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Invesco Global Clean Energy ETF
PBD

74 hedge funds and large institutions have $17.5M invested in Invesco Global Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 71 → 74 (+3)

0.3% more ownership

Funds ownership: 21.31% → 21.61% (+0.3%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

25% less capital invested

Capital invested by funds: $23.2M → $17.5M (-$5.75M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
6
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$29K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$674K
2
Mariner
Mariner
Kansas
+$419K
3
HCM
Howland Capital Management
Massachusetts
+$363K
4
JP Morgan Chase
JP Morgan Chase
New York
+$337K
5
ACA
Affinity Capital Advisors
California
+$317K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.07M
2
AAS
Ameritas Advisory Services
Nebraska
-$1.26M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$430K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$172K
5
PFA
Pettinga Financial Advisors
Indiana
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.17M +$267K +21,330 +13%
Morgan Stanley
2
Morgan Stanley
New York
$1.88M +$196K +15,697 +11%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.35M -$22.1K -1,770 -1%
Ameriprise
4
Ameriprise
Minnesota
$1.06M +$82.3K +6,582 +8%
AAS
5
Ameritas Advisory Services
Nebraska
$922K -$1.26M -100,873 -56%
Citadel Advisors
6
Citadel Advisors
Florida
$870K +$674K +53,920 +253%
Financial Engines Advisors
7
Financial Engines Advisors
California
$734K +$96K +7,678 +14%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$717K +$53K +4,237 +7%
LPL Financial
9
LPL Financial
California
$681K -$117K -9,328 -14%
CCM
10
Colorado Capital Management
Colorado
$533K – – –
JP Morgan Chase
11
JP Morgan Chase
New York
$460K +$337K +26,933 +210%
Jane Street
12
Jane Street
New York
$439K -$2.07M -165,625 -81%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$418K +$1.19K +95 +0.3%
Mariner
14
Mariner
Kansas
$387K +$419K +33,491 New
IWM
15
IHT Wealth Management
Illinois
$383K -$78.2K -6,258 -16%
HCM
16
Howland Capital Management
Massachusetts
$336K +$363K +29,050 New
UBS Group
17
UBS Group
Switzerland
$334K -$137K -10,929 -27%
ACA
18
Affinity Capital Advisors
California
$308K +$317K +25,321 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$265K -$94.5K -7,559 -25%
Raymond James Financial
20
Raymond James Financial
Florida
$250K +$271K +21,647 New
TCOV
21
Trust Company of Vermont
Vermont
$227K -$9.01K -721 -4%
JFGLC
22
Johnson Financial Group LLC (Colorado)
Colorado
$217K -$430K -34,411 -65%
Stifel Financial
23
Stifel Financial
Missouri
$215K -$63.7K -5,097 -22%
MWM
24
Modera Wealth Management
New Jersey
$205K – – –
Wells Fargo
25
Wells Fargo
California
$196K -$26.2K -2,096 -11%
1
2 3 4

PBD Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2024, worth a combined $17.5M — down 25% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBD positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $674K. The largest seller was Jane Street, cutting an estimated $2.07M.

  • 74 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $17.5M of Invesco Global Clean Energy ETF stock for Q4 2024, down 25% quarter-over-quarter.
  • 10 funds opened new Invesco Global Clean Energy ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2024 was Citadel Advisors, an estimated $674K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2024 was Jane Street, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2024.