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Invesco Global Clean Energy ETF
PBD

40 hedge funds and large institutions have $10.1M invested in Invesco Global Clean Energy ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 38 → 40 (+2)

2% more capital invested

Capital invested by funds: $9.92M → $10.1M (+$199K)

0.64% less ownership

Funds ownership: 16.06% → 15.43% (-0.64%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
+$367K
2
UBS Group
UBS Group
Switzerland
+$313K
3
LPL Financial
LPL Financial
California
+$181K
4
OWD
Osborn Williams & Donohoe
Ohio
+$113K
5
Axa
Axa
France
+$11.3K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.14M
2
Morgan Stanley
Morgan Stanley
New York
-$239K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$173K
4
Barclays
Barclays
United Kingdom
-$80K
5
Bank of America
Bank of America
North Carolina
-$77.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Gupta Wealth Management
California
$7K – – –
WT
27
Whittier Trust
California
$7K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$6K -$5.66K -499 -47%
WA
29
WFG Advisors
Texas
$6K – – –
QAM
30
QCI Asset Management
New York
$5K – – –
MFS
31
MSI Financial Services
Massachusetts
$4K – – –
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.32K +381 New
AIG
33
American International Group
New York
$3K -$1.02K -90 -25%
NFG
34
Next Financial Group
Texas
$3K – – –
ATC
35
Adirondack Trust Company
New York
$2K – – –
FMP
36
Financial Management Professionals
Texas
$2K – – –
SSB
37
Sandy Spring Bank
Maryland
$2K – – –
US Bancorp
38
US Bancorp
Minnesota
$2K – – –
AIA
39
Allegis Investment Advisors
Idaho
$1K +$839 +74 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$1.14M -107,658 Closed
Barclays
41
Barclays
United Kingdom
– -$80K -8,000 Closed
1
2

PBD Hedge Fund Activity: Q4 2015 in Review

40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2015, worth a combined $10.1M — up 2% from $9.92M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $367K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.14M sold.

  • 40 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2015, up from 38 in Q3 2015.
  • Funds reported $10.1M of Invesco Global Clean Energy ETF stock for Q4 2015, up 2% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q4 2015 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2015 was Aviance Capital Management, an estimated $367K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2015.