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Invesco Global Clean Energy ETF

46 hedge funds and large institutions have $12.2M invested in Invesco Global Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $10.4M → $12.2M (+$1.79M)

3.07% more ownership

Funds ownership: 19.35%22.42% (+3.1%)

0% more funds holding

Funds holding: 4646 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.81M +$226 +19 +0%
Jane Street
2
Jane Street
New York
$1.28M +$915K +76,761 +252%
BF
3
BOK Financial
Oklahoma
$902K +$32.8K +2,750 +4%
EFS
4
Edelman Financial Services
Virginia
$768K +$48.4K +4,060 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$719K +$661K +55,447 +1,204%
PFM
6
Parsec Financial Management
North Carolina
$706K +$50.4K +4,230 +8%
TCOV
7
Trust Company of Vermont
Vermont
$657K +$53.4K +4,479 +9%
Morgan Stanley
8
Morgan Stanley
New York
$652K +$49.2K +4,126 +8%
Bank of America
9
Bank of America
North Carolina
$646K +$44.1K +3,701 +7%
CCM
10
Colorado Capital Management
Colorado
$579K +$15.7K +1,314 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$553K -$83 -7 -0%
Creative Planning
12
Creative Planning
Kansas
$437K -$54.3K -4,557 -11%
Wells Fargo
13
Wells Fargo
California
$400K +$3.05K +256 +0.8%
Citadel Advisors
14
Citadel Advisors
Florida
$361K +$73.7K +6,186 +26%
Stifel Financial
15
Stifel Financial
Missouri
$287K
HCM
16
Howland Capital Management
Massachusetts
$222K -$35.7K -3,000 -14%
V
17
Veritable
Delaware
$222K
LPL Financial
18
LPL Financial
California
$211K +$42.1K +3,530 +25%
OWD
19
Osborn Williams & Donohoe
Ohio
$120K
US Bancorp
20
US Bancorp
Minnesota
$108K
TWI
21
Thomas White International
Illinois
$96K +$95.9K +8,044 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$74K -$39.6K -3,326 -35%
SWP
23
Stratos Wealth Partners
Ohio
$68K +$68.1K +5,712 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$58K -$21K -1,760 -27%
HI
25
Harrington Investments
California
$38K -$5.36K -450 -12%

PBD Hedge Fund Activity: Q3 2018 in Review

46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2018, worth a combined $12.2M — up 17% from $10.4M a quarter earlier.

Fund positioning in PBD was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $915K. The largest seller was Clean Yield Group, exiting entirely with an estimated $248K sold.

  • 46 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $12.2M of Invesco Global Clean Energy ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 5 funds opened new Invesco Global Clean Energy ETF positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2018 was Jane Street, an estimated $915K added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2018 was Clean Yield Group, an estimated $248K sold.

Based on aggregated 13F filings for Q3 2018.