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Invesco Global Clean Energy ETF
PBD

47 hedge funds and large institutions have $10.9M invested in Invesco Global Clean Energy ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 42 → 47 (+5)

0.28% more ownership

Funds ownership: 18.61% → 18.89% (+0.28%)

0% less capital invested

Capital invested by funds: $11M → $10.9M (-$44.7K)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
V
Veritable
Delaware
+$245K
2
AP
Advisors Preferred
Maryland
+$244K
3
TCOV
Trust Company of Vermont
Vermont
+$105K
4
US Bancorp
US Bancorp
Minnesota
+$99.4K
5
Bank of America
Bank of America
North Carolina
+$74.5K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$469K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$270K
3
CYG
Clean Yield Group
Vermont
-$199K
4
Creative Planning
Creative Planning
Kansas
-$84.1K
5
BF
BOK Financial
Oklahoma
-$19.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$59K – – –
HI
27
Harrington Investments
California
$47K +$48.3K +3,649 New
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.2K – – –
GWA
29
Guidant Wealth Advisors
Illinois
$28K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$26K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$18K – – –
MSA
32
Marino Stram & Associates
Massachusetts
$13K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$9K +$9.26K +700 New
WT
34
Whittier Trust
California
$7K – – –
ASN
35
Advisory Services Network
Georgia
$6K – – –
BFC
36
Bedel Financial Consulting
Indiana
$6K +$5.69K +430 New
APA
37
American Portfolios Advisors
New York
$5.15K – – –
QAM
38
QCI Asset Management
New York
$5K – – –
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
FMP
40
Financial Management Professionals
Texas
$3K – – –
MOS
41
MGO One Seven
Ohio
$3K – – –
SSB
42
Sandy Spring Bank
Maryland
$3K – – –
AssetMark Inc
43
AssetMark Inc
California
$1K – – –
LF
44
Lee Financial
Texas
$1K +$661 +50 New
SEI Investments
45
SEI Investments
Pennsylvania
$1K +$794 +60 New
Citadel Advisors
46
Citadel Advisors
Florida
– -$469K -35,686 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$270K -20,580 Closed
1
2

PBD Hedge Fund Activity: Q1 2018 in Review

47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2018, worth a combined $10.9M — down 0.41% from $11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBD positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Veritable, opening a new position worth an estimated $245K. The largest seller was Citadel Advisors, exiting entirely with an estimated $469K sold.

  • 47 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2018, up from 42 in Q4 2017.
  • Funds reported $10.9M of Invesco Global Clean Energy ETF stock for Q1 2018, down 0.41% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2018 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2018 was Veritable, an estimated $245K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2018 was Citadel Advisors, an estimated $469K sold.

Based on aggregated 13F filings for Q1 2018.