We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF

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: 4652 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
51
Edelman Financial Services
Virginia
-$768K -64,138 Closed
V
52
Veritable
Delaware
-$222K -18,500 Closed
SWP
53
Stratos Wealth Partners
Ohio
-$68K -5,712 Closed
HI
54
Harrington Investments
California
-$38K -3,199 Closed
SPIA
55
Steward Partners Investment Advisory
New York
-$8K -700 Closed
NSIM
56
North Star Investment Management
Illinois
-$6K -500 Closed
AA
57
Ancora Advisors
Ohio
-$1K -100 Closed

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.