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Invesco Global Clean Energy ETF
PBD

45 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

1% more capital invested

Capital invested by funds: $10.6M → $10.7M (+$113K)

0.92% more ownership

Funds ownership: 17.87% → 18.79% (+0.92%)

2% less funds holding

Funds holding: 46 → 45 (-1)

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$278K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$164K
3
Stifel Financial
Stifel Financial
Missouri
+$87.1K
4
Goldman Sachs
Goldman Sachs
New York
+$44.5K
5
Morgan Stanley
Morgan Stanley
New York
+$44.4K

Top Sellers

1
LPL Financial
LPL Financial
California
-$128K
2
ACM
Aviance Capital Management
Florida
-$114K
3
CCM
Colorado Capital Management
Colorado
-$27.7K
4
Jane Street
Jane Street
New York
-$20.1K
5
Axa
Axa
France
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Smithfield Trust
Pennsylvania
$21K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$15K +$32 +3 +0.2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$12K – – –
HR
29
Howe & Rusling
New York
$11K – – –
CLOS
30
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
VCM
31
Vigilant Capital Management
Maine
$9K +$9.38K +875 New
MFS
32
MSI Financial Services
Massachusetts
$7K +$3.39K +316 +90%
WT
33
Whittier Trust
California
$6K – – –
ASN
34
Advisory Services Network
Georgia
$5K – – –
WA
35
WFG Advisors
Texas
$5K – – –
QAM
36
QCI Asset Management
New York
$4K – – –
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
NFG
38
Next Financial Group
Texas
$3K – – –
ATC
39
Adirondack Trust Company
New York
$2K – – –
FMP
40
Financial Management Professionals
Texas
$2K – – –
SSB
41
Sandy Spring Bank
Maryland
$2K – – –
TCOV
42
Trust Company of Vermont
Vermont
$2K – – –
US Bancorp
43
US Bancorp
Minnesota
$2K – – –
AssetMark Inc
44
AssetMark Inc
California
$1K +$11 +1 +2%
AIG
45
American International Group
New York
– -$2K -168 Closed
1
2

PBD Hedge Fund Activity: Q2 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2016, worth a combined $10.7M — up 1.1% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBD positions and 1 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $278K. The largest seller was LPL Financial, cutting an estimated $128K.

  • 45 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2016, down from 46 in Q1 2016.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q2 2016, up 1.1% quarter-over-quarter.
  • 2 funds opened new Invesco Global Clean Energy ETF positions in Q2 2016 and 1 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2016 was Citadel Advisors, an estimated $278K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2016 was LPL Financial, an estimated $128K sold.

Based on aggregated 13F filings for Q2 2016.