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Invesco Global Clean Energy ETF
PBD

52 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

13% more funds holding

Funds holding: 46 → 52 (+6)

1.53% more ownership

Funds ownership: 22.42% → 23.95% (+1.5%)

12% less capital invested

Capital invested by funds: $12.2M → $10.7M (-$1.5M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
6
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$980K
2
Citadel Advisors
Citadel Advisors
Florida
+$696K
3
Financial Engines Advisors
Financial Engines Advisors
California
+$646K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$334K
5
PSUF
People's United Financial
Connecticut
+$243K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$542K
3
V
Veritable
Delaware
-$222K
4
Bank of America
Bank of America
North Carolina
-$209K
5
Jane Street
Jane Street
New York
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$46K -$5.21K -471 -10%
CYG
27
Clean Yield Group
Vermont
$30K +$31.9K +2,880 New
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K – – –
SEI Investments
29
SEI Investments
Pennsylvania
$23K +$24.5K +2,213 New
JP Morgan Chase
30
JP Morgan Chase
New York
$21K – – –
ADL
31
Asset Dedication LLC
California
$21K +$89 +8 +0.4%
MSA
32
Marino Stram & Associates
Massachusetts
$10K – – –
TWI
33
Thomas White International
Illinois
$9K -$79.4K -7,172 -89%
AIC
34
Ameritas Investment Company
Nebraska
$9K +$9.12K +824 New
CFGS
35
Concourse Financial Group Securities
Alabama
$8K +$9.19K +830 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$7K +$4.43K +400 +133%
WT
37
Whittier Trust
California
$6K – – –
ASN
38
Advisory Services Network
Georgia
$5K – – –
APA
39
American Portfolios Advisors
New York
$4.17K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$4K -$6.64K -600 -62%
BFC
41
Bedel Financial Consulting
Indiana
$4K – – –
QAM
42
QCI Asset Management
New York
$4K – – –
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
FMP
44
Financial Management Professionals
Texas
$2K – – –
SSB
45
Sandy Spring Bank
Maryland
$2K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$2K +$2.14K +193 New
MOS
47
MGO One Seven
Ohio
$2K +$2.33K +210 New
GWA
48
Guidant Wealth Advisors
Illinois
$1K -$24.8K -2,244 -95%
RMC
49
Resources Management Corp
Connecticut
$1K – – –
TIM
50
Tortoise Investment Management
New York
$1K +$1.11K +100 New
1
2
3

PBD Hedge Fund Activity: Q4 2018 in Review

52 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2018, worth a combined $10.7M — down 12% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 6 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $980K. The largest seller was UBS Group, cutting an estimated $1.4M.

  • 52 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2018 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2018 was Goldman Sachs, an estimated $980K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2018 was UBS Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2018.