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Invesco Global Clean Energy ETF

73 hedge funds and large institutions have $22.7M invested in Invesco Global Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

5% less funds holding

Funds holding: 7773 (-4)

5.73% less ownership

Funds ownership: 24.31%18.58% (-5.7%)

38% less capital invested

Capital invested by funds: $36.8M → $22.7M (-$14.1M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$3.57M +$564K +40,162 +19%
Morgan Stanley
2
Morgan Stanley
New York
$1.97M -$6.82M -485,708 -78%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.69M -$5.94K -423 -0.4%
Ameriprise
4
Ameriprise
Minnesota
$1.1M +$102K +7,275 +10%
LPL Financial
5
LPL Financial
California
$1.04M -$360K -25,609 -26%
UBS Group
6
UBS Group
Switzerland
$948K +$188K +13,394 +25%
Jane Street
7
Jane Street
New York
$919K -$1.89M -134,257 -67%
Financial Engines Advisors
8
Financial Engines Advisors
California
$858K +$132K +9,419 +18%
JFGLC
9
Johnson Financial Group LLC (Colorado)
Colorado
$753K -$2.68K -191 -0.4%
IWM
10
IHT Wealth Management
Illinois
$743K +$288K +20,502 +64%
CCM
11
Colorado Capital Management
Colorado
$729K -$52.7K -3,751 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$616K +$612K +43,560 New
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$558K +$53K +3,774 +11%
CLOS
14
Compagnie Lombard Odier SCmA
Switzerland
$529K -$295K -21,000 -36%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$505K +$239 +17 +0%
Stifel Financial
16
Stifel Financial
Missouri
$496K +$14 +1 +0%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$477K -$37.3K -2,659 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$444K -$385K -27,423 -47%
TCOV
19
Trust Company of Vermont
Vermont
$389K +$12.7K +903 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$372K -$47.8K -3,405 -11%
JIC
21
Joel Isaacson & Co
New York
$371K +$50.3K +3,579 +16%
RAM
22
Ramirez Asset Management
New York
$360K +$23.9K +1,703 +7%
MWM
23
Modera Wealth Management
New Jersey
$340K -$32.8K -2,335 -9%
Wells Fargo
24
Wells Fargo
California
$297K -$73.2K -5,216 -20%
Citadel Advisors
25
Citadel Advisors
Florida
$271K +$83.9K +5,977 +45%

PBD Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2024, worth a combined $22.7M — down 38% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBD and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $612K. The largest seller was Morgan Stanley, cutting an estimated $6.82M.

  • 73 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2024, down from 77 in Q4 2023.
  • Funds reported $22.7M of Invesco Global Clean Energy ETF stock for Q1 2024, down 38% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $612K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2024.