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Invesco Global Clean Energy ETF

86 hedge funds and large institutions have $159M invested in Invesco Global Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

51% more capital invested

Capital invested by funds: $105M → $159M (+$53.4M)

14.76% more ownership

Funds ownership: 24.47%39.23% (+15%)

6% more funds holding

Funds holding: 8186 (+5)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
14
Closed
8
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$75.8M +$64.5M +2,200,582 +424%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.9M +$269K +9,183 +2%
LPL Financial
3
LPL Financial
California
$10M -$2.66M -90,833 -20%
Morgan Stanley
4
Morgan Stanley
New York
$6.7M +$426K +14,538 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.2M +$1.26M +42,845 +30%
UBS Group
6
UBS Group
Switzerland
$3.61M +$207K +7,072 +6%
Wells Fargo
7
Wells Fargo
California
$3.33M -$568K -19,363 -14%
AIC
8
Ameritas Investment Company
Nebraska
$2.9M +$3.03M +103,404 +20,640%
CCM
9
Colorado Capital Management
Colorado
$2.89M +$268K +9,145 +10%
HT
10
HAP Trading
New York
$2.72M +$2.86M +97,656 New
QCM
11
Quest Capital Management
Texas
$2.52M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.36M -$945K -32,232 -28%
MFS
13
Mirabella Financial Services
United Kingdom
$1.99M +$2.09M +71,404 New
TCOV
14
Trust Company of Vermont
Vermont
$1.85M +$107K +3,640 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.76M +$14.4K +490 +0.8%
RJA
16
Raymond James & Associates
Florida
$1.76M -$101K -3,459 -5%
PFM
17
Parsec Financial Management
North Carolina
$1.68M -$43.4K -1,481 -3%
Ameriprise
18
Ameriprise
Minnesota
$1.65M +$334K +11,397 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$1.58M +$1.66M +56,708 New
Truist Financial
20
Truist Financial
North Carolina
$1.57M +$153K +5,213 +10%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.41M
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.39M +$1.46M +49,696 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.21M +$207K +7,072 +19%
Financial Engines Advisors
24
Financial Engines Advisors
California
$940K +$151K +5,152 +18%
PAG
25
Private Advisor Group
New Jersey
$761K -$8.94K -305 -1%

PBD Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2021, worth a combined $159M — up 51% from $105M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBD positions and 8 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $64.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.66M.

  • 86 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $159M of Invesco Global Clean Energy ETF stock for Q3 2021, up 51% quarter-over-quarter.
  • 14 funds opened new Invesco Global Clean Energy ETF positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $64.5M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2021.