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Invesco Global Clean Energy ETF
PBD

46 hedge funds and large institutions have $10.6M invested in Invesco Global Clean Energy ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

15% more funds holding

Funds holding: 40 → 46 (+6)

2.45% more ownership

Funds ownership: 15.43% → 17.87% (+2.4%)

5% more capital invested

Capital invested by funds: $10.1M → $10.6M (+$497K)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$405K
2
Goldman Sachs
Goldman Sachs
New York
+$223K
3
Morgan Stanley
Morgan Stanley
New York
+$216K
4
Stifel Financial
Stifel Financial
Missouri
+$105K
5
UBS Group
UBS Group
Switzerland
+$55.4K

Top Sellers

1
CYG
Clean Yield Group
Vermont
-$124K
2
LPL Financial
LPL Financial
California
-$112K
3
Wells Fargo
Wells Fargo
California
-$48.7K
4
IA
IFP Advisors
Florida
-$32.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$15K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$12K +$5.64K +552 +99%
HR
28
Howe & Rusling
New York
$11K – – –
CLOS
29
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
GWM
30
Gupta Wealth Management
California
$7K – – –
WT
31
Whittier Trust
California
$6K – – –
WA
32
WFG Advisors
Texas
$5K – – –
ASN
33
Advisory Services Network
Georgia
$5K +$4.91K +480 New
MFS
34
MSI Financial Services
Massachusetts
$4K – – –
QAM
35
QCI Asset Management
New York
$4K – – –
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
NFG
37
Next Financial Group
Texas
$3K – – –
AIG
38
American International Group
New York
$2K -$1.02K -100 -37%
ATC
39
Adirondack Trust Company
New York
$2K – – –
FMP
40
Financial Management Professionals
Texas
$2K – – –
SSB
41
Sandy Spring Bank
Maryland
$2K – – –
US Bancorp
42
US Bancorp
Minnesota
$2K – – –
TCOV
43
Trust Company of Vermont
Vermont
$2K +$2.04K +200 New
AssetMark Inc
44
AssetMark Inc
California
$1K +$542 +53 New
IA
45
IFP Advisors
Florida
– -$32.8K -3,207 -99%
AIA
46
Allegis Investment Advisors
Idaho
– -$1K -74 Closed
1
2

PBD Hedge Fund Activity: Q1 2016 in Review

46 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2016, worth a combined $10.6M — up 4.9% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBD positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $405K. The largest seller was Clean Yield Group, cutting an estimated $124K.

  • 46 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2016, up from 40 in Q4 2015.
  • Funds reported $10.6M of Invesco Global Clean Energy ETF stock for Q1 2016, up 4.9% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2016 and 1 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2016 was Jane Street, an estimated $405K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2016 was Clean Yield Group, an estimated $124K sold.

Based on aggregated 13F filings for Q1 2016.