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Invesco Global Clean Energy ETF
PBD

47 hedge funds and large institutions have $10.2M invested in Invesco Global Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 46 → 47 (+1)

0.68% more ownership

Funds ownership: 20.72% → 21.4% (+0.68%)

0% more capital invested

Capital invested by funds: $10.2M → $10.2M (+$20.6K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$342K
2
Citadel Advisors
Citadel Advisors
Florida
+$341K
3
CCM
Colorado Capital Management
Colorado
+$133K
4
AA
Advisory Alpha
Michigan
+$67.2K
5
LPL Financial
LPL Financial
California
+$44.8K

Top Sellers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
-$141K
2
OWD
Osborn Williams & Donohoe
Ohio
-$125K
3
Bank of America
Bank of America
North Carolina
-$119K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$75.8K
5
UBS Group
UBS Group
Switzerland
-$68.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$62K -$13.5K -1,095 -18%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$54K – – –
CAN
28
Claraphi Advisory Network
United States
$35K +$35.6K +2,881 New
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K – – –
WT
30
Whittier Trust
California
$25K – – –
AG
31
Advisor Group
Arizona
$21K +$6.69K +541 +46%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
HPC
33
HM Payson & Co
Maine
$12K – – –
FAAS
34
First Allied Advisory Services
California
$8K +$8.29K +670 New
CYG
35
Clean Yield Group
Vermont
$7K -$19.8K -1,600 -73%
ASN
36
Advisory Services Network
Georgia
$6K – – –
ADL
37
Asset Dedication LLC
California
$6K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$6K – – –
BFC
39
Bedel Financial Consulting
Indiana
$5K – – –
QAM
40
QCI Asset Management
New York
$5K – – –
APA
41
American Portfolios Advisors
New York
$4.87K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$4K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$4K – – –
SFS
44
Sowell Financial Services
Arkansas
$3K +$3.09K +250 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$2K – – –
FMP
46
Financial Management Professionals
Texas
$2K – – –
PSUF
47
People's United Financial
Connecticut
– -$141K -11,262 Closed
OWD
48
Osborn Williams & Donohoe
Ohio
– -$125K -10,000 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– -$5.19K -420 Closed
IBOK
50
Independence Bank of Kentucky
Kentucky
– -$4K -350 Closed
1
2
3

PBD Hedge Fund Activity: Q3 2019 in Review

47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2019, worth a combined $10.2M — up 0.2% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBD positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $342K. The largest seller was People's United Financial, exiting entirely with an estimated $141K sold.

  • 47 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2019, up from 46 in Q2 2019.
  • Funds reported $10.2M of Invesco Global Clean Energy ETF stock for Q3 2019, up 0.2% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q3 2019 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2019 was Jane Street, an estimated $342K added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2019 was People's United Financial, an estimated $141K sold.

Based on aggregated 13F filings for Q3 2019.