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Invesco Global Clean Energy ETF

38 hedge funds and large institutions have $9.71M invested in Invesco Global Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $9.26M → $9.71M (+$454K)

0.31% less ownership

Funds ownership: 17.89%17.58% (-0.31%)

14% less funds holding

Funds holding: 4438 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2M +$71.3K +6,181 +4%
BF
2
BOK Financial
Oklahoma
$867K -$51.4K -4,460 -6%
Morgan Stanley
3
Morgan Stanley
New York
$831K +$138K +11,944 +21%
CCM
4
Colorado Capital Management
Colorado
$628K -$24.8K -2,149 -4%
EFS
5
Edelman Financial Services
Virginia
$627K +$14.2K +1,232 +2%
CYG
6
Clean Yield Group
Vermont
$594K -$2.31K -200 -0.4%
Goldman Sachs
7
Goldman Sachs
New York
$525K -$4.52K -392 -0.9%
Creative Planning
8
Creative Planning
Kansas
$479K +$152K +13,212 +49%
Bank of America
9
Bank of America
North Carolina
$433K -$2.77K -240 -0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$428K +$61.1K +5,294 +17%
PFM
11
Parsec Financial Management
North Carolina
$383K +$54.9K +4,763 +17%
Wells Fargo
12
Wells Fargo
California
$359K -$79.7K -6,912 -19%
Stifel Financial
13
Stifel Financial
Missouri
$278K
Jane Street
14
Jane Street
New York
$239K +$11.8K +1,021 +5%
HCM
15
Howland Capital Management
Massachusetts
$176K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$175K +$9.45K +819 +6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$120K +$116K +10,095 New
OWD
18
Osborn Williams & Donohoe
Ohio
$119K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$107K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$86K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$55K
TCOV
22
Trust Company of Vermont
Vermont
$42K +$38.2K +3,310 +1,655%
IA
23
IFP Advisors
Florida
$39K +$13.8K +1,200 +57%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K -$1.88K -163 -6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$21K

PBD Hedge Fund Activity: Q2 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2017, worth a combined $9.71M — up 4.9% from $9.26M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PBD and 1 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Creative Planning, adding an estimated $152K. The largest seller was Citadel Advisors, exiting entirely with an estimated $194K sold.

  • 38 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2017, down from 44 in Q1 2017.
  • Funds reported $9.71M of Invesco Global Clean Energy ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 1 fund opened new Invesco Global Clean Energy ETF positions in Q2 2017 and 7 closed out, a net change of -6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2017 was Creative Planning, an estimated $152K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2017 was Citadel Advisors, an estimated $194K sold.

Based on aggregated 13F filings for Q2 2017.