 → 73 (-4)

5.73% less ownership

Funds ownership: 24.31% → 18.58% (-5.7%)

38% less capital invested

Capital invested by funds: $36.8M → $22.7M (-$14.1M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$612K
2
AAS
Ameritas Advisory Services
Nebraska
+$564K
3
IWM
IHT Wealth Management
Illinois
+$288K
4
UBS Group
UBS Group
Switzerland
+$188K
5
Financial Engines Advisors
Financial Engines Advisors
California
+$132K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.82M
2
Jane Street
Jane Street
New York
-$1.89M
3
OMC
Old Mission Capital
Illinois
-$1M
4
JWA
JFS Wealth Advisors
Pennsylvania
-$437K
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$10.4K -$1.75K -125 -14%
CFS
52
CGC Financial Services
Oregon
$9.13K – – –
PCFFS
53
Pacific Center for Financial Services
California
$9.11K +$14 +1 +0.2%
Bank of America
54
Bank of America
North Carolina
$8.98K – – –
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$7.6K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$7.08K – – –
CT
57
Caldwell Trust
Florida
$6.71K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$5.18K – – –
ACA
59
Aptus Capital Advisors
Alabama
$4.1K – – –
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.1K – – –
HI
61
Harbour Investments
Wisconsin
$3.25K -$3.72K -265 -54%
FCG
62
Financial Connections Group
California
$3K – – –
WIM
63
Westside Investment Management
California
$2.83K – – –
S
64
SignatureFD
Georgia
$2.83K +$2.81K +200 New
BTI
65
Blue Trust Inc
Georgia
$2.65K +$2.63K +187 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$2.28K -$842 -60 -27%
FWM
67
FSA Wealth Management
Massachusetts
$1.92K – – –
FCAS
68
First Command Advisory Services
Texas
$1.58K – – –
AA
69
Ancora Advisors
Ohio
$1.42K – – –
DJSG
70
D.J. St. Germain
Massachusetts
$1.13K – – –
NP
71
NorthRock Partners
Minnesota
$693 – – –
CIAS
72
Capital Investment Advisory Services
North Carolina
$679 – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$19 +$14 +1 New
OMC
74
Old Mission Capital
Illinois
– -$1M -62,835 Closed
BBVA
75
Banco Bilbao Vizcaya Argentaria
Spain
– -$435K -27,225 Closed
1 2
3
4

PBD Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2024, worth a combined $22.7M — down 38% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBD and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $612K. The largest seller was Morgan Stanley, cutting an estimated $6.82M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2024, down from 77 in Q4 2023.
  • Funds reported $22.7M of Invesco Global Clean Energy ETF stock for Q1 2024, down 38% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $612K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2024.