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Sunday, August 23, 2026The Morning Brief →Sign in

Invesco Global Clean Energy ETF

$18.04-0.17% today
13.882252-WK

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index, as well as American depositary receipts ("ADRs") and global depositary receipts ("GDRs") that represent securities in the underlying index. The underlying index is comprised primarily of companies whose technologies focus on the generation and use of cleaner energy, conservation and efficiency, and the advancement of renewable energy in general, as determined by the index provider.

Price & daily flows
20.618.1715.7218.04DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET +$88M OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +8.4% so far this year. At 0.75% a year it is not the cheapest way in — EFRA runs the same ground at 0.47%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$190Massets under management
0.75%expense ratio · $75 per $10,000 a year
net flow, trailing month
55Kavg daily volume, 30 days
125holdings · US-domiciled
2007listed June 12, 2007 · beta 1.55
The book at a glance
MCY+1.8%ITM-0.1%VBK+0.7%TRN+0.2%RXL+2.7%ITRI+1.6%ATKR+0.1%RIVN+6.0%DAR-3.1%HUBB+0.1%GPRE+1.4%HASI-2.8%SQM+4.5%CNM+0.9%OLED-0.8%FSLR+0.1%LFUS+0.1%ENLT+0.4%LCID-2.0%BLBD+0.9%CSIQ-1.2%ENPH+0.7%ORA+0.1%EVGO+3.4%SHLS-3.8%XPEV+1.6%NIO+2.2%QS+4.9%BE-0.5%JKS+0.3%RUN-2.1%SEDG-0.2%PLUG+3.2%BLDP+1.3%ARRY-0.4%SES+6.3%EOSE+10.1%LAND-0.5%NDX10.9%0064000.9%

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1MCYMERCURY GENERAL1.11%$105.70+1.8%
2ITMVANECK INTERMEDIATE MUNI ETF0.71%$45.92-0.1%
3VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.86%$358.65+0.7%
4TRNTRINITY INDUSTRIES1.08%$29.79+0.2%
5RXLPROSHARES ULTRA HEALTH CARE1.02%$63.26+2.7%
6ITRIITRON1.32%$100.03+1.6%
7ATKRATKORE1.34%$93.60+0.1%
8RIVNRIVIAN AUTOMOTIVE1.21%$16.97+6.0%
9DARDARLING INGREDIENTS1.18%$65.74-3.1%
10HUBBHUBBELL1.07%$470.03+0.1%
11GPREGREEN PLAINS1.05%$16.25+1.4%
12HASIHANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL1.07%$39.48-2.8%
13SQMCHEMICAL & MINING CO OF CHILE0.99%$81.96+4.5%
14CNMCORE & MAIN1.01%$44.88+0.9%
15OLEDUNIVERSAL DISPLAY1.02%$85.84-0.8%

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Sector weights
Industrials43.68%
Producer Manufacturing30.31%
Electronic Technology22.28%
Technology19.72%
Information Technology19.52%
Utilities18.38%
Consumer Discretionary13.3%
Consumer Cyclical11.22%
Process Industries9.01%
Industrial Services6.48%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States29.76%
Other27.99%
Taiwan10.32%
Taiwan (Province of China)9.07%
China8.75%
South Korea6.09%
Korea (the Republic of)5.96%
Taiwan, Province of China5.21%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-2.5%
1 month+0.0%
3 months-16.9%
6 months-1.6%
YTD+8.4%
1 year+25.6%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months+$1M
YTD+$90M
1 year+$88M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
28%realized volatility, 30 days (annualized)
26%realized volatility, 1 year
-25.5%deepest fall from a peak, 1 year
-19.7%where it sits vs. that peak today

The top holding is 1.6% of the book; the top ten carry 13%. Spread across 113+ names, it behaves like roughly 105 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
72Kshares traded
Most-traded holdings, options premiumBullishBearish
BE BLOOM ENERGY$34M$38M
RIVN RIVIAN AUTOMOTIVE$9M$6M
FSLR FIRST SOLAR$5M$5M
ENPH ENPHASE ENERGY$2M$3M
NIO NIO$2M$2M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

The case against PBD

Due diligence cuts both ways. These funds sit on the same shelf and beat PBD on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
IDEV iShares Core MSCI International Developed Markets ETF0.04%$32.7B+$104M-71bp on fee · 172× the assets · +$104M in over the monthHead-to-head
IEFA iShares Core MSCI EAFE ETF0.07%$193.2B+$631M-68bp on fee · 1018× the assets · +$631M in over the monthHead-to-head
IEMG iShares Core MSCI Emerging Markets ETF0.09%$160.6B+$1.9B-66bp on fee · 846× the assets · +$1.9B in over the monthHead-to-head
IAGG iShares Core International Aggregate Bond ETF0.07%$11.4B+$739M-68bp on fee · 60× the assets · +$739M in over the monthHead-to-head
IXUS iShares Core MSCI Total International Stock ETF0.07%$46.2B-68bp on fee · 243× the assetsHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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