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Invesco Global Clean Energy ETF
PBD

38 hedge funds and large institutions have $9.71M invested in Invesco Global Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $9.26M → $9.71M (+$454K)

0.31% less ownership

Funds ownership: 17.89% → 17.58% (-0.31%)

14% less funds holding

Funds holding: 44 → 38 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$152K
2
Morgan Stanley
Morgan Stanley
New York
+$138K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$116K
4
UBS Group
UBS Group
Switzerland
+$71.3K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$61.1K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$194K
2
DWM
Dakota Wealth Management
Florida
-$142K
3
VKH
Virtu KCG Holdings
New York
-$132K
4
LPL Financial
LPL Financial
California
-$121K
5
Wells Fargo
Wells Fargo
California
-$79.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$17K +$3.79K +329 +30%
TWI
27
Thomas White International
Illinois
$15K -$30.6K -2,650 -68%
WT
28
Whittier Trust
California
$7K – – –
ASN
29
Advisory Services Network
Georgia
$6K – – –
WA
30
WFG Advisors
Texas
$6K – – –
QAM
31
QCI Asset Management
New York
$5K – – –
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
NFG
33
Next Financial Group
Texas
$4K – – –
FMP
34
Financial Management Professionals
Texas
$2K – – –
SSB
35
Sandy Spring Bank
Maryland
$2K – – –
US Bancorp
36
US Bancorp
Minnesota
$2K – – –
AssetMark Inc
37
AssetMark Inc
California
$1K – – –
Citadel Advisors
38
Citadel Advisors
Florida
– -$194K -17,373 Closed
DWM
39
Dakota Wealth Management
Florida
– -$142K -12,700 Closed
VKH
40
Virtu KCG Holdings
New York
– -$132K -11,844 Closed
LPL Financial
41
LPL Financial
California
– -$121K -10,893 Closed
ST
42
Smithfield Trust
Pennsylvania
– -$30K -2,650 Closed
HR
43
Howe & Rusling
New York
– -$11K -1,000 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$3K -261 Closed
1
2

PBD Hedge Fund Activity: Q2 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2017, worth a combined $9.71M — up 4.9% from $9.26M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PBD and 1 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Creative Planning, adding an estimated $152K. The largest seller was Citadel Advisors, exiting entirely with an estimated $194K sold.

  • 38 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2017, down from 44 in Q1 2017.
  • Funds reported $9.71M of Invesco Global Clean Energy ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 1 fund opened new Invesco Global Clean Energy ETF positions in Q2 2017 and 7 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2017 was Creative Planning, an estimated $152K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2017 was Citadel Advisors, an estimated $194K sold.

Based on aggregated 13F filings for Q2 2017.