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Invesco Global Clean Energy ETF

81 hedge funds and large institutions have $105M invested in Invesco Global Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 7981 (+2)

0.38% less ownership

Funds ownership: 24.85%24.47% (-0.38%)

1% less capital invested

Capital invested by funds: $106M → $105M (-$758K)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
23
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$16.1M +$5.06M +168,973 +48%
LPL Financial
2
LPL Financial
California
$14M +$824K +27,504 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$13M +$442K +14,744 +4%
Morgan Stanley
4
Morgan Stanley
New York
$7M -$2.12M -70,800 -24%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.45M +$110K +3,662 +3%
Wells Fargo
6
Wells Fargo
California
$4.3M -$510K -17,031 -11%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.21M +$3.71M +123,833 +1,017%
UBS Group
8
UBS Group
Switzerland
$3.79M -$117K -3,915 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.63M +$386K +12,886 +12%
CCM
10
Colorado Capital Management
Colorado
$2.93M +$21.8K +727 +0.8%
QCM
11
Quest Capital Management
Texas
$2.8M
AIC
12
Ameritas Investment Company
Nebraska
$2.65M -$791K -26,404 -98%
Stifel Financial
13
Stifel Financial
Missouri
$2.45M -$397K -13,245 -14%
RJA
14
Raymond James & Associates
Florida
$2.06M -$566K -18,894 -22%
TCOV
15
Trust Company of Vermont
Vermont
$1.95M +$162K +5,421 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.94M -$425K -14,182 -18%
PFM
17
Parsec Financial Management
North Carolina
$1.67M
Truist Financial
18
Truist Financial
North Carolina
$1.58M +$557K +18,604 +58%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.56M +$1.59K +53 +0.1%
Ameriprise
20
Ameriprise
Minnesota
$1.48M -$852K -28,432 -37%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.13M -$68.5K -2,285 -6%
Financial Engines Advisors
22
Financial Engines Advisors
California
$885K +$21.2K +709 +3%
PAG
23
Private Advisor Group
New Jersey
$855K +$372K +12,427 +82%
BRWA
24
B. Riley Wealth Advisors
Florida
$831K +$176K +5,861 +28%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$670K +$107K +3,577 +20%

PBD Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2021, worth a combined $105M — down 0.72% from $106M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBD positions and 14 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.06M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.76M sold.

  • 81 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $105M of Invesco Global Clean Energy ETF stock for Q2 2021, down 0.72% quarter-over-quarter.
  • 17 funds opened new Invesco Global Clean Energy ETF positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $5.06M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2021 was Flow Traders U.S., an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2021.