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Invesco Global Clean Energy ETF
PBD

88 hedge funds and large institutions have $116M invested in Invesco Global Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 86 → 88 (+2)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

4.75% less ownership

Funds ownership: 39.23% → 34.47% (-4.8%)

27% less capital invested

Capital invested by funds: $159M → $116M (-$42.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
21
Closed
19
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.01M
2
TCM
Tradewinds Capital Management
Washington
+$4.1M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
5
FTUS
Flow Traders U.S.
New York
+$776K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.85M
4
HT
HAP Trading
New York
-$2.72M
5
UBS Group
UBS Group
Switzerland
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
EWA
77
EverSource Wealth Advisors
Alabama
$3K +$2.76K +95 New
EW
78
Evoke Wealth
California
$3K +$3.31K +114 New
AA
79
Addison Advisors
Vermont
$3K +$3.46K +119 New
CFD
80
Creative Financial Designs
Indiana
$3K +$3.58K +123 New
FWM
81
Focused Wealth Management
New York
$2K +$29 +1 +1%
CYG
82
Clean Yield Group
Vermont
$1K – – –
FF
83
FourThought Financial
Florida
$1K – – –
HCM
84
Highlander Capital Management
New Jersey
$1K – – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$1K – – –
Simplex Trading
86
Simplex Trading
Illinois
$1K +$1.95K +67 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$885 – – –
HighTower Advisors
88
HighTower Advisors
Illinois
– -$11.9M -428,472 Closed
HT
89
HAP Trading
New York
– -$2.72M -97,656 Closed
MFS
90
Mirabella Financial Services
United Kingdom
– -$1.99M -71,404 Closed
RJA
91
Raymond James & Associates
Florida
– -$1.76M -63,065 Closed
Truist Financial
92
Truist Financial
North Carolina
– -$1.57M -56,171 Closed
IFG
93
Independent Financial Group
California
– -$367K -13,176 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
– -$255K -9,149 Closed
NFG
95
Next Financial Group
Texas
– -$229K -8,231 Closed
BAM
96
Barrett Asset Management
New York
– -$44K -1,579 Closed
IF
97
Ironwood Financial
Arizona
– -$31K -1,123 Closed
RCA
98
Ranch Capital Advisors
Florida
– -$30K -1,060 Closed
JCM
99
Jacobi Capital Management
Pennsylvania
– -$25K -904 Closed
KC
100
Knuff & Co
California
– -$11K -400 Closed
1 2 3
4
5

PBD Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2021, worth a combined $116M — down 27% from $159M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBD positions and 19 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.01M. The largest seller was JP Morgan Chase, cutting an estimated $23.9M.

  • 88 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $116M of Invesco Global Clean Energy ETF stock for Q4 2021, down 27% quarter-over-quarter.
  • 22 funds opened new Invesco Global Clean Energy ETF positions in Q4 2021 and 19 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2021 was Jane Street, an estimated $7.01M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2021 was JP Morgan Chase, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2021.