Invesco Global Clean Energy ETF
PBD
73 hedge funds and large institutions have $42.7M invested in Invesco Global Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $38.6M → $42.7M (+$4.17M)
2.55% more ownership
Funds ownership: 18.81% → 21.36% (+2.5%)
0% more funds holding
Funds holding: 73 → 73 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$803K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$742K |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$740K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$502K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$438K |
| 4 |
B
Bailard
Foster City,
California
|
-$273K |
| 5 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| – | -$80.7K | -4,097 | Closed |
|
|
BAM
77
Belpointe Asset Management
Reno,
Nevada
| – | -$69K | -3,500 | Closed |
|
|
NHT
78
New Hampshire Trust
Concord,
New Hampshire
| – | -$15.2K | -770 | Closed |
|
|
TAM
79
Tucker Asset Management
Littleton,
Colorado
| – | -$6.74K | -342 | Closed |
|
|
AA
80
Addison Advisors
Middlebury,
Vermont
| – | -$2.35K | -119 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$394 | -20 | Closed |
|
PBD Hedge Fund Activity: Q2 2023 in Review
73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2023, worth a combined $42.7M — up 11% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBD positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $3.73M sold.
- 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $42.7M of Invesco Global Clean Energy ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 9 funds opened new Invesco Global Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
- The largest Invesco Global Clean Energy ETF buyer in Q2 2023 was Jane Street, an estimated $7M added.
- The largest Invesco Global Clean Energy ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $3.73M sold.
Based on aggregated 13F filings for Q2 2023.