We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

80 hedge funds and large institutions have $56.7M invested in Invesco Global Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% less funds holding

Funds holding: 88 → 80 (-8)

16.71% less ownership

Funds ownership: 34.47% → 17.76% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

51% less capital invested

Capital invested by funds: $116M → $56.7M (-$59.5M)

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.1M
2
GVAG
Great Valley Advisor Group
Delaware
+$1.12M
3
PFO
Pathstone Family Office
New Jersey
+$1.06M
4
HT
HAP Trading
New York
+$769K
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$632K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
2
Jane Street
Jane Street
New York
-$5.38M
3
TCM
Tradewinds Capital Management
Washington
-$3.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
5
FTUS
Flow Traders U.S.
New York
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$1K – – –
IA
77
IFP Advisors
Florida
$1K +$465 +20 New
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$818 – – –
LHWM
79
Lake Hills Wealth Management
Texas
– -$334K -12,457 Closed
SEA
80
Stegent Equity Advisors
Texas
– -$283K -10,581 Closed
PAG
81
Private Advisor Group
New Jersey
– -$222K -8,270 Closed
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
– -$205K -7,640 Closed
KAS
83
Kestra Advisory Services
Texas
– -$201K -7,485 Closed
TSWM
84
Tyler-Stone Wealth Management
Ohio
– -$74K -2,745 Closed
CFCI
85
Comprehensive Financial Consultants Institutional
Indiana
– -$49K -2,240 Closed
CG
86
Cutler Group
California
– -$19K -720 Closed
Fidelity Investments
87
Fidelity Investments
Massachusetts
– -$6K -234 Closed
CFD
88
Creative Financial Designs
Indiana
– -$3K -123 Closed
EW
89
Evoke Wealth
California
– -$2.46K -106 -93%
EWA
90
EverSource Wealth Advisors
Alabama
– -$3K -95 Closed
CYG
91
Clean Yield Group
Vermont
– -$1K -50 Closed
1 2 3
4

PBD Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2022, worth a combined $56.7M — down 51% from $116M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBD and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Mercer Global Advisors, adding an estimated $2.1M. The largest seller was JP Morgan Chase, cutting an estimated $43.7M.

  • 80 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2022, down from 88 in Q4 2021.
  • Funds reported $56.7M of Invesco Global Clean Energy ETF stock for Q1 2022, down 51% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2022 was JP Morgan Chase, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2022.