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Invesco Global Clean Energy ETF
PBD

42 hedge funds and large institutions have $11M invested in Invesco Global Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 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

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

8% more funds holding

Funds holding: 39 → 42 (+3)

3% more capital invested

Capital invested by funds: $10.7M → $11M (+$292K)

0.43% more ownership

Funds ownership: 18.18% → 18.61% (+0.43%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266K
2
Citadel Advisors
Citadel Advisors
Florida
+$255K
3
TCOV
Trust Company of Vermont
Vermont
+$175K
4
TWI
Thomas White International
Illinois
+$84.5K
5
HCM
Howland Capital Management
Massachusetts
+$77.6K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$388K
2
Jane Street
Jane Street
New York
-$361K
3
Morgan Stanley
Morgan Stanley
New York
-$277K
4
UBS Group
UBS Group
Switzerland
-$80.3K
5
IA
IFP Advisors
Florida
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.91M -$80.3K -6,209 -4%
BF
2
BOK Financial
Oklahoma
$972K +$15.8K +1,225 +2%
EFS
3
Edelman Financial Services
Virginia
$718K +$4.6K +356 +0.7%
CCM
4
Colorado Capital Management
Colorado
$689K -$34.6K -2,675 -5%
Morgan Stanley
5
Morgan Stanley
New York
$648K -$277K -21,423 -30%
Creative Planning
6
Creative Planning
Kansas
$634K +$49.2K +3,809 +9%
Bank of America
7
Bank of America
North Carolina
$553K +$9.23K +714 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$545K +$55K +4,256 +11%
CYG
9
Clean Yield Group
Vermont
$537K -$15.5K -1,200 -3%
PFM
10
Parsec Financial Management
North Carolina
$501K +$34.4K +2,663 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$469K +$255K +19,746 +124%
TCOV
12
Trust Company of Vermont
Vermont
$396K +$175K +13,510 +81%
Wells Fargo
13
Wells Fargo
California
$360K -$10.7K -824 -3%
Stifel Financial
14
Stifel Financial
Missouri
$305K – – –
HCM
15
Howland Capital Management
Massachusetts
$273K +$77.6K +6,000 +41%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$270K +$266K +20,580 New
MFP
17
Mosaic Financial Partners
California
$178K – – –
Jane Street
18
Jane Street
New York
$155K -$361K -27,905 -70%
LPL Financial
19
LPL Financial
California
$145K +$6.99K +541 +5%
OWD
20
Osborn Williams & Donohoe
Ohio
$131K – – –
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$118K – – –
TWI
22
Thomas White International
Illinois
$102K +$84.5K +6,540 +534%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$79K +$14.7K +1,139 +24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$60K – – –
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.8K – – –
1
2

PBD Hedge Fund Activity: Q4 2017 in Review

42 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2017, worth a combined $11M — up 2.7% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBD positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $266K. The largest seller was Goldman Sachs, exiting entirely with an estimated $388K sold.

  • 42 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2017, up from 39 in Q3 2017.
  • Funds reported $11M of Invesco Global Clean Energy ETF stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $266K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2017 was Goldman Sachs, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2017.