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Invesco Global Clean Energy ETF
PBD

44 hedge funds and large institutions have $9.26M invested in Invesco Global Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 44 → 44 (0)

1.54% less ownership

Funds ownership: 19.42% → 17.89% (-1.5%)

9% less capital invested

Capital invested by funds: $10.2M → $9.26M (-$906K)

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$207K
2
HCM
Howland Capital Management
Massachusetts
+$160K
3
Bank of America
Bank of America
North Carolina
+$149K
4
PFM
Parsec Financial Management
North Carolina
+$121K
5
EFS
Edelman Financial Services
Virginia
+$70.7K

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$1.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$490K
3
CYG
Clean Yield Group
Vermont
-$109K
4
Citadel Advisors
Citadel Advisors
Florida
-$44.2K
5
UBS Group
UBS Group
Switzerland
-$25.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.8M -$25.8K -2,376 -1%
BF
2
BOK Financial
Oklahoma
$864K -$7.62K -700 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$647K +$2.14K +197 +0.3%
CCM
4
Colorado Capital Management
Colorado
$613K +$30.5K +2,801 +5%
EFS
5
Edelman Financial Services
Virginia
$574K +$70.7K +6,501 +14%
CYG
6
Clean Yield Group
Vermont
$551K -$109K -10,000 -17%
Goldman Sachs
7
Goldman Sachs
New York
$497K -$11.6K -1,066 -2%
Wells Fargo
8
Wells Fargo
California
$414K +$21.3K +1,956 +6%
Bank of America
9
Bank of America
North Carolina
$407K +$149K +13,708 +60%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$342K +$11.5K +1,059 +4%
PFM
11
Parsec Financial Management
North Carolina
$306K +$121K +11,126 +68%
Creative Planning
12
Creative Planning
Kansas
$302K +$38.5K +3,536 +15%
Stifel Financial
13
Stifel Financial
Missouri
$261K +$21.8K +2,000 +9%
Jane Street
14
Jane Street
New York
$213K +$207K +19,036 New
Citadel Advisors
15
Citadel Advisors
Florida
$194K -$44.2K -4,063 -19%
HCM
16
Howland Capital Management
Massachusetts
$165K +$160K +14,750 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$155K +$27.1K +2,495 +22%
DWM
18
Dakota Wealth Management
Florida
$142K – – –
VKH
19
Virtu KCG Holdings
New York
$132K +$8.58K +789 +7%
LPL Financial
20
LPL Financial
California
$121K -$8.91K -819 -7%
OWD
21
Osborn Williams & Donohoe
Ohio
$112K – – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$100K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$81K -$490K -45,059 -86%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$51K – – –
TWI
25
Thomas White International
Illinois
$43K -$2.76K -254 -6%
1
2

PBD Hedge Fund Activity: Q1 2017 in Review

44 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2017, worth a combined $9.26M — down 8.9% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207K. The largest seller was Aviance Capital Management, exiting entirely with an estimated $1.74M sold.

  • 44 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.26M of Invesco Global Clean Energy ETF stock for Q1 2017, down 8.9% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2017 was Jane Street, an estimated $207K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2017 was Aviance Capital Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2017.