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Invesco Global Clean Energy ETF

80 hedge funds and large institutions have $56.7M invested in Invesco Global Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% less funds holding

Funds holding: 8880 (-8)

16.71% less ownership

Funds ownership: 34.47%17.76% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

51% less capital invested

Capital invested by funds: $116M → $56.7M (-$59.5M)

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.21M +$237K +10,209 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.26M -$178K -7,684 -4%
AAS
3
Ameritas Advisory Services
Nebraska
$4.1M +$574K +24,711 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.79M -$85.6K -3,686 -9%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.48M +$2.1M +90,407 +181%
SMFG
6
Sumitomo Mitsui Financial Group
Japan
$3.46M -$112K -4,800 -8%
CCM
7
Colorado Capital Management
Colorado
$2.72M +$45.1K +1,943 +2%
Wells Fargo
8
Wells Fargo
California
$2.01M +$418K +18,009 +28%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.93M -$246K -10,570 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.64M -$1.22M -52,327 -44%
TCOV
11
Trust Company of Vermont
Vermont
$1.54M -$175K -7,551 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.52M -$17.5K -754 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$1.34M +$452K +19,445 +56%
Ameriprise
14
Ameriprise
Minnesota
$1.31M +$269K +11,569 +28%
PFM
15
Parsec Financial Management
North Carolina
$1.28M -$18.5K -796 -2%
UBS Group
16
UBS Group
Switzerland
$1.22M +$182K +7,843 +19%
GVAG
17
Great Valley Advisor Group
Delaware
$1.19M +$1.12M +48,042 New
JWA
18
JFS Wealth Advisors
Pennsylvania
$1.15M -$105K -4,522 -9%
PFO
19
Pathstone Family Office
New Jersey
$1.13M +$1.06M +45,552 New
Financial Engines Advisors
20
Financial Engines Advisors
California
$1.13M +$148K +6,356 +16%
HT
21
HAP Trading
New York
$821K +$769K +33,102 New
FAIM
22
Financial Advocates Investment Management
Washington
$682K +$206K +8,851 +48%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$675K +$632K +27,200 New
Stifel Financial
24
Stifel Financial
Missouri
$665K +$49.6K +2,137 +9%
IWM
25
IHT Wealth Management
Illinois
$545K +$158K +6,816 +45%

PBD Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2022, worth a combined $56.7M — down 51% from $116M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBD and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Mercer Global Advisors, adding an estimated $2.1M. The largest seller was JP Morgan Chase, cutting an estimated $43.7M.

  • 80 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2022, down from 88 in Q4 2021.
  • Funds reported $56.7M of Invesco Global Clean Energy ETF stock for Q1 2022, down 51% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $2.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2022 was JP Morgan Chase, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2022.