Invesco Global Clean Energy ETF
PBD
77 hedge funds and large institutions have $36.8M invested in Invesco Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $31.4M → $36.8M (+$5.42M)
5% more funds holding
Funds holding: 73 → 77 (+4)
3.76% more ownership
Funds ownership: 20.54% → 24.31% (+3.8%)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.67M |
| 2 |
Jane Street
New York
|
+$1.57M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$918K |
| 4 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$780K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$213K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
76
Capital Investment Advisory Services
Raleigh,
North Carolina
| $767 | – | – | – |
|
|
TVAMP
77
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $240 | +$219 | +15 | New |
|
|
NWA
78
Navis Wealth Advisors
Rye Brook,
New York
| – | -$563K | -36,576 | Closed |
|
|
FAIM
79
Financial Advocates Investment Management
Olympia,
Washington
| – | -$436K | -28,206 | Closed |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$155K | -10,107 | Closed |
|
|
PA
81
Parallel Advisors
San Francisco,
California
| – | -$3.82K | -248 | Closed |
|
|
IWP
82
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$2.17K | -141 | Closed |
|
|
TAM
83
Tucker Asset Management
Littleton,
Colorado
| – | -$108 | -7 | Closed |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | -$15 | -1 | Closed |
|
PBD Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2023, worth a combined $36.8M — up 17% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was LPL Financial, cutting an estimated $2.13M.
- 77 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2023, up from 73 in Q3 2023.
- Funds reported $36.8M of Invesco Global Clean Energy ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest Invesco Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.67M added.
- The largest Invesco Global Clean Energy ETF seller in Q4 2023 was LPL Financial, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2023.