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Invesco Global Clean Energy ETF
PBD

81 hedge funds and large institutions have $105M invested in Invesco Global Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 79 → 81 (+2)

0.38% less ownership

Funds ownership: 24.85% → 24.47% (-0.38%)

1% less capital invested

Capital invested by funds: $106M → $105M (-$758K)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
23
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.06M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.71M
3
LPL Financial
LPL Financial
California
+$824K
4
Truist Financial
Truist Financial
North Carolina
+$557K
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$544K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.76M
2
Morgan Stanley
Morgan Stanley
New York
-$2.12M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.96M
4
Ameriprise
Ameriprise
Minnesota
-$852K
5
AIC
Ameritas Investment Company
Nebraska
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Ancora Advisors
Ohio
$3K – – –
HCM
77
Highlander Capital Management
New Jersey
$2K – – –
CYG
78
Clean Yield Group
Vermont
$2K +$1.5K +50 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$2K +$2.1K +70 New
FF
80
FourThought Financial
Florida
$1K – – –
FTUS
81
Flow Traders U.S.
New York
– -$2.76M -92,216 Closed
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
– -$1.96M -61,116 Closed
Jane Street
83
Jane Street
New York
– -$651K -20,352 Closed
Millennium Management
84
Millennium Management
New York
– -$550K -17,200 Closed
Citadel Advisors
85
Citadel Advisors
Florida
– -$366K -11,443 Closed
CAN
86
Claraphi Advisory Network
United States
– -$202K -6,312 Closed
WAP
87
Wealthcare Advisory Partners
Pennsylvania
– -$35K -1,100 Closed
IA
88
IFP Advisors
Florida
– -$22.1K -736 Closed
Bank of America
89
Bank of America
North Carolina
– -$22K -700 Closed
SFS
90
Sowell Financial Services
Arkansas
– -$18K -625 Closed
AP
91
Advisors Preferred
Maryland
– -$11K -338 Closed
CIAS
92
Capital Investment Advisory Services
North Carolina
– -$6K -193 Closed
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
– -$6K -193 Closed
BFEC
94
Benjamin F. Edwards & Company
Missouri
– -$6K -180 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– +$30 +1 New
1 2 3
4

PBD Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2021, worth a combined $105M — down 0.72% from $106M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBD positions and 14 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.06M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.76M sold.

  • 81 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $105M of Invesco Global Clean Energy ETF stock for Q2 2021, down 0.72% quarter-over-quarter.
  • 17 funds opened new Invesco Global Clean Energy ETF positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $5.06M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2021 was Flow Traders U.S., an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2021.