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Invesco Global Clean Energy ETF
PBD

44 hedge funds and large institutions have $10.2M invested in Invesco Global Clean Energy ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

10% more funds holding

Funds holding: 40 → 44 (+4)

1.8% more ownership

Funds ownership: 17.63% → 19.42% (+1.8%)

2% less capital invested

Capital invested by funds: $10.3M → $10.2M (-$182K)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$225K
2
Goldman Sachs
Goldman Sachs
New York
+$203K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$119K
4
VKH
Virtu KCG Holdings
New York
+$116K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$111K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$328K
2
CYG
Clean Yield Group
Vermont
-$229K
3
Creative Planning
Creative Planning
Kansas
-$75.7K
4
Wells Fargo
Wells Fargo
California
-$27.7K
5
CCM
Colorado Capital Management
Colorado
-$26.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Aviance Capital Management
Florida
$1.74M -$328K -31,251 -16%
UBS Group
2
UBS Group
Switzerland
$1.7M +$110K +10,464 +7%
BF
3
BOK Financial
Oklahoma
$811K +$21.5K +2,050 +3%
CYG
4
Clean Yield Group
Vermont
$617K -$229K -21,755 -27%
Morgan Stanley
5
Morgan Stanley
New York
$599K +$12.8K +1,222 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$543K +$88.1K +8,381 +19%
CCM
7
Colorado Capital Management
Colorado
$541K -$26.1K -2,483 -5%
Goldman Sachs
8
Goldman Sachs
New York
$473K +$203K +19,339 +74%
EFS
9
Edelman Financial Services
Virginia
$467K +$51.3K +4,885 +12%
Wells Fargo
10
Wells Fargo
California
$365K -$27.7K -2,632 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$307K +$111K +10,567 +56%
Creative Planning
12
Creative Planning
Kansas
$244K -$75.7K -7,209 -24%
Bank of America
13
Bank of America
North Carolina
$237K +$18.1K +1,720 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$223K +$225K +21,436 New
Stifel Financial
15
Stifel Financial
Missouri
$221K +$31.5K +3,000 +16%
PFM
16
Parsec Financial Management
North Carolina
$169K – – –
DWM
17
Dakota Wealth Management
Florida
$132K – – –
LPL Financial
18
LPL Financial
California
$123K +$8.63K +821 +8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$118K +$119K +11,330 New
VKH
20
Virtu KCG Holdings
New York
$115K +$116K +11,055 New
OWD
21
Osborn Williams & Donohoe
Ohio
$104K – – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$93K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$48K +$48.4K +4,604 New
TWI
24
Thomas White International
Illinois
$43K +$10.6K +1,010 +32%
ST
25
Smithfield Trust
Pennsylvania
$28K +$12.1K +1,150 +77%
1
2

PBD Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2016, worth a combined $10.2M — down 1.8% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBD positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $225K. The largest seller was Aviance Capital Management, cutting an estimated $328K.

  • 44 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2016, up from 40 in Q3 2016.
  • Funds reported $10.2M of Invesco Global Clean Energy ETF stock for Q4 2016, down 1.8% quarter-over-quarter.
  • 6 funds opened new Invesco Global Clean Energy ETF positions in Q4 2016 and 1 closed out, a net change of +5 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2016 was Citadel Advisors, an estimated $225K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2016 was Aviance Capital Management, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2016.