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Invesco Global Clean Energy ETF
PBD

41 hedge funds and large institutions have $7.92M invested in Invesco Global Clean Energy ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

1.26% less ownership

Funds ownership: 12.67% → 11.4% (-1.3%)

5% less funds holding

Funds holding: 43 → 41 (-2)

7% less capital invested

Capital invested by funds: $8.55M → $7.92M (-$627K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$508K
2
Jane Street
Jane Street
New York
+$350K
3
AP
Advisors Preferred
Maryland
+$327K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$120K
5
UBS Group
UBS Group
Switzerland
+$80K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$1.4M
2
Goldman Sachs
Goldman Sachs
New York
-$617K
3
GT
Glenmede Trust
Pennsylvania
-$81K
4
BF
BOK Financial
Oklahoma
-$36K
5
AIG
American International Group
New York
-$33.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$17K +$27 +2 +0.1%
HR
27
Howe & Rusling
New York
$13K – – –
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
AC
29
Alexandria Capital
Virginia
$8K – – –
GWM
30
Gupta Wealth Management
California
$8K – – –
WT
31
Whittier Trust
California
$7K – – –
WA
32
WFG Advisors
Texas
$6K – – –
QAM
33
QCI Asset Management
New York
$5K – – –
MFS
34
MSI Financial Services
Massachusetts
$4K +$694 +52 +17%
ATC
35
Adirondack Trust Company
New York
$3K – – –
NFG
36
Next Financial Group
Texas
$3K – – –
SSB
37
Sandy Spring Bank
Maryland
$3K – – –
US Bancorp
38
US Bancorp
Minnesota
$3K – – –
Citigroup
39
Citigroup
New York
$2K – – –
FMP
40
Financial Management Professionals
Texas
$2K – – –
ACM
41
Aviance Capital Management
Florida
– -$1.4M -111,704 Closed
Goldman Sachs
42
Goldman Sachs
New York
– -$617K -49,078 Closed
GT
43
Glenmede Trust
Pennsylvania
– -$81K -6,500 Closed
CFA
44
CT Financial Advisors
Pennsylvania
– -$3.53K -281 Closed
1
2

PBD Hedge Fund Activity: Q2 2015 in Review

41 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2015, worth a combined $7.92M — down 7.3% from $8.55M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PBD and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $508K. The largest seller was Aviance Capital Management, exiting entirely with an estimated $1.4M sold.

  • 41 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2015, down from 43 in Q1 2015.
  • Funds reported $7.92M of Invesco Global Clean Energy ETF stock for Q2 2015, down 7.3% quarter-over-quarter.
  • 2 funds opened new Invesco Global Clean Energy ETF positions in Q2 2015 and 4 closed out, a net change of -2 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2015 was Morgan Stanley, an estimated $508K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2015 was Aviance Capital Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2015.