We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF

40 hedge funds and large institutions have $10.1M invested in Invesco Global Clean Energy ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 3840 (+2)

2% more capital invested

Capital invested by funds: $9.92M → $10.1M (+$199K)

0.64% less ownership

Funds ownership: 16.06%15.43% (-0.64%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$2.9M +$367K +32,349 +15%
UBS Group
2
UBS Group
Switzerland
$1.59M +$313K +27,591 +25%
CYG
3
Clean Yield Group
Vermont
$947K -$12.4K -1,095 -1%
BF
4
BOK Financial
Oklahoma
$641K -$8.61K -760 -1%
CCM
5
Colorado Capital Management
Colorado
$548K +$544K +48,039 New
Wells Fargo
6
Wells Fargo
California
$509K -$41.5K -3,663 -8%
EFS
7
Edelman Financial Services
Virginia
$414K +$4K +353 +1%
LPL Financial
8
LPL Financial
California
$384K +$181K +15,975 +88%
Creative Planning
9
Creative Planning
Kansas
$291K +$10.5K +926 +4%
Bank of America
10
Bank of America
North Carolina
$287K -$77.9K -6,877 -22%
Morgan Stanley
11
Morgan Stanley
New York
$281K -$239K -21,069 -46%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$229K -$15.7K -1,381 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$212K -$173K -15,302 -45%
PFM
14
Parsec Financial Management
North Carolina
$171K +$3.12K +275 +2%
DWM
15
Dakota Wealth Management
Florida
$145K
OWD
16
Osborn Williams & Donohoe
Ohio
$114K +$113K +10,000 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$109K
HF
18
Hoxton Financial
West Virginia
$80K
Axa
19
Axa
France
$76K +$11.3K +1,000 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$53K
IA
21
IFP Advisors
Florida
$37K +$36.8K +3,243 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$16K +$34 +3 +0.2%
TWI
23
Thomas White International
Illinois
$14K -$3.14K -277 -19%
HR
24
Howe & Rusling
New York
$11K
CLOS
25
Compagnie Lombard Odier SCmA
Switzerland
$10K

PBD Hedge Fund Activity: Q4 2015 in Review

40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2015, worth a combined $10.1M — up 2% from $9.92M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $367K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.14M sold.

  • 40 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2015, up from 38 in Q3 2015.
  • Funds reported $10.1M of Invesco Global Clean Energy ETF stock for Q4 2015, up 2% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q4 2015 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2015 was Aviance Capital Management, an estimated $367K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2015.