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Invesco Global Clean Energy ETF
PBD

51 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.7M → $10.7M (+$12.1K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.79% less ownership

Funds ownership: 23.95% → 22.16% (-1.8%)

2% less funds holding

Funds holding: 52 → 51 (-1)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$303K
2
CCM
Colorado Capital Management
Colorado
+$168K
3
AA
Advisory Alpha
Michigan
+$92.7K
4
Financial Engines Advisors
Financial Engines Advisors
California
+$83.4K
5
TWI
Thomas White International
Illinois
+$76.8K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$922K
2
BF
BOK Financial
Oklahoma
-$731K
3
Citadel Advisors
Citadel Advisors
Florida
-$667K
4
Jane Street
Jane Street
New York
-$478K
5
Wells Fargo
Wells Fargo
California
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Advisory Alpha
Michigan
$95.9K +$92.7K +7,915 New
TWI
27
Thomas White International
Illinois
$89K +$76.8K +6,556 +752%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$74K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52K – – –
CYG
30
Clean Yield Group
Vermont
$30K -$4.45K -380 -13%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K – – –
WT
32
Whittier Trust
California
$24K +$16.9K +1,443 +249%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$15K +$5.51K +470 New
AG
34
Advisor Group
Arizona
$14K +$13.7K +1,168 New
MSA
35
Marino Stram & Associates
Massachusetts
$12K – – –
CA
36
Cetera Advisors
Colorado
$12K +$11.7K +1,000 New
PGAM
37
Princeton Global Asset Management
New Jersey
$11K +$11.7K +1,000 New
ADL
38
Asset Dedication LLC
California
$6K -$17.5K -1,490 -74%
ASN
39
Advisory Services Network
Georgia
$6K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$5K -$4.8K -410 -49%
BFC
41
Bedel Financial Consulting
Indiana
$5K – – –
QAM
42
QCI Asset Management
New York
$5K – – –
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
APA
44
American Portfolios Advisors
New York
$4.79K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$4K -$4.69K -400 -57%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$4K – – –
IBOK
47
Independence Bank of Kentucky
Kentucky
$4K +$4.1K +350 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$2K – – –
FMP
49
Financial Management Professionals
Texas
$2K – – –
Goldman Sachs
50
Goldman Sachs
New York
– -$922K -88,473 Closed
1
2
3

PBD Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2019, worth a combined $10.7M — up 0.11% from $10.7M a quarter earlier.

Fund positioning in PBD was balanced in Q1 2019: 8 funds opened new positions, 8 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $303K. The largest seller was Goldman Sachs, exiting entirely with an estimated $922K sold.

  • 51 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2019, down from 52 in Q4 2018.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q1 2019, up 0.11% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2019 and 8 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $303K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2019 was Goldman Sachs, an estimated $922K sold.

Based on aggregated 13F filings for Q1 2019.