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Invesco Global Clean Energy ETF
PBD

44 hedge funds and large institutions have $9.26M invested in Invesco Global Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 44 → 44 (0)

1.54% less ownership

Funds ownership: 19.42% → 17.89% (-1.5%)

9% less capital invested

Capital invested by funds: $10.2M → $9.26M (-$906K)

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$207K
2
HCM
Howland Capital Management
Massachusetts
+$160K
3
Bank of America
Bank of America
North Carolina
+$149K
4
PFM
Parsec Financial Management
North Carolina
+$121K
5
EFS
Edelman Financial Services
Virginia
+$70.7K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$1.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$490K
3
CYG
Clean Yield Group
Vermont
-$109K
4
Citadel Advisors
Citadel Advisors
Florida
-$44.2K
5
UBS Group
UBS Group
Switzerland
-$25.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Smithfield Trust
Pennsylvania
$30K – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K +$27.3K +2,508 New
IA
28
IFP Advisors
Florida
$23K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$20K +$9.31K +856 +93%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$12K – – –
HR
31
Howe & Rusling
New York
$11K – – –
WA
32
WFG Advisors
Texas
$6K – – –
WT
33
Whittier Trust
California
$6K +$5.44K +500 +625%
ASN
34
Advisory Services Network
Georgia
$5K +$5.22K +480 New
QAM
35
QCI Asset Management
New York
$4K – – –
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
NFG
37
Next Financial Group
Texas
$3K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$3K +$2.84K +261 New
FMP
39
Financial Management Professionals
Texas
$2K – – –
SSB
40
Sandy Spring Bank
Maryland
$2K – – –
TCOV
41
Trust Company of Vermont
Vermont
$2K – – –
US Bancorp
42
US Bancorp
Minnesota
$2K – – –
AssetMark Inc
43
AssetMark Inc
California
$1K – – –
ACM
44
Aviance Capital Management
Florida
– -$1.74M -167,271 Closed
PCFFS
45
Pacific Center for Financial Services
California
– -$11K -1,087 Closed
ATC
46
Adirondack Trust Company
New York
– -$2K -200 Closed
AA
47
Ancora Advisors
Ohio
– -$1K -100 Closed
1
2

PBD Hedge Fund Activity: Q1 2017 in Review

44 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2017, worth a combined $9.26M — down 8.9% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207K. The largest seller was Aviance Capital Management, exiting entirely with an estimated $1.74M sold.

  • 44 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.26M of Invesco Global Clean Energy ETF stock for Q1 2017, down 8.9% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2017 was Jane Street, an estimated $207K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2017 was Aviance Capital Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2017.