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Invesco Global Clean Energy ETF

75 hedge funds and large institutions have $42.3M invested in Invesco Global Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.69% more ownership

Funds ownership: 17.76%18.45% (+0.69%)

6% less funds holding

Funds holding: 8075 (-5)

25% less capital invested

Capital invested by funds: $56.7M → $42.3M (-$14.5M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.92M -$861K -39,769 -14%
AAS
2
Ameritas Advisory Services
Nebraska
$3.45M +$233K +10,769 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.43M +$74.6K +3,444 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.73M -$24.7K -1,140 -0.8%
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$2.43M
CCM
6
Colorado Capital Management
Colorado
$2.09M -$72.7K -3,360 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.67M +$667K +30,802 +57%
Wells Fargo
8
Wells Fargo
California
$1.6M +$13.4K +618 +0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.4M -$135K -6,247 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.31M +$16.1K +743 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.25M +$50.2K +2,320 +4%
UBS Group
12
UBS Group
Switzerland
$1.23M +$297K +13,706 +28%
TCOV
13
Trust Company of Vermont
Vermont
$1.21M -$4.61K -213 -0.3%
Ameriprise
14
Ameriprise
Minnesota
$1M -$34.6K -1,599 -3%
PFM
15
Parsec Financial Management
North Carolina
$980K -$35.9K -1,658 -3%
Financial Engines Advisors
16
Financial Engines Advisors
California
$980K +$99.8K +4,609 +10%
PFO
17
Pathstone Family Office
New Jersey
$898K +$5.22K +241 +0.5%
JWA
18
JFS Wealth Advisors
Pennsylvania
$897K -$10.6K -491 -1%
CLOS
19
Compagnie Lombard Odier SCmA
Switzerland
$890K +$394K +18,200 +67%
HT
20
HAP Trading
New York
$864K +$238K +11,001 +33%
GVAG
21
Great Valley Advisor Group
Delaware
$722K -$243K -11,224 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$599K -$105K -4,865 -14%
IWM
23
IHT Wealth Management
Illinois
$565K +$149K +6,875 +31%
Stifel Financial
24
Stifel Financial
Missouri
$540K +$15.2K +702 +3%
FAIM
25
Financial Advocates Investment Management
Washington
$416K -$135K -6,243 -23%

PBD Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2022, worth a combined $42.3M — down 25% from $56.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBD and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was Citadel Advisors, adding an estimated $667K. The largest seller was LPL Financial, cutting an estimated $861K.

  • 75 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2022, down from 80 in Q1 2022.
  • Funds reported $42.3M of Invesco Global Clean Energy ETF stock for Q2 2022, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2022 was Citadel Advisors, an estimated $667K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2022 was LPL Financial, an estimated $861K sold.

Based on aggregated 13F filings for Q2 2022.