Invesco Global Clean Energy ETF
PBD
73 hedge funds and large institutions have $38.6M invested in Invesco Global Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
1% less funds holding
Funds holding: 74 → 73 (-1)
3.59% less ownership
Funds ownership: 22.4% → 18.81% (-3.6%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
20% less capital invested
Capital invested by funds: $48M → $38.6M (-$9.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$964K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$322K |
| 3 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$253K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$176K |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$9.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$1.16M |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$331K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$247K | -13,437 | Closed |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$225K | -12,239 | Closed |
|
|
AWM
78
Activest Wealth Management
Aventure,
Florida
| – | -$20.2K | -1,100 | Closed |
|
79
Rockefeller Capital Management
New York
| – | -$8K | -473 | Closed |
|
|
MPCL
80
My Personal CFO LLC
Vancouver,
Washington
| – | -$3.03K | -165 | Closed |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| – | -$1K | -20 | Closed |
|
PBD Hedge Fund Activity: Q1 2023 in Review
73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2023, worth a combined $38.6M — down 20% from $48M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PBD and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.
The largest buyer was Wells Fargo, adding an estimated $964K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $9.39M sold.
- 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2023, down from 74 in Q4 2022.
- Funds reported $38.6M of Invesco Global Clean Energy ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
- The largest Invesco Global Clean Energy ETF buyer in Q1 2023 was Wells Fargo, an estimated $964K added.
- The largest Invesco Global Clean Energy ETF seller in Q1 2023 was International Assets Investment Management, an estimated $9.39M sold.
Based on aggregated 13F filings for Q1 2023.