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Invesco Global Clean Energy ETF
PBD

46 hedge funds and large institutions have $10.4M invested in Invesco Global Clean Energy ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

0.46% more ownership

Funds ownership: 18.89% → 19.35% (+0.46%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less capital invested

Capital invested by funds: $10.9M → $10.4M (-$539K)

2% less funds holding

Funds holding: 47 → 46 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$307K
2
PFM
Parsec Financial Management
North Carolina
+$188K
3
Jane Street
Jane Street
New York
+$169K
4
TCOV
Trust Company of Vermont
Vermont
+$157K
5
Wells Fargo
Wells Fargo
California
+$44.1K

Top Sellers

1
AP
Advisors Preferred
Maryland
-$239K
2
MFP
Mosaic Financial Partners
California
-$175K
3
TWI
Thomas White International
Illinois
-$110K
4
CCM
Colorado Capital Management
Colorado
-$78.3K
5
CYG
Clean Yield Group
Vermont
-$63.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.78M +$32.3K +2,527 +2%
BF
2
BOK Financial
Oklahoma
$857K – – –
EFS
3
Edelman Financial Services
Virginia
$710K +$35.4K +2,769 +5%
PFM
4
Parsec Financial Management
North Carolina
$647K +$188K +14,705 +37%
TCOV
5
Trust Company of Vermont
Vermont
$595K +$157K +12,259 +32%
Morgan Stanley
6
Morgan Stanley
New York
$594K +$12.9K +1,014 +2%
Bank of America
7
Bank of America
North Carolina
$593K +$31.4K +2,462 +5%
CCM
8
Colorado Capital Management
Colorado
$556K -$78.3K -6,135 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$546K +$10.8K +848 +2%
Creative Planning
10
Creative Planning
Kansas
$485K -$10.7K -838 -2%
Wells Fargo
11
Wells Fargo
California
$392K +$44.1K +3,456 +12%
Jane Street
12
Jane Street
New York
$360K +$169K +13,212 +77%
Citadel Advisors
13
Citadel Advisors
Florida
$284K +$307K +24,053 New
Stifel Financial
14
Stifel Financial
Missouri
$282K +$7.66K +600 +3%
HCM
15
Howland Capital Management
Massachusetts
$255K – – –
CYG
16
Clean Yield Group
Vermont
$248K -$63.6K -4,985 -19%
V
17
Veritable
Delaware
$219K – – –
LPL Financial
18
LPL Financial
California
$166K +$33.5K +2,621 +23%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$123K – – –
OWD
20
Osborn Williams & Donohoe
Ohio
$118K – – –
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$106K – – –
US Bancorp
22
US Bancorp
Minnesota
$106K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$78K +$14.9K +1,168 +21%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$54K – – –
HI
25
Harrington Investments
California
$43K – – –
1
2

PBD Hedge Fund Activity: Q2 2018 in Review

46 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2018, worth a combined $10.4M — down 4.9% from $10.9M a quarter earlier.

Fund positioning in PBD was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $307K. The largest seller was Advisors Preferred, exiting entirely with an estimated $239K sold.

  • 46 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2018, down from 47 in Q1 2018.
  • Funds reported $10.4M of Invesco Global Clean Energy ETF stock for Q2 2018, down 4.9% quarter-over-quarter.
  • 4 funds opened new Invesco Global Clean Energy ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2018 was Citadel Advisors, an estimated $307K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2018 was Advisors Preferred, an estimated $239K sold.

Based on aggregated 13F filings for Q2 2018.