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Invesco Global Clean Energy ETF
PBD

79 hedge funds and large institutions have $106M invested in Invesco Global Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $62.6M → $106M (+$43.3M)

23% more funds holding

Funds holding: 64 → 79 (+15)

7.5% more ownership

Funds ownership: 17.34% → 24.85% (+7.5%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$7.04M
3
LPL Financial
LPL Financial
California
+$5.32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.17M
5
Wells Fargo
Wells Fargo
California
+$4.92M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
2
SFS
Sowell Financial Services
Arkansas
-$1.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.21M
4
MCM
Mainstay Capital Management
Michigan
-$1.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$13.5M +$5.32M +148,607 +54%
HighTower Advisors
2
HighTower Advisors
Illinois
$13M +$14.5M +404,545 New
JP Morgan Chase
3
JP Morgan Chase
New York
$11.2M +$5.17M +144,548 +70%
Morgan Stanley
4
Morgan Stanley
New York
$9.49M +$7.04M +196,751 +197%
Wells Fargo
5
Wells Fargo
California
$4.99M +$4.92M +137,607 +757%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.47M +$2.84M +79,502 +132%
UBS Group
7
UBS Group
Switzerland
$4.04M +$2.03M +56,622 +81%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M -$784K -21,903 -17%
CCM
9
Colorado Capital Management
Colorado
$3M +$84.6K +2,365 +3%
Stifel Financial
10
Stifel Financial
Missouri
$2.96M +$2.47M +68,974 +294%
FTUS
11
Flow Traders U.S.
New York
$2.95M +$3.3M +92,216 New
QCM
12
Quest Capital Management
Texas
$2.89M – – –
RJA
13
Raymond James & Associates
Florida
$2.73M +$3.06M +85,418 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.46M +$883K +24,691 +47%
Ameriprise
15
Ameriprise
Minnesota
$2.42M +$260K +7,267 +11%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$1.96M +$2.19M +61,116 New
TCOV
17
Trust Company of Vermont
Vermont
$1.84M +$229K +6,394 +13%
IWAG
18
Integer Wealth Advisors Group
Georgia
$1.78M +$71.8K +2,007 +4%
PFM
19
Parsec Financial Management
North Carolina
$1.73M -$99.8K -2,791 -5%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.61M +$669K +18,691 +59%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.24M +$333K +9,315 +32%
Truist Financial
22
Truist Financial
North Carolina
$1.03M +$1.16M +32,354 New
Financial Engines Advisors
23
Financial Engines Advisors
California
$892K -$358K -10,009 -26%
AIC
24
Ameritas Investment Company
Nebraska
$861K +$963K +26,905 New
BRWA
25
B. Riley Wealth Advisors
Florida
$671K +$750K +20,953 New
1
2 3 4

PBD Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2021, worth a combined $106M — up 69% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PBD positions and 9 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.

  • 79 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2021, up from 64 in Q4 2020.
  • Funds reported $106M of Invesco Global Clean Energy ETF stock for Q1 2021, up 69% quarter-over-quarter.
  • 25 funds opened new Invesco Global Clean Energy ETF positions in Q1 2021 and 9 closed out, a net change of +16 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2021.