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Invesco Global Clean Energy ETF
PBD

42 hedge funds and large institutions have $15.9M invested in Invesco Global Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $9.61M → $15.9M (+$6.27M)

11% more funds holding

Funds holding: 38 → 42 (+4)

5.86% more ownership

Funds ownership: 12.48% → 18.34% (+5.9%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.87M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$564K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$88.2K
4
LPL Financial
LPL Financial
California
+$85K
5
GT
Glenmede Trust
Pennsylvania
+$47.6K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$945K
2
Morgan Stanley
Morgan Stanley
New York
-$128K
3
Jane Street
Jane Street
New York
-$41.4K
4
AA
Apriem Advisors
California
-$40K
5
BF
BOK Financial
Oklahoma
-$31.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10K +$9.42K +792 New
MFS
27
MSI Financial Services
Massachusetts
$9K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$9K – – –
AC
29
Alexandria Capital
Virginia
$7K -$2.85K -240 -29%
Citigroup
30
Citigroup
New York
$7K -$1.19K -100 -15%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$7K – – –
WT
32
Whittier Trust
California
$7K – – –
NES
33
New England Securities
New York
$5K – – –
QAM
34
QCI Asset Management
New York
$5K – – –
PSC
35
Prentiss Smith & Co
Vermont
$4K – – –
BCM
36
Blume Capital Management
California
$4K +$3.57K +300 New
Creative Planning
37
Creative Planning
Kansas
$3K – – –
AIG
38
American International Group
New York
$2.29K – – –
US Bancorp
39
US Bancorp
Minnesota
$2K -$238 -20 -8%
ATC
40
Adirondack Trust Company
New York
$2K – – –
FMP
41
Financial Management Professionals
Texas
$2K – – –
SSB
42
Sandy Spring Bank
Maryland
$2K – – –
AA
43
Apriem Advisors
California
– -$40K -3,500 Closed
PP
44
Palladium Partners
Virginia
– -$6K -500 Closed
1
2

PBD Hedge Fund Activity: Q4 2013 in Review

42 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2013, worth a combined $15.9M — up 65% from $9.61M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBD positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $5.87M. The largest seller was Susquehanna International Group, cutting an estimated $945K.

  • 42 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2013, up from 38 in Q3 2013.
  • Funds reported $15.9M of Invesco Global Clean Energy ETF stock for Q4 2013, up 65% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q4 2013 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2013 was Bank of America, an estimated $5.87M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2013 was Susquehanna International Group, an estimated $945K sold.

Based on aggregated 13F filings for Q4 2013.