We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF

54 hedge funds and large institutions have $13.2M invested in Invesco Global Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $12.2M → $13.2M (+$1.03M)

4.6% more ownership

Funds ownership: 21.65%26.25% (+4.6%)

4% more funds holding

Funds holding: 5254 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.93M +$2.1M +146,606 +721%
QCM
2
Quest Capital Management
Texas
$1.03M
CCM
3
Colorado Capital Management
Colorado
$938K +$110K +7,704 +10%
Jane Street
4
Jane Street
New York
$932K +$1.16M +80,585 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$872K -$27.6K -1,924 -2%
Ameriprise
6
Ameriprise
Minnesota
$774K +$958K +66,857 New
PFM
7
Parsec Financial Management
North Carolina
$765K -$82K -5,723 -8%
Morgan Stanley
8
Morgan Stanley
New York
$712K +$318K +22,158 +56%
Financial Engines Advisors
9
Financial Engines Advisors
California
$623K -$115K -8,035 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$556K +$63K +4,394 +10%
TCOV
11
Trust Company of Vermont
Vermont
$525K +$180K +12,525 +38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$337K -$11.6K -809 -3%
IWAG
13
Integer Wealth Advisors Group
Georgia
$274K +$286K +19,918 New
Stifel Financial
14
Stifel Financial
Missouri
$270K
TWI
15
Thomas White International
Illinois
$257K -$96.3K -6,718 -23%
Bank of America
16
Bank of America
North Carolina
$235K -$189K -13,181 -39%
EH
17
Equitable Holdings
New York
$193K +$80.6K +5,624 +51%
CB
18
Commerce Bank
Missouri
$166K +$206K +14,390 New
UBS Group
19
UBS Group
Switzerland
$163K -$179K -12,505 -47%
HCM
20
Howland Capital Management
Massachusetts
$163K
Wells Fargo
21
Wells Fargo
California
$163K +$24.6K +1,718 +14%
Creative Planning
22
Creative Planning
Kansas
$161K -$73.9K -5,153 -27%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$150K +$41.4K +2,885 +29%
Osaic Holdings
24
Osaic Holdings
Arizona
$147K +$182K +12,679 New
JMPWA
25
JP Morgan Private Wealth Advisors
California
$139K -$9.6K -670 -5%

PBD Hedge Fund Activity: Q1 2020 in Review

54 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2020, worth a combined $13.2M — up 8.4% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBD positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.1M. The largest seller was Advisors Preferred, cutting an estimated $344K.

  • 54 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2020, up from 52 in Q4 2019.
  • Funds reported $13.2M of Invesco Global Clean Energy ETF stock for Q1 2020, up 8.4% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2020 was LPL Financial, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2020 was Advisors Preferred, an estimated $344K sold.

Based on aggregated 13F filings for Q1 2020.