Invesco Global Clean Energy ETF
PBD
73 hedge funds and large institutions have $31.4M invested in Invesco Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 8 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding
Funds holding: 73 → 73 (0)
0.82% less ownership
Funds ownership: 21.36% → 20.54% (-0.82%)
27% less capital invested
Capital invested by funds: $42.7M → $31.4M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.79M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 3 |
Morgan Stanley
New York
|
+$319K |
| 4 |
JIC
Joel Isaacson & Co
New York
|
+$265K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.61M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$777K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$751K |
| 5 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
-$570K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$485K | -25,647 | Closed |
|
77
Creative Planning
Overland Park,
Kansas
| – | -$320K | -16,955 | Closed |
|
|
CB
78
Commerce Bank
Kansas City,
Missouri
| – | -$272K | -14,390 | Closed |
|
|
MG
79
Mather Group
Chicago,
Illinois
| – | -$205K | -10,841 | Closed |
|
|
HCM
80
Howland Capital Management
Boston,
Massachusetts
| – | -$190K | -10,050 | Closed |
|
|
WIM
81
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$30.5K | -1,616 | Closed |
|
|
GWM
82
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.47K | -78 | Closed |
|
PBD Hedge Fund Activity: Q3 2023 in Review
73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2023, worth a combined $31.4M — down 27% from $42.7M 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 17 trimmed.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Jane Street, cutting an estimated $5.61M.
- 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $31.4M of Invesco Global Clean Energy ETF stock for Q3 2023, down 27% quarter-over-quarter.
- 9 funds opened new Invesco Global Clean Energy ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
- The largest Invesco Global Clean Energy ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $3.79M added.
- The largest Invesco Global Clean Energy ETF seller in Q3 2023 was Jane Street, an estimated $5.61M sold.
Based on aggregated 13F filings for Q3 2023.