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Invesco Global Clean Energy ETF
PBD

46 hedge funds and large institutions have $12.2M invested in Invesco Global Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $10.4M → $12.2M (+$1.79M)

3.07% more ownership

Funds ownership: 19.35% → 22.42% (+3.1%)

0% more funds holding

Funds holding: 46 → 46 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$915K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$661K
3
TWI
Thomas White International
Illinois
+$95.9K
4
Citadel Advisors
Citadel Advisors
Florida
+$73.7K
5
SWP
Stratos Wealth Partners
Ohio
+$68.1K

Top Sellers

Rank Fund Capital Flow
1
CYG
Clean Yield Group
Vermont
-$248K
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$95.3K
3
Creative Planning
Creative Planning
Kansas
-$54.3K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$39.6K
5
HCM
Howland Capital Management
Massachusetts
-$35.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$28K – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$24K – – –
ADL
29
Asset Dedication LLC
California
$24K +$17.8K +1,491 +294%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$12K -$95.3K -8,000 -89%
MSA
31
Marino Stram & Associates
Massachusetts
$12K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$8K – – –
WT
33
Whittier Trust
California
$7K – – –
ASN
34
Advisory Services Network
Georgia
$6K – – –
NSIM
35
North Star Investment Management
Illinois
$6K +$5.96K +500 New
QAM
36
QCI Asset Management
New York
$5K – – –
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
APA
38
American Portfolios Advisors
New York
$4.79K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$4K -$13.2K -1,104 -79%
BFC
40
Bedel Financial Consulting
Indiana
$4K – – –
FMP
41
Financial Management Professionals
Texas
$2K – – –
SSB
42
Sandy Spring Bank
Maryland
$2K – – –
RMC
43
Resources Management Corp
Connecticut
$2K +$2.08K +175 New
AA
44
Ancora Advisors
Ohio
$1K +$1.19K +100 New
CYG
45
Clean Yield Group
Vermont
– -$248K -20,840 Closed
CF
46
Centaurus Financial
California
– -$6K -524 Closed
DWM
47
Destination Wealth Management
California
– -$1K -100 Closed
SEI Investments
48
SEI Investments
Pennsylvania
– -$1K -60 Closed
AssetMark Inc
49
AssetMark Inc
California
– -$1K -56 Closed
1
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PBD Hedge Fund Activity: Q3 2018 in Review

46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2018, worth a combined $12.2M — up 17% from $10.4M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $915K. The largest seller was Clean Yield Group, exiting entirely with an estimated $248K sold.

  • 46 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $12.2M of Invesco Global Clean Energy ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2018 was Jane Street, an estimated $915K added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2018 was Clean Yield Group, an estimated $248K sold.

Based on aggregated 13F filings for Q3 2018.