We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $31.4M invested in Invesco Global Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 7373 (0)

0.82% less ownership

Funds ownership: 21.36%20.54% (-0.82%)

27% less capital invested

Capital invested by funds: $42.7M → $31.4M (-$11.4M)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.77M -$307K -17,246 -7%
AAS
2
Ameritas Advisory Services
Nebraska
$3.27M +$3.79M +212,542 New
UBS Group
3
UBS Group
Switzerland
$2.33M +$1.65M +92,893 +159%
Wells Fargo
4
Wells Fargo
California
$2.17M +$81.4K +4,572 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.85M -$152K -8,512 -7%
Morgan Stanley
6
Morgan Stanley
New York
$1.54M +$319K +17,913 +22%
Jane Street
7
Jane Street
New York
$1.41M -$5.61M -315,220 -77%
Ameriprise
8
Ameriprise
Minnesota
$1.08M +$185K +10,390 +17%
CCM
9
Colorado Capital Management
Colorado
$1.08M -$172K -9,635 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$957K -$6.91K -388 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$955K +$1.12K +63 +0.1%
JWA
12
JFS Wealth Advisors
Pennsylvania
$742K +$57K +3,198 +7%
Financial Engines Advisors
13
Financial Engines Advisors
California
$729K -$10.5K -592 -1%
CLOS
14
Compagnie Lombard Odier SCmA
Switzerland
$686K -$35.6K -2,000 -4%
IWM
15
IHT Wealth Management
Illinois
$672K +$115K +6,467 +17%
MWM
16
Modera Wealth Management
New Jersey
$608K -$1.82K -102 -0.3%
NWA
17
Navis Wealth Advisors
New York
$563K +$1.53K +86 +0.2%
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$543K +$174K +9,772 +38%
PFO
19
Pathstone Family Office
New Jersey
$542K +$1.41K +79 +0.2%
TCOV
20
Trust Company of Vermont
Vermont
$471K -$570K -31,999 -51%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$457K -$52.5K -2,950 -9%
FAIM
22
Financial Advocates Investment Management
Washington
$436K -$163K -9,136 -24%
Stifel Financial
23
Stifel Financial
Missouri
$432K
Osaic Holdings
24
Osaic Holdings
Arizona
$425K -$76.9K -4,318 -14%
Citigroup
25
Citigroup
New York
$423K +$144K +8,101 +42%

PBD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2023, worth a combined $31.4M — down 27% from $42.7M 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 17 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Jane Street, cutting an estimated $5.61M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $31.4M of Invesco Global Clean Energy ETF stock for Q3 2023, down 27% quarter-over-quarter.
  • 9 funds opened new Invesco Global Clean Energy ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $3.79M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2023 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2023.