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Invesco Global Clean Energy ETF
PBD

73 hedge funds and large institutions have $23.2M invested in Invesco Global Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.16% more ownership

Funds ownership: 18.58% → 20.74% (+2.2%)

2% more capital invested

Capital invested by funds: $22.7M → $23.2M (+$514K)

0% more funds holding

Funds holding: 73 → 73 (0)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
24
Closed
3
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$31K

Top Buyers

1
Jane Street
Jane Street
New York
+$1.54M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$581K
3
AAS
Ameritas Advisory Services
Nebraska
+$323K
4
VF
Virtu Financial
New York
+$224K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$102K

Top Sellers

1
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$281K
2
Stifel Financial
Stifel Financial
Missouri
-$144K
3
RAM
Ramirez Asset Management
New York
-$118K
4
Financial Engines Advisors
Financial Engines Advisors
California
-$112K
5
RPCA
Running Point Capital Advisors
California
-$91.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$24.8K – – –
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$9.81K – – –
PCFFS
53
Pacific Center for Financial Services
California
$8.73K +$28 +2 +0.3%
CFS
54
CGC Financial Services
Oregon
$8.72K – – –
Bank of America
55
Bank of America
North Carolina
$8.59K – – –
CT
56
Caldwell Trust
Florida
$6.41K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$6.38K -$4.51K -321 -40%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$4.95K – – –
BLC
59
Brown, Lisle/Cummings
Rhode Island
$4.39K +$4.57K +325 New
ACA
60
Aptus Capital Advisors
Alabama
$3.92K – – –
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.92K – – –
HI
62
Harbour Investments
Wisconsin
$3.11K – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$2.98K -$4.21K -299 -60%
WIM
64
Westside Investment Management
California
$2.7K – – –
Jones Financial Companies
65
Jones Financial Companies
Missouri
$2.68K +$2.79K +198 New
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$2.66K -$4.78K -340 -63%
BTI
67
Blue Trust Inc
Georgia
$2.65K – – –
FCG
68
Financial Connections Group
California
$2K – – –
CPG
69
Cornerstone Planning Group
New Jersey
$1.91K +$2.11K +150 New
AA
70
Ancora Advisors
Ohio
$1.35K – – –
DJSG
71
D.J. St. Germain
Massachusetts
$1.08K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$771 +$788 +56 +5,600%
CIAS
73
Capital Investment Advisory Services
North Carolina
$649 – – –
S
74
SignatureFD
Georgia
– -$2.83K -200 Closed
FCAS
75
First Command Advisory Services
Texas
– -$1.58K -112 Closed
1 2
3
4

PBD Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2024, worth a combined $23.2M — up 2.3% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PBD positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $1.54M. The largest seller was Compagnie Lombard Odier SCmA, cutting an estimated $281K.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $23.2M of Invesco Global Clean Energy ETF stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 4 funds opened new Invesco Global Clean Energy ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2024 was Jane Street, an estimated $1.54M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2024 was Compagnie Lombard Odier SCmA, an estimated $281K sold.

Based on aggregated 13F filings for Q2 2024.