We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

77 hedge funds and large institutions have $36.8M invested in Invesco Global Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $31.4M → $36.8M (+$5.42M)

5% more funds holding

Funds holding: 73 → 77 (+4)

3.76% more ownership

Funds ownership: 20.54% → 24.31% (+3.8%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.67M
2
Jane Street
Jane Street
New York
+$1.57M
3
OMC
Old Mission Capital
Illinois
+$918K
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$780K
5
MG
Mather Group
Illinois
+$213K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.13M
2
Wells Fargo
Wells Fargo
California
-$1.68M
3
UBS Group
UBS Group
Switzerland
-$1.43M
4
NWA
Navis Wealth Advisors
New York
-$563K
5
FAIM
Financial Advocates Investment Management
Washington
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.98M +$7.67M +525,095 +525%
AAS
2
Ameritas Advisory Services
Nebraska
$3.39M -$803 -55 -0%
Jane Street
3
Jane Street
New York
$3.18M +$1.57M +107,559 +117%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.91M -$11.2K -766 -0.6%
LPL Financial
5
LPL Financial
California
$1.59M -$2.13M -145,699 -59%
Ameriprise
6
Ameriprise
Minnesota
$1.12M -$1.81K -124 -0.2%
OMC
7
Old Mission Capital
Illinois
$1M +$918K +62,835 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$939K -$48.6K -3,331 -5%
CLOS
9
Compagnie Lombard Odier SCmA
Switzerland
$933K +$202K +13,800 +31%
CCM
10
Colorado Capital Management
Colorado
$883K -$215K -14,732 -21%
UBS Group
11
UBS Group
Switzerland
$856K -$1.43M -97,732 -65%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$853K +$780K +53,383 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$818K +$56K +3,833 +8%
JWA
14
JFS Wealth Advisors
Pennsylvania
$586K -$169K -11,555 -24%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$581K -$378K -25,886 -42%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$569K +$521K +35,657 New
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$569K +$183K +12,544 +54%
Stifel Financial
18
Stifel Financial
Missouri
$560K +$102K +6,953 +25%
IWM
19
IHT Wealth Management
Illinois
$511K -$170K -11,668 -27%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$474K -$964 -66 -0.2%
BBVA
21
Banco Bilbao Vizcaya Argentaria
Spain
$435K -$118K -8,094 -23%
TCOV
22
Trust Company of Vermont
Vermont
$424K -$59K -4,037 -13%
MWM
23
Modera Wealth Management
New Jersey
$421K -$192K -13,140 -33%
Wells Fargo
24
Wells Fargo
California
$418K -$1.68M -115,113 -81%
JP Morgan Chase
25
JP Morgan Chase
New York
$413K +$155K +10,579 +69%
1
2 3 4

PBD Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2023, worth a combined $36.8M — up 17% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was LPL Financial, cutting an estimated $2.13M.

  • 77 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $36.8M of Invesco Global Clean Energy ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.67M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2023 was LPL Financial, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.