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Invesco Global Clean Energy ETF
PBD

42 hedge funds and large institutions have $11M invested in Invesco Global Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

8% more funds holding

Funds holding: 39 → 42 (+3)

3% more capital invested

Capital invested by funds: $10.7M → $11M (+$292K)

0.43% more ownership

Funds ownership: 18.18% → 18.61% (+0.43%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266K
2
Citadel Advisors
Citadel Advisors
Florida
+$255K
3
TCOV
Trust Company of Vermont
Vermont
+$175K
4
TWI
Thomas White International
Illinois
+$84.5K
5
HCM
Howland Capital Management
Massachusetts
+$77.6K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$388K
2
Jane Street
Jane Street
New York
-$361K
3
Morgan Stanley
Morgan Stanley
New York
-$277K
4
UBS Group
UBS Group
Switzerland
-$80.3K
5
IA
IFP Advisors
Florida
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$30K +$11.3K +872 +64%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$29K -$1.56K -121 -5%
JP Morgan Chase
28
JP Morgan Chase
New York
$26K +$25.9K +2,000 New
US Bancorp
29
US Bancorp
Minnesota
$20K +$16.5K +1,280 +542%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$18K -$4.76K -368 -21%
MSA
31
Marino Stram & Associates
Massachusetts
$13K +$12.9K +1,000 New
WT
32
Whittier Trust
California
$8K – – –
ASN
33
Advisory Services Network
Georgia
$6K – – –
APA
34
American Portfolios Advisors
New York
$5.26K +$5.17K +400 New
QAM
35
QCI Asset Management
New York
$5K – – –
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
SSB
37
Sandy Spring Bank
Maryland
$3K – – –
MOS
38
MGO One Seven
Ohio
$3K +$2.71K +210 New
FMP
39
Financial Management Professionals
Texas
$2K – – –
AssetMark Inc
40
AssetMark Inc
California
$1K +$13 +1 +2%
Goldman Sachs
41
Goldman Sachs
New York
– -$388K -30,631 Closed
IA
42
IFP Advisors
Florida
– -$42.1K -3,257 -99%
NFG
43
Next Financial Group
Texas
– -$4K -300 Closed
1
2

PBD Hedge Fund Activity: Q4 2017 in Review

42 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2017, worth a combined $11M — up 2.7% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $266K. The largest seller was Goldman Sachs, exiting entirely with an estimated $388K sold.

  • 42 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2017, up from 39 in Q3 2017.
  • Funds reported $11M of Invesco Global Clean Energy ETF stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $266K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2017 was Goldman Sachs, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2017.