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Invesco Global Clean Energy ETF

38 hedge funds and large institutions have $9.61M invested in Invesco Global Clean Energy ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $8.25M → $9.61M (+$1.37M)

0.69% more ownership

Funds ownership: 11.79%12.48% (+0.69%)

10% less funds holding

Funds holding: 4238 (-4)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.5M -$264K -24,953 -8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.52M +$803K +75,728 +132%
CYG
3
Clean Yield Group
Vermont
$607K -$2.12K -200 -0.4%
BF
4
BOK Financial
Oklahoma
$590K -$14K -1,320 -2%
Deutsche Bank
5
Deutsche Bank
Germany
$458K +$424K +40,000 New
Jane Street
6
Jane Street
New York
$445K +$412K +38,859 New
HC
7
Highmount Capital
New York
$347K
Bank of America
8
Bank of America
North Carolina
$340K +$13.9K +1,313 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$315K +$13.8K +1,304 +5%
EFS
10
Edelman Financial Services
Virginia
$254K -$11.6K -1,096 -5%
CB
11
Commerce Bank
Missouri
$223K -$2.7K -255 -1%
LPL Financial
12
LPL Financial
California
$197K -$48.6K -4,588 -22%
ST
13
Spinnaker Trust
Maine
$187K +$700 +66 +0.4%
U
14
UBS
Switzerland
$142K -$26.3K -2,483 -17%
Wells Fargo
15
Wells Fargo
California
$118K +$24.9K +2,354 +30%
Barclays
16
Barclays
United Kingdom
$88K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$87K +$29.6K +2,796 +59%
AA
18
Apriem Advisors
California
$40K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$26K -$2.75K -259 -10%
WA
20
WFG Advisors
Texas
$22K
HR
21
Howe & Rusling
New York
$11K
AC
22
Alexandria Capital
Virginia
$10K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$9K
Ameriprise
24
Ameriprise
Minnesota
$8K
MFS
25
MSI Financial Services
Massachusetts
$8K

PBD Hedge Fund Activity: Q3 2013 in Review

38 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2013, worth a combined $9.61M — up 17% from $8.25M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PBD and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $803K. The largest seller was Invesco, exiting entirely with an estimated $931K sold.

  • 38 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2013, down from 42 in Q2 2013.
  • Funds reported $9.61M of Invesco Global Clean Energy ETF stock for Q3 2013, up 17% quarter-over-quarter.
  • 2 funds opened new Invesco Global Clean Energy ETF positions in Q3 2013 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $803K added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2013 was Invesco, an estimated $931K sold.

Based on aggregated 13F filings for Q3 2013.