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Invesco Global Clean Energy ETF
PBD

64 hedge funds and large institutions have $62.6M invested in Invesco Global Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

131% more capital invested

Capital invested by funds: $27.1M → $62.6M (+$35.6M)

31% more funds holding

Funds holding: 49 → 64 (+15)

4.97% less ownership

Funds ownership: 22.31% → 17.34% (-5%)

Holders
64
Holders Change
+15
Holders Change %
+30.61%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.61M
3
Ameriprise
Ameriprise
Minnesota
+$1.9M
4
LPL Financial
LPL Financial
California
+$1.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.24M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.03M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$265K
4
Jane Street
Jane Street
New York
-$66.8K
5
PGAM
Princeton Global Asset Management
New Jersey
-$47.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$9.55M +$1.56M +56,797 +26%
JP Morgan Chase
2
JP Morgan Chase
New York
$7.14M +$5.65M +205,333 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.38M +$2.61M +94,771 +303%
Morgan Stanley
4
Morgan Stanley
New York
$3.47M +$996K +36,172 +57%
CCM
5
Colorado Capital Management
Colorado
$3.19M +$121K +4,412 +5%
QCM
6
Quest Capital Management
Texas
$3.14M +$20.1K +730 +0.8%
UBS Group
7
UBS Group
Switzerland
$2.42M +$489K +17,762 +34%
Ameriprise
8
Ameriprise
Minnesota
$2.4M +$1.9M +68,918 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.1M +$329K +11,939 +25%
IWAG
10
Integer Wealth Advisors Group
Georgia
$2.04M +$674K +24,472 +83%
PFM
11
Parsec Financial Management
North Carolina
$1.97M -$26.1K -947 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.82M +$14.9K +540 +1%
TCOV
13
Trust Company of Vermont
Vermont
$1.77M +$115K +4,175 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.68M -$1.66M -60,360 -56%
Citadel Advisors
15
Citadel Advisors
Florida
$1.57M +$1.24M +45,215 New
Financial Engines Advisors
16
Financial Engines Advisors
California
$1.32M -$265K -9,633 -20%
SFS
17
Sowell Financial Services
Arkansas
$1.29M +$59.1K +2,148 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.1M -$1.03M -37,468 -54%
MCM
19
Mainstay Capital Management
Michigan
$1.09M +$866K +31,445 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.02M +$207K +7,528 +35%
Jane Street
21
Jane Street
New York
$922K -$66.8K -2,427 -8%
Stifel Financial
22
Stifel Financial
Missouri
$817K – – –
HT
23
HAP Trading
New York
$722K +$572K +20,766 New
Wells Fargo
24
Wells Fargo
California
$632K +$61.3K +2,228 +14%
Creative Planning
25
Creative Planning
Kansas
$575K +$72.4K +2,631 +19%
1
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PBD Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2020, worth a combined $62.6M — up 131% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBD positions and 4 closed out — a net gain of 15 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $5.65M. The largest seller was Susquehanna International Group, cutting an estimated $1.66M.

  • 64 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $62.6M of Invesco Global Clean Energy ETF stock for Q4 2020, up 131% quarter-over-quarter.
  • 19 funds opened new Invesco Global Clean Energy ETF positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $5.65M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2020.