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Invesco Global Clean Energy ETF

49 hedge funds and large institutions have $27.1M invested in Invesco Global Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

68% more capital invested

Capital invested by funds: $16.1M → $27.1M (+$10.9M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.72% less ownership

Funds ownership: 24.04%22.31% (-1.7%)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.78M +$894K +46,105 +27%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M +$2.11M +108,754 New
QCM
3
Quest Capital Management
Texas
$1.97M +$7.95K +410 +0.5%
CCM
4
Colorado Capital Management
Colorado
$1.91M -$13.9K -716 -0.8%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.52M -$17.8K -920 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.4M +$61K +3,147 +5%
PFM
7
Parsec Financial Management
North Carolina
$1.27M -$101K -5,203 -8%
UBS Group
8
UBS Group
Switzerland
$1.14M +$786K +40,575 +354%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.13M +$25K +1,292 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.06M -$1.2K -62 -0.1%
Financial Engines Advisors
11
Financial Engines Advisors
California
$1.04M -$125K -6,473 -12%
TCOV
12
Trust Company of Vermont
Vermont
$1.03M +$88.3K +4,553 +11%
SFS
13
Sowell Financial Services
Arkansas
$769K +$675K +34,818 +13,927%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$685K +$184K +9,499 +44%
IWAG
15
Integer Wealth Advisors Group
Georgia
$650K +$141K +7,252 +32%
Jane Street
16
Jane Street
New York
$635K +$561K +28,957 New
Stifel Financial
17
Stifel Financial
Missouri
$516K
Osaic Holdings
18
Osaic Holdings
Arizona
$477K +$209K +10,770 +98%
Wells Fargo
19
Wells Fargo
California
$350K +$10.3K +530 +3%
CB
20
Commerce Bank
Missouri
$316K
HCM
21
Howland Capital Management
Massachusetts
$308K
Creative Planning
22
Creative Planning
Kansas
$305K
WEC
23
Winslow Evans & Crocker
Massachusetts
$268K +$12.2K +628 +5%
PSUF
24
People's United Financial
Connecticut
$226K -$5.56K -287 -3%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$215K +$190K +9,805 New

PBD Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2020, worth a combined $27.1M — up 68% from $16.1M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2020: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.11M. The largest seller was HAP Trading, exiting entirely with an estimated $420K sold.

  • 49 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $27.1M of Invesco Global Clean Energy ETF stock for Q3 2020, up 68% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q3 2020 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $2.11M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2020 was HAP Trading, an estimated $420K sold.

Based on aggregated 13F filings for Q3 2020.