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Invesco Global Clean Energy ETF

42 hedge funds and large institutions have $15.9M invested in Invesco Global Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $9.61M → $15.9M (+$6.27M)

11% more funds holding

Funds holding: 3842 (+4)

5.86% more ownership

Funds ownership: 12.48%18.34% (+5.9%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.31M +$5.87M +493,245 +1,662%
Morgan Stanley
2
Morgan Stanley
New York
$3.56M -$128K -10,740 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$664K +$564K +47,400 +626%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$647K -$945K -79,486 -60%
CYG
5
Clean Yield Group
Vermont
$624K -$15K -1,260 -2%
BF
6
BOK Financial
Oklahoma
$590K -$31.5K -2,650 -5%
Deutsche Bank
7
Deutsche Bank
Germany
$482K
Jane Street
8
Jane Street
New York
$427K -$41.4K -3,481 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$421K +$88.2K +7,421 +27%
HC
10
Highmount Capital
New York
$366K
LPL Financial
11
LPL Financial
California
$285K +$85K +7,144 +43%
EFS
12
Edelman Financial Services
Virginia
$250K -$17.6K -1,476 -7%
CB
13
Commerce Bank
Missouri
$234K -$1.13K -95 -0.5%
ST
14
Spinnaker Trust
Maine
$199K +$1.71K +144 +0.9%
Wells Fargo
15
Wells Fargo
California
$170K +$46.4K +3,905 +38%
AP
16
Advisors Preferred
Maryland
$158K +$156K +13,107 New
U
17
UBS
Switzerland
$138K -$11.8K -996 -8%
Barclays
18
Barclays
United Kingdom
$96K
GT
19
Glenmede Trust
Pennsylvania
$48K +$47.6K +4,000 New
Axa
20
Axa
France
$27K +$26.8K +2,250 New
EWM
21
Elite Wealth Management
Washington
$25K +$24.4K +2,050 New
WA
22
WFG Advisors
Texas
$23K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$22K -$5.95K -500 -22%
HR
24
Howe & Rusling
New York
$12K
Ameriprise
25
Ameriprise
Minnesota
$11K +$2.2K +185 +27%

PBD Hedge Fund Activity: Q4 2013 in Review

42 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2013, worth a combined $15.9M — up 65% from $9.61M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBD positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $5.87M. The largest seller was Susquehanna International Group, cutting an estimated $945K.

  • 42 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2013, up from 38 in Q3 2013.
  • Funds reported $15.9M of Invesco Global Clean Energy ETF stock for Q4 2013, up 65% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q4 2013 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2013 was Bank of America, an estimated $5.87M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2013 was Susquehanna International Group, an estimated $945K sold.

Based on aggregated 13F filings for Q4 2013.