Invesco Global Clean Energy ETF
PBD
73 hedge funds and large institutions have $22.7M invested in Invesco Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
5% less funds holding
Funds holding: 77 → 73 (-4)
5.73% less ownership
Funds ownership: 24.31% → 18.58% (-5.7%)
38% less capital invested
Capital invested by funds: $36.8M → $22.7M (-$14.1M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$612K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$564K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$288K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$188K |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.82M |
| 2 |
Jane Street
New York
|
-$1.89M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$437K |
| 5 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$435K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
76
Two Sigma Securities
New York
| – | -$165K | -10,321 | Closed |
|
|
MPCG
77
Matrix Private Capital Group
New York
| – | -$8.37K | -524 | Closed |
|
|
ASN
78
Advisory Services Network
Atlanta,
Georgia
| – | -$7.7K | -482 | Closed |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| – | -$3.16K | -198 | Closed |
|
80
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$1.92K | -120 | Closed |
|
|
FWM
81
Focused Wealth Management
Newburgh,
New York
| – | -$849 | -53 | Closed |
|
|
AA
82
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$1K | -40 | Closed |
|
|
TVAMP
83
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$240 | -15 | Closed |
|
PBD Hedge Fund Activity: Q1 2024 in Review
73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2024, worth a combined $22.7M — down 38% from $36.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PBD and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 21 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $612K. The largest seller was Morgan Stanley, cutting an estimated $6.82M.
- 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2024, down from 77 in Q4 2023.
- Funds reported $22.7M of Invesco Global Clean Energy ETF stock for Q1 2024, down 38% quarter-over-quarter.
- 6 funds opened new Invesco Global Clean Energy ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
- The largest Invesco Global Clean Energy ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $612K added.
- The largest Invesco Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.82M sold.
Based on aggregated 13F filings for Q1 2024.