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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$346K |
| 2 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$166K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$165K |
| 4 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$144K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$336K |
| 2 |
Jane Street
New York
|
-$336K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$174K |
| 4 |
Morgan Stanley
New York
|
-$46.5K |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
AA
52
Ancora Advisors
Cleveland,
Ohio
| $1K | +$1.3K | +100 | New |
|
|
53
Jane Street
New York
| – | -$336K | -27,649 | Closed |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$336K | -27,578 | Closed |
|
|
CAN
55
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$35K | -2,881 | Closed |
|
|
FAAS
56
First Allied Advisory Services
San Diego,
California
| – | -$8K | -670 | Closed |
|
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.