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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $38.6M invested in Invesco Global Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% less funds holding

Funds holding: 7473 (-1)

3.59% less ownership

Funds ownership: 22.4%18.81% (-3.6%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

20% less capital invested

Capital invested by funds: $48M → $38.6M (-$9.4M)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.88M -$138K -6,974 -3%
AAS
2
Ameritas Advisory Services
Nebraska
$3.73M +$176K +8,872 +5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.73M -$1.68K -85 -0.1%
Wells Fargo
4
Wells Fargo
California
$2.56M +$964K +48,685 +60%
CCM
5
Colorado Capital Management
Colorado
$1.71M -$331K -16,698 -16%
UBS Group
6
UBS Group
Switzerland
$1.68M +$322K +16,260 +24%
Morgan Stanley
7
Morgan Stanley
New York
$1.63M -$103K -5,199 -6%
NA
8
NewEdge Advisors
Louisiana
$1.41M -$207K -10,460 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.35M -$307K -15,522 -18%
TCOV
10
Trust Company of Vermont
Vermont
$1.3M +$25.2K +1,270 +2%
Ameriprise
11
Ameriprise
Minnesota
$1.16M +$21.2K +1,069 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$968K -$1.31M -66,027 -57%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$895K
Financial Engines Advisors
14
Financial Engines Advisors
California
$889K -$81.6K -4,122 -8%
JWA
15
JFS Wealth Advisors
Pennsylvania
$827K +$1.11K +56 +0.1%
PFM
16
Parsec Financial Management
North Carolina
$794K -$22.9K -1,158 -3%
BBVA
17
Banco Bilbao Vizcaya Argentaria
Spain
$769K +$253K +12,780 +49%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$767K -$129K -6,528 -14%
NWA
19
Navis Wealth Advisors
New York
$714K +$3.21K +162 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$709K +$16.5K +834 +2%
PFO
21
Pathstone Family Office
New Jersey
$687K -$1.16M -58,493 -63%
IWM
22
IHT Wealth Management
Illinois
$658K +$15.8K +796 +2%
Jane Street
23
Jane Street
New York
$628K +$150K +7,563 +31%
FAIM
24
Financial Advocates Investment Management
Washington
$621K +$58.6K +2,958 +10%
Stifel Financial
25
Stifel Financial
Missouri
$557K +$16.9K +852 +3%

PBD Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2023, worth a combined $38.6M — down 20% from $48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PBD and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $964K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $9.39M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $38.6M of Invesco Global Clean Energy ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2023 was Wells Fargo, an estimated $964K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2023 was International Assets Investment Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.