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Invesco Global Clean Energy ETF
PBD

52 hedge funds and large institutions have $12.2M invested in Invesco Global Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $10.2M → $12.2M (+$1.96M)

11% more funds holding

Funds holding: 47 → 52 (+5)

0.25% more ownership

Funds ownership: 21.4% → 21.65% (+0.25%)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Advisors Preferred
Maryland
+$346K
2
CCM
Colorado Capital Management
Colorado
+$166K
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$165K
4
PSUF
People's United Financial
Connecticut
+$144K
5
Truist Financial
Truist Financial
North Carolina
+$132K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$336K
2
Jane Street
Jane Street
New York
-$336K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$174K
4
Morgan Stanley
Morgan Stanley
New York
-$46.5K
5
PFM
Parsec Financial Management
North Carolina
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$129K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$71K -$2.14K -165 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$66K +$2.99K +230 +5%
AA
29
Advisory Alpha
Michigan
$62K -$17K -1,310 -24%
SPIA
30
Steward Partners Investment Advisory
New York
$54K +$42.9K +3,301 +660%
WT
31
Whittier Trust
California
$29K – – –
AG
32
Advisor Group
Arizona
$22K -$2.18K -168 -10%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K -$13.6K -1,045 -45%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$15K +$10.4K +800 +267%
HPC
36
HM Payson & Co
Maine
$14K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$13K +$12.1K +932 New
CYG
38
Clean Yield Group
Vermont
$9K – – –
ASN
39
Advisory Services Network
Georgia
$7K – – –
ADL
40
Asset Dedication LLC
California
$7K – – –
BFC
41
Bedel Financial Consulting
Indiana
$6K – – –
QAM
42
QCI Asset Management
New York
$6K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$6K +$5.46K +420 New
APA
44
American Portfolios Advisors
New York
$5.72K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$5K – – –
SFS
46
Sowell Financial Services
Arkansas
$4K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$3K – – –
FMP
48
Financial Management Professionals
Texas
$3K – – –
AWA
49
Arkadios Wealth Advisors
Georgia
$2.36K +$1.9K +146 New
AF
50
Allworth Financial
California
$2K +$1.46K +112 New
1
2
3

PBD Hedge Fund Activity: Q4 2019 in Review

52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2019, worth a combined $12.2M — up 19% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBD positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $346K. The largest seller was Citadel Advisors, exiting entirely with an estimated $336K sold.

  • 52 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $12.2M of Invesco Global Clean Energy ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 10 funds opened new Invesco Global Clean Energy ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2019 was Advisors Preferred, an estimated $346K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2019 was Citadel Advisors, an estimated $336K sold.

Based on aggregated 13F filings for Q4 2019.