Invesco Global Clean Energy ETF
PBD
79 hedge funds and large institutions have $106M invested in Invesco Global Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
69% more capital invested
Capital invested by funds: $62.6M → $106M (+$43.3M)
23% more funds holding
Funds holding: 64 → 79 (+15)
7.5% more ownership
Funds ownership: 17.34% → 24.85% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$14.5M |
| 2 |
Morgan Stanley
New York
|
+$7.04M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.32M |
| 4 |
JP Morgan Chase
New York
|
+$5.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
| 4 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$784K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
76
Focused Wealth Management
Newburgh,
New York
| $4K | +$4.08K | +114 | New |
|
|
AA
77
Ancora Advisors
Cleveland,
Ohio
| $3K | – | – | – |
|
|
HCM
78
Highlander Capital Management
Short Hills,
New Jersey
| $2K | +$1.79K | +50 | New |
|
|
FF
79
FourThought Financial
Venice,
Florida
| $1K | – | – | – |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.68M | -48,394 | Closed |
|
|
MCM
81
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$1.09M | -31,445 | Closed |
|
|
HT
82
HAP Trading
New York
| – | -$722K | -20,766 | Closed |
|
|
EH
83
Equitable Holdings
New York
| – | -$229K | -6,592 | Closed |
|
|
TA
84
Tiedemann Advisors
New York
| – | -$213K | -6,125 | Closed |
|
|
OIM
85
Oder Investment Management
Woodland Hills,
California
| – | -$71K | -2,048 | Closed |
|
|
ASN
86
Advisory Services Network
Atlanta,
Georgia
| – | -$17K | -480 | Closed |
|
|
CYG
87
Clean Yield Group
Norwich,
Vermont
| – | -$3K | -100 | Closed |
|
PBD Hedge Fund Activity: Q1 2021 in Review
79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2021, worth a combined $106M — up 69% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PBD positions and 9 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.
- 79 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2021, up from 64 in Q4 2020.
- Funds reported $106M of Invesco Global Clean Energy ETF stock for Q1 2021, up 69% quarter-over-quarter.
- 25 funds opened new Invesco Global Clean Energy ETF positions in Q1 2021 and 9 closed out, a net change of +16 holders.
- The largest Invesco Global Clean Energy ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.5M added.
- The largest Invesco Global Clean Energy ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2021.