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Invesco Global Clean Energy ETF
PBD

43 hedge funds and large institutions have $9.4M invested in Invesco Global Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 42 → 43 (+1)

0.15% more ownership

Funds ownership: 14.79% → 14.94% (+0.15%)

22% less capital invested

Capital invested by funds: $12.1M → $9.4M (-$2.66M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.11M
2
Goldman Sachs
Goldman Sachs
New York
+$554K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$332K
4
CYG
Clean Yield Group
Vermont
+$207K
5
ACM
Aviance Capital Management
Florida
+$157K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$695K
3
CB
Commerce Bank
Missouri
-$218K
4
ST
Spinnaker Trust
Maine
-$218K
5
M&T Bank
M&T Bank
New York
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Aviance Capital Management
Florida
$1.3M +$157K +13,063 +13%
Jane Street
2
Jane Street
New York
$1.19M +$1.11M +92,793 +913%
CYG
3
Clean Yield Group
Vermont
$996K +$207K +17,260 +25%
Morgan Stanley
4
Morgan Stanley
New York
$741K -$2.83M -235,969 -79%
BF
5
BOK Financial
Oklahoma
$554K +$27.9K +2,325 +5%
Goldman Sachs
6
Goldman Sachs
New York
$531K +$554K +46,131 New
UBS Group
7
UBS Group
Switzerland
$518K +$540K +44,969 New
Deutsche Bank
8
Deutsche Bank
Germany
$460K – – –
Wells Fargo
9
Wells Fargo
California
$454K +$108K +8,996 +30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$423K -$124K -10,288 -22%
EFS
11
Edelman Financial Services
Virginia
$389K +$60.1K +5,006 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$386K +$332K +27,632 +468%
HC
13
Highmount Capital
New York
$349K – – –
Bank of America
14
Bank of America
North Carolina
$281K -$45.7K -3,805 -13%
LPL Financial
15
LPL Financial
California
$234K -$45.5K -3,792 -16%
DWM
16
Dakota Wealth Management
Florida
$145K +$153K +12,700 New
Barclays
17
Barclays
United Kingdom
$88K – – –
GT
18
Glenmede Trust
Pennsylvania
$74K -$18K -1,500 -19%
HF
19
Hoxton Financial
West Virginia
$53K +$55.6K +4,629 New
AIG
20
American International Group
New York
$45.8K +$18.9K +1,570 +65%
IF
21
Ironwood Financial
Arizona
$27K +$28.4K +2,364 New
Axa
22
Axa
France
$26K – – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$26K +$6K +500 +29%
GWA
24
Genesis Wealth Advisors
Massachusetts
$18.1K +$17.7K +1,474 New
HR
25
Howe & Rusling
New York
$12K – – –
1
2 3

PBD Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2014, worth a combined $9.4M — down 22% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBD positions and 8 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $2.83M.

  • 43 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2014, up from 42 in Q3 2014.
  • Funds reported $9.4M of Invesco Global Clean Energy ETF stock for Q4 2014, down 22% quarter-over-quarter.
  • 10 funds opened new Invesco Global Clean Energy ETF positions in Q4 2014 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2014 was Jane Street, an estimated $1.11M added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2014 was Morgan Stanley, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2014.