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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $46.4M invested in Invesco Global Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $42.3M → $46.4M (+$4.11M)

3.03% more ownership

Funds ownership: 18.45% → 21.48% (+3%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 75 → 74 (-1)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M
3
PFO
Pathstone Family Office
New Jersey
+$1.01M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$391K
5
Morgan Stanley
Morgan Stanley
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$2.43M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$565K
4
HT
HAP Trading
New York
-$513K
5
NA
NewEdge Advisors
Louisiana
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$7.67M +$8.81M +402,477 New
LPL Financial
2
LPL Financial
California
$4.73M -$61.2K -2,797 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.53M +$218K +9,954 +6%
AAS
4
Ameritas Advisory Services
Nebraska
$3.46M +$122K +5,591 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.64M -$21.3K -975 -0.7%
CCM
6
Colorado Capital Management
Colorado
$1.99M -$50.4K -2,301 -2%
PFO
7
Pathstone Family Office
New Jersey
$1.75M +$1.01M +46,133 +101%
Wells Fargo
8
Wells Fargo
California
$1.62M +$65.1K +2,973 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.31M +$41.4K +1,892 +3%
TCOV
10
Trust Company of Vermont
Vermont
$1.24M +$65.7K +3,001 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.21M +$219 +10 +0%
UBS Group
12
UBS Group
Switzerland
$1.17M -$33.8K -1,544 -2%
Ameriprise
13
Ameriprise
Minnesota
$1.09M +$132K +6,048 +12%
Financial Engines Advisors
14
Financial Engines Advisors
California
$963K +$12K +548 +1%
PFM
15
Parsec Financial Management
North Carolina
$913K -$46.8K -2,138 -4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$894K +$1.03M +46,928 New
JWA
17
JFS Wealth Advisors
Pennsylvania
$871K -$1.27K -58 -0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$870K -$565K -25,821 -36%
CLOS
19
Compagnie Lombard Odier SCmA
Switzerland
$865K – – –
GVAG
20
Great Valley Advisor Group
Delaware
$651K -$58.6K -2,679 -7%
IWM
21
IHT Wealth Management
Illinois
$615K +$74.8K +3,419 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$597K +$15.8K +724 +2%
Stifel Financial
23
Stifel Financial
Missouri
$529K +$4.73K +216 +0.8%
FAIM
24
Financial Advocates Investment Management
Washington
$482K +$81.5K +3,724 +18%
HT
25
HAP Trading
New York
$394K -$513K -23,444 -53%
1
2 3 4

PBD Hedge Fund Activity: Q3 2022 in Review

74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2022, worth a combined $46.4M — up 9.7% from $42.3M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.81M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $2.43M sold.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2022, down from 75 in Q2 2022.
  • Funds reported $46.4M of Invesco Global Clean Energy ETF stock for Q3 2022, up 9.7% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2022 was Jane Street, an estimated $8.81M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2022 was Sumitomo Mitsui Financial Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2022.