Invesco Global Clean Energy ETF
PBD
43 hedge funds and large institutions have $8.55M invested in Invesco Global Clean Energy ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.28% less ownership
Funds ownership: 14.94% → 12.67% (-2.3%)
9% less capital invested
Capital invested by funds: $9.42M → $8.55M (-$867K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$259K |
| 2 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$160K |
| 3 |
CYG
Clean Yield Group
Norwich,
Vermont
|
+$45.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$43.3K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$36.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.19M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$460K |
| 3 |
Morgan Stanley
New York
|
-$345K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$166K |
| 5 |
LPL Financial
San Diego,
California
|
-$27.8K |
PBD Hedge Fund Activity: Q1 2015 in Review
43 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2015, worth a combined $8.55M — down 9.2% from $9.42M a quarter earlier.
Fund positioning in PBD was balanced in Q1 2015: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 7 trimmed.
The largest buyer was Creative Planning, adding an estimated $259K. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.
- 43 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $8.55M of Invesco Global Clean Energy ETF stock for Q1 2015, down 9.2% quarter-over-quarter.
- 5 funds opened new Invesco Global Clean Energy ETF positions in Q1 2015 and 5 closed out, a net change of 0 holders.
- The largest Invesco Global Clean Energy ETF buyer in Q1 2015 was Creative Planning, an estimated $259K added.
- The largest Invesco Global Clean Energy ETF seller in Q1 2015 was Jane Street, an estimated $1.19M sold.
Based on aggregated 13F filings for Q1 2015.