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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $48M invested in Invesco Global Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $46.4M → $48M (+$1.61M)

0.92% more ownership

Funds ownership: 21.48% → 22.4% (+0.92%)

0% more funds holding

Funds holding: 74 → 74 (0)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$4.96M
2
NA
NewEdge Advisors
Louisiana
+$1.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M
4
PAG
Private Advisor Group
New Jersey
+$1.26M
5
NWA
Navis Wealth Advisors
New York
+$698K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.32M
2
Morgan Stanley
Morgan Stanley
New York
-$1.88M
3
GVAG
Great Valley Advisor Group
Delaware
-$651K
4
HT
HAP Trading
New York
-$394K
5
M&T Bank
M&T Bank
New York
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$9.39M +$4.96M +256,128 New
LPL Financial
2
LPL Financial
California
$4.67M +$123K +6,328 +3%
AAS
3
Ameritas Advisory Services
Nebraska
$3.45M +$114K +5,883 +3%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.54M – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.11M +$1.32M +68,238 +145%
CCM
6
Colorado Capital Management
Colorado
$1.9M -$12.5K -646 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$1.62M -$1.88M -96,973 -52%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.54M +$299K +15,430 +22%
Wells Fargo
9
Wells Fargo
California
$1.49M -$71.4K -3,688 -4%
NA
10
NewEdge Advisors
Louisiana
$1.38M +$1.59M +81,909 New
UBS Group
11
UBS Group
Switzerland
$1.27M +$153K +7,918 +13%
TCOV
12
Trust Company of Vermont
Vermont
$1.19M -$2.94K -152 -0.2%
PFO
13
Pathstone Family Office
New Jersey
$1.17M +$28K +1,444 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M -$7.53K -389 -0.6%
Ameriprise
15
Ameriprise
Minnesota
$1.06M +$5.48K +283 +0.5%
Financial Engines Advisors
16
Financial Engines Advisors
California
$904K -$25.4K -1,312 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$835K -$2.9K -150 -0.3%
CLOS
18
Compagnie Lombard Odier SCmA
Switzerland
$833K – – –
JWA
19
JFS Wealth Advisors
Pennsylvania
$769K -$73.6K -3,798 -8%
PFM
20
Parsec Financial Management
North Carolina
$761K -$124K -6,414 -13%
NWA
21
Navis Wealth Advisors
New York
$662K +$698K +36,051 New
Osaic Holdings
22
Osaic Holdings
Arizona
$650K +$79.5K +4,106 +13%
IWM
23
IHT Wealth Management
Illinois
$598K +$6.68K +345 +1%
FAIM
24
Financial Advocates Investment Management
Washington
$524K +$69.1K +3,570 +14%
Stifel Financial
25
Stifel Financial
Missouri
$503K -$7.13K -368 -1%
1
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PBD Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2022, worth a combined $48M — up 3.5% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBD positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.32M.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $48M of Invesco Global Clean Energy ETF stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 11 funds opened new Invesco Global Clean Energy ETF positions in Q4 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $4.96M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2022 was Jane Street, an estimated $7.32M sold.

Based on aggregated 13F filings for Q4 2022.