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Invesco Global Clean Energy ETF

71 hedge funds and large institutions have $23.2M invested in Invesco Global Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0.57% more ownership

Funds ownership: 20.74%21.31% (+0.57%)

0% less capital invested

Capital invested by funds: $23.2M → $23.2M (-$16K)

3% less funds holding

Funds holding: 7371 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
18
Closed
5
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.85M +$394K +29,170 +17%
AAS
2
Ameritas Advisory Services
Nebraska
$2.53M -$1.28M -95,030 -34%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.33M +$1.1M +81,442 +96%
Morgan Stanley
4
Morgan Stanley
New York
$2.06M +$111K +8,200 +6%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.64M
Ameriprise
6
Ameriprise
Minnesota
$1.2M +$66.8K +4,942 +6%
LPL Financial
7
LPL Financial
California
$955K -$30.3K -2,241 -3%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$808K +$149K +11,052 +24%
Financial Engines Advisors
9
Financial Engines Advisors
California
$781K +$41.9K +3,098 +6%
JFGLC
10
Johnson Financial Group LLC (Colorado)
Colorado
$745K
CCM
11
Colorado Capital Management
Colorado
$645K -$43.2K -3,195 -6%
UBS Group
12
UBS Group
Switzerland
$558K -$340K -25,159 -39%
IWM
13
IHT Wealth Management
Illinois
$552K -$192K -14,210 -27%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$505K +$1.74K +129 +0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$427K +$20.6K +1,522 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$397K -$31K -2,297 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$377K -$8.89K -658 -2%
Stifel Financial
18
Stifel Financial
Missouri
$332K -$14.9K -1,102 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$298K -$3.16K -234 -1%
TCOV
20
Trust Company of Vermont
Vermont
$285K -$9.82K -727 -3%
Wells Fargo
21
Wells Fargo
California
$267K +$26.5K +1,964 +11%
MWM
22
Modera Wealth Management
New Jersey
$248K -$15.1K -1,121 -6%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$230K -$13.5K -1,000 -6%
MG
24
Mather Group
Illinois
$215K
JP Morgan Chase
25
JP Morgan Chase
New York
$179K +$48.1K +3,561 +39%

PBD Hedge Fund Activity: Q3 2024 in Review

71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2024, worth a combined $23.2M — down 0.07% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PBD and 3 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.1M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.28M.

  • 71 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2024, down from 73 in Q2 2024.
  • Funds reported $23.2M of Invesco Global Clean Energy ETF stock for Q3 2024, down 0.07% quarter-over-quarter.
  • 3 funds opened new Invesco Global Clean Energy ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.1M added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2024 was Ameritas Advisory Services, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2024.