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Invesco Global Clean Energy ETF
PBD

44 hedge funds and large institutions have $10.2M invested in Invesco Global Clean Energy ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

10% more funds holding

Funds holding: 40 → 44 (+4)

1.8% more ownership

Funds ownership: 17.63% → 19.42% (+1.8%)

2% less capital invested

Capital invested by funds: $10.3M → $10.2M (-$182K)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$225K
2
Goldman Sachs
Goldman Sachs
New York
+$203K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$119K
4
VKH
Virtu KCG Holdings
New York
+$116K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$111K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$328K
2
CYG
Clean Yield Group
Vermont
-$229K
3
Creative Planning
Creative Planning
Kansas
-$75.7K
4
Wells Fargo
Wells Fargo
California
-$27.7K
5
CCM
Colorado Capital Management
Colorado
-$26.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$22K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$12K +$21 +2 +0.2%
PCFFS
28
Pacific Center for Financial Services
California
$11K +$11.4K +1,087 New
HR
29
Howe & Rusling
New York
$10K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$9K -$2.07K -197 -18%
WA
31
WFG Advisors
Texas
$5K – – –
MFS
32
MSI Financial Services
Massachusetts
$4K -$3.15K -300 -45%
QAM
33
QCI Asset Management
New York
$4K – – –
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
NFG
35
Next Financial Group
Texas
$3K – – –
ATC
36
Adirondack Trust Company
New York
$2K – – –
FMP
37
Financial Management Professionals
Texas
$2K – – –
SSB
38
Sandy Spring Bank
Maryland
$2K – – –
TCOV
39
Trust Company of Vermont
Vermont
$2K – – –
US Bancorp
40
US Bancorp
Minnesota
$2K – – –
WT
41
Whittier Trust
California
$1K -$5.25K -500 -86%
AssetMark Inc
42
AssetMark Inc
California
$1K +$11 +1 +2%
AA
43
Ancora Advisors
Ohio
$1K +$1.05K +100 New
CWM
44
Concert Wealth Management
California
– -$3K -250 Closed
1
2

PBD Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2016, worth a combined $10.2M — down 1.8% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBD positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $225K. The largest seller was Aviance Capital Management, cutting an estimated $328K.

  • 44 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2016, up from 40 in Q3 2016.
  • Funds reported $10.2M of Invesco Global Clean Energy ETF stock for Q4 2016, down 1.8% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q4 2016 and 1 closed out, a net change of +5 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2016 was Citadel Advisors, an estimated $225K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2016 was Aviance Capital Management, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2016.