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Invesco Global Clean Energy ETF
PBD

49 hedge funds and large institutions have $16.1M invested in Invesco Global Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

22% more capital invested

Capital invested by funds: $13.2M → $16.1M (+$2.94M)

2.21% less ownership

Funds ownership: 26.25% → 24.04% (-2.2%)

9% less funds holding

Funds holding: 54 → 49 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HT
HAP Trading
New York
+$367K
2
Citadel Advisors
Citadel Advisors
Florida
+$307K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$269K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$157K
5
AP
Advisors Preferred
Maryland
+$142K

Top Sellers

1
Jane Street
Jane Street
New York
-$932K
2
Ameriprise
Ameriprise
Minnesota
-$774K
3
TWI
Thomas White International
Illinois
-$246K
4
Bank of America
Bank of America
North Carolina
-$235K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.73M +$68.1K +4,911 +3%
QCM
2
Quest Capital Management
Texas
$1.42M – – –
CCM
3
Colorado Capital Management
Colorado
$1.38M +$92.3K +6,658 +8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.11M -$73.6K -5,309 -7%
PFM
5
Parsec Financial Management
North Carolina
$997K -$45.2K -3,264 -5%
Morgan Stanley
6
Morgan Stanley
New York
$960K -$13.2K -955 -2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$856K +$1.9K +137 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$799K +$32.6K +2,354 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$769K +$269K +19,380 +67%
TCOV
10
Trust Company of Vermont
Vermont
$672K -$42.3K -3,053 -7%
HT
11
HAP Trading
New York
$420K +$367K +26,463 New
IWAG
12
Integer Wealth Advisors Group
Georgia
$384K +$33.8K +2,440 +12%
Stifel Financial
13
Stifel Financial
Missouri
$373K +$2.77K +200 +0.9%
Citadel Advisors
14
Citadel Advisors
Florida
$351K +$307K +22,156 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$345K +$157K +11,311 +108%
EH
16
Equitable Holdings
New York
$265K +$804 +58 +0.3%
Wells Fargo
17
Wells Fargo
California
$244K +$17.7K +1,277 +9%
CB
18
Commerce Bank
Missouri
$228K – – –
HCM
19
Howland Capital Management
Massachusetts
$223K – – –
Creative Planning
20
Creative Planning
Kansas
$221K – – –
AP
21
Advisors Preferred
Maryland
$205K +$142K +10,236 +388%
WEC
22
Winslow Evans & Crocker
Massachusetts
$184K +$2.65K +191 +2%
UBS Group
23
UBS Group
Switzerland
$182K -$37.3K -2,691 -19%
Osaic Holdings
24
Osaic Holdings
Arizona
$174K -$23.6K -1,700 -13%
PSUF
25
People's United Financial
Connecticut
$168K -$2.51K -181 -2%
1
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PBD Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2020, worth a combined $16.1M — up 22% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBD and 5 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was HAP Trading, opening a new position worth an estimated $367K. The largest seller was Jane Street, exiting entirely with an estimated $932K sold.

  • 49 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2020, down from 54 in Q1 2020.
  • Funds reported $16.1M of Invesco Global Clean Energy ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q2 2020 and 10 closed out, a net change of -5 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2020 was HAP Trading, an estimated $367K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2020 was Jane Street, an estimated $932K sold.

Based on aggregated 13F filings for Q2 2020.