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Invesco Global Clean Energy ETF
PBD

71 hedge funds and large institutions have $23.2M invested in Invesco Global Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0.57% more ownership

Funds ownership: 20.74% → 21.31% (+0.57%)

0% less capital invested

Capital invested by funds: $23.2M → $23.2M (-$16K)

3% less funds holding

Funds holding: 73 → 71 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
18
Closed
5
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
2
Jane Street
Jane Street
New York
+$394K
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$149K
4
TSS
Two Sigma Securities
New York
+$137K
5
Morgan Stanley
Morgan Stanley
New York
+$111K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$1.28M
2
JIC
Joel Isaacson & Co
New York
-$355K
3
UBS Group
UBS Group
Switzerland
-$340K
4
RAM
Ramirez Asset Management
New York
-$231K
5
VF
Virtu Financial
New York
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
51
Pacific Center for Financial Services
California
$9.07K +$27 +2 +0.3%
CFS
52
CGC Financial Services
Oregon
$9.04K – – –
Bank of America
53
Bank of America
North Carolina
$8.9K – – –
CT
54
Caldwell Trust
Florida
$6.64K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$6.62K – – –
AWM
56
Atticus Wealth Management
Florida
$5.91K +$5.7K +422 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$5.13K – – –
BLC
58
Brown, Lisle/Cummings
Rhode Island
$4.55K – – –
ACA
59
Aptus Capital Advisors
Alabama
$4.06K – – –
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.06K – – –
HI
61
Harbour Investments
Wisconsin
$3.22K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$2.82K – – –
WIM
63
Westside Investment Management
California
$2.8K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$2.76K – – –
FCG
65
Financial Connections Group
California
$2K – – –
CPG
66
Cornerstone Planning Group
New Jersey
$1.97K +$14 +1 +0.7%
AA
67
Ancora Advisors
Ohio
$1.4K – – –
WSFS
68
Wilmington Savings Fund Society
Delaware
$1.4K +$1.35K +100 New
DJSG
69
D.J. St. Germain
Massachusetts
$1.12K – – –
CIAS
70
Capital Investment Advisory Services
North Carolina
$672 – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$28 -$743 -55 -96%
JIC
72
Joel Isaacson & Co
New York
– -$355K -26,226 Closed
RAM
73
Ramirez Asset Management
New York
– -$231K -17,082 Closed
VF
74
Virtu Financial
New York
– -$215K -15,896 Closed
SAM
75
Smartleaf Asset Management
Massachusetts
– -$32.8K -2,400 Closed
1 2
3
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PBD Hedge Fund Activity: Q3 2024 in Review

71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2024, worth a combined $23.2M — down 0.07% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PBD and 3 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.1M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.28M.

  • 71 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2024, down from 73 in Q2 2024.
  • Funds reported $23.2M of Invesco Global Clean Energy ETF stock for Q3 2024, down 0.07% quarter-over-quarter.
  • 3 funds opened new Invesco Global Clean Energy ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2024 was Ameritas Advisory Services, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2024.