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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $42.7M invested in Invesco Global Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $38.6M → $42.7M (+$4.17M)

2.55% more ownership

Funds ownership: 18.81%21.36% (+2.5%)

0% more funds holding

Funds holding: 7373 (0)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.69M +$7M +374,976 +1,176%
LPL Financial
2
LPL Financial
California
$4.96M +$278K +14,900 +6%
Wells Fargo
3
Wells Fargo
California
$2.58M +$129K +6,929 +5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.44M -$175K -9,391 -7%
Morgan Stanley
5
Morgan Stanley
New York
$1.55M -$13.3K -710 -0.9%
CCM
6
Colorado Capital Management
Colorado
$1.5M -$133K -7,138 -8%
NA
7
NewEdge Advisors
Louisiana
$1.42M +$67.9K +3,639 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.18M -$111K -5,950 -9%
TCOV
9
Trust Company of Vermont
Vermont
$1.18M -$62.7K -3,359 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.17M -$20.7K -1,109 -2%
Ameriprise
11
Ameriprise
Minnesota
$1.13M +$23.4K +1,254 +2%
UBS Group
12
UBS Group
Switzerland
$1.1M -$502K -26,916 -32%
Financial Engines Advisors
13
Financial Engines Advisors
California
$907K +$53.5K +2,865 +6%
CLOS
14
Compagnie Lombard Odier SCmA
Switzerland
$881K +$22.4K +1,200 +3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$860K +$803K +43,004 +3,913%
JWA
16
JFS Wealth Advisors
Pennsylvania
$852K +$57.9K +3,100 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$751K +$742K +39,749 New
MWM
18
Modera Wealth Management
New Jersey
$749K +$740K +39,622 New
FAIM
19
Financial Advocates Investment Management
Washington
$706K +$109K +5,854 +19%
IWM
20
IHT Wealth Management
Illinois
$703K +$71.1K +3,807 +11%
NWA
21
Navis Wealth Advisors
New York
$690K +$5.17K +277 +0.8%
PFO
22
Pathstone Family Office
New Jersey
$664K +$4.93K +264 +0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$618K -$117K -6,262 -16%
Osaic Holdings
24
Osaic Holdings
Arizona
$605K -$79.5K -4,258 -12%
Stifel Financial
25
Stifel Financial
Missouri
$531K -$2.76K -148 -0.5%

PBD Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2023, worth a combined $42.7M — up 11% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBD positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $3.73M sold.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $42.7M of Invesco Global Clean Energy ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2023 was Jane Street, an estimated $7M added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $3.73M sold.

Based on aggregated 13F filings for Q2 2023.