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Invesco Global Clean Energy ETF

47 hedge funds and large institutions have $10.9M invested in Invesco Global Clean Energy ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 4247 (+5)

0.28% more ownership

Funds ownership: 18.61%18.89% (+0.28%)

0% less capital invested

Capital invested by funds: $11M → $10.9M (-$44.7K)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.91M +$41K +3,103 +2%
BF
2
BOK Financial
Oklahoma
$935K -$19.3K -1,460 -2%
EFS
3
Edelman Financial Services
Virginia
$738K +$34.9K +2,636 +5%
CCM
4
Colorado Capital Management
Colorado
$685K +$9.86K +745 +1%
Morgan Stanley
5
Morgan Stanley
New York
$634K -$423 -32 -0.1%
Bank of America
6
Bank of America
North Carolina
$615K +$74.5K +5,634 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$584K +$51.3K +3,878 +9%
Creative Planning
8
Creative Planning
Kansas
$540K -$84.1K -6,355 -13%
PFM
9
Parsec Financial Management
North Carolina
$516K +$25.3K +1,912 +5%
TCOV
10
Trust Company of Vermont
Vermont
$490K +$105K +7,934 +26%
Wells Fargo
11
Wells Fargo
California
$382K +$30.6K +2,317 +8%
CYG
12
Clean Yield Group
Vermont
$333K -$199K -15,015 -37%
Stifel Financial
13
Stifel Financial
Missouri
$301K
HCM
14
Howland Capital Management
Massachusetts
$278K +$10.6K +800 +4%
AP
15
Advisors Preferred
Maryland
$239K +$244K +18,475 New
V
16
Veritable
Delaware
$238K +$245K +18,500 New
Jane Street
17
Jane Street
New York
$222K +$72.6K +5,488 +47%
MFP
18
Mosaic Financial Partners
California
$175K
LPL Financial
19
LPL Financial
California
$148K +$5.78K +437 +4%
OWD
20
Osborn Williams & Donohoe
Ohio
$129K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$123K +$47.4K +3,586 +60%
US Bancorp
22
US Bancorp
Minnesota
$117K +$99.4K +7,517 +496%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$116K
TWI
24
Thomas White International
Illinois
$110K +$9.72K +735 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$71K +$42.9K +3,244 +147%

PBD Hedge Fund Activity: Q1 2018 in Review

47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2018, worth a combined $10.9M — down 0.41% from $11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBD positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Veritable, opening a new position worth an estimated $245K. The largest seller was Citadel Advisors, exiting entirely with an estimated $469K sold.

  • 47 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2018, up from 42 in Q4 2017.
  • Funds reported $10.9M of Invesco Global Clean Energy ETF stock for Q1 2018, down 0.41% quarter-over-quarter.
  • 7 funds opened new Invesco Global Clean Energy ETF positions in Q1 2018 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2018 was Veritable, an estimated $245K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2018 was Citadel Advisors, an estimated $469K sold.

Based on aggregated 13F filings for Q1 2018.