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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $17.5M invested in Invesco Global Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 71 → 74 (+3)

0.3% more ownership

Funds ownership: 21.31% → 21.61% (+0.3%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

25% less capital invested

Capital invested by funds: $23.2M → $17.5M (-$5.75M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
6
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$29K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$674K
2
Mariner
Mariner
Kansas
+$419K
3
HCM
Howland Capital Management
Massachusetts
+$363K
4
JP Morgan Chase
JP Morgan Chase
New York
+$337K
5
ACA
Affinity Capital Advisors
California
+$317K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.07M
2
AAS
Ameritas Advisory Services
Nebraska
-$1.26M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$430K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$172K
5
PFA
Pettinga Financial Advisors
Indiana
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$17.3K – – –
RPCA
52
Running Point Capital Advisors
California
$16.1K -$14.1K -1,130 -45%
Simplex Trading
53
Simplex Trading
Illinois
$13K +$15K +1,200 New
ADL
54
Asset Dedication LLC
California
$8.81K -$13.4K -1,071 -58%
PCFFS
55
Pacific Center for Financial Services
California
$7.51K +$13 +1 +0.2%
CFS
56
CGC Financial Services
Oregon
$7.46K – – –
Bank of America
57
Bank of America
North Carolina
$7.35K – – –
CT
58
Caldwell Trust
Florida
$5.48K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$5.21K -$275 -22 -5%
AWM
60
Atticus Wealth Management
Florida
$4.9K +$25 +2 +0.5%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$4.24K – – –
EPIMS
62
Evelyn Partners Investment Management Services
$4K +$4.33K +346 New
ACA
63
Aptus Capital Advisors
Alabama
$3.35K – – –
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.35K – – –
NA
65
NewEdge Advisors
Louisiana
$2.92K -$78.9K -6,312 -96%
HI
66
Harbour Investments
Wisconsin
$2.66K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.31K – – –
WIM
68
Westside Investment Management
California
$2.31K – – –
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$2.28K – – –
FCG
70
Financial Connections Group
California
$2K – – –
CPG
71
Cornerstone Planning Group
New Jersey
$1.74K – – –
AA
72
Ancora Advisors
Ohio
$1.16K – – –
WSFS
73
Wilmington Savings Fund Society
Delaware
$1.16K – – –
AWM
74
AE Wealth Management
Kansas
$81 +$88 +7 New
PFA
75
Pettinga Financial Advisors
Indiana
– -$160K -11,455 Closed
1 2
3
4

PBD Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2024, worth a combined $17.5M — down 25% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBD positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $674K. The largest seller was Jane Street, cutting an estimated $2.07M.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $17.5M of Invesco Global Clean Energy ETF stock for Q4 2024, down 25% quarter-over-quarter.
  • 10 funds opened new Invesco Global Clean Energy ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2024 was Citadel Advisors, an estimated $674K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2024 was Jane Street, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2024.