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Invesco Global Clean Energy ETF
PBD

52 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

13% more funds holding

Funds holding: 46 → 52 (+6)

1.53% more ownership

Funds ownership: 22.42% → 23.95% (+1.5%)

12% less capital invested

Capital invested by funds: $12.2M → $10.7M (-$1.5M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
6
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$980K
2
Citadel Advisors
Citadel Advisors
Florida
+$696K
3
Financial Engines Advisors
Financial Engines Advisors
California
+$646K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$334K
5
PSUF
People's United Financial
Connecticut
+$243K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$542K
3
V
Veritable
Delaware
-$222K
4
Bank of America
Bank of America
North Carolina
-$209K
5
Jane Street
Jane Street
New York
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$970K +$696K +62,888 +208%
Jane Street
2
Jane Street
New York
$930K -$199K -17,995 -17%
QCM
3
Quest Capital Management
Texas
$930K +$988K +89,267 New
Goldman Sachs
4
Goldman Sachs
New York
$922K +$980K +88,473 New
BF
5
BOK Financial
Oklahoma
$785K – – –
Financial Engines Advisors
6
Financial Engines Advisors
California
$608K +$646K +58,303 New
PFM
7
Parsec Financial Management
North Carolina
$590K -$25.8K -2,333 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$490K +$9.67K +873 +2%
Morgan Stanley
9
Morgan Stanley
New York
$469K -$104K -9,356 -17%
TCOV
10
Trust Company of Vermont
Vermont
$464K -$114K -10,317 -19%
Bank of America
11
Bank of America
North Carolina
$365K -$209K -18,910 -35%
Wells Fargo
12
Wells Fargo
California
$353K +$5.67K +512 +2%
Creative Planning
13
Creative Planning
Kansas
$347K -$35K -3,161 -9%
CCM
14
Colorado Capital Management
Colorado
$338K -$177K -15,944 -33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$314K +$334K +30,158 New
UBS Group
16
UBS Group
Switzerland
$252K -$1.4M -126,879 -84%
Stifel Financial
17
Stifel Financial
Missouri
$244K -$4.04K -365 -2%
PSUF
18
People's United Financial
Connecticut
$228K +$243K +21,934 New
LPL Financial
19
LPL Financial
California
$186K +$3.1K +280 +2%
HCM
20
Howland Capital Management
Massachusetts
$146K -$49.8K -4,500 -24%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$115K -$542K -48,975 -82%
SB
22
Suntrust Banks
Georgia
$108K +$123K +11,076 New
OWD
23
Osborn Williams & Donohoe
Ohio
$104K – – –
US Bancorp
24
US Bancorp
Minnesota
$94K – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$65K – – –
1
2 3

PBD Hedge Fund Activity: Q4 2018 in Review

52 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2018, worth a combined $10.7M — down 12% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBD positions and 7 closed out — a net gain of 6 holders — while 6 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $980K. The largest seller was UBS Group, cutting an estimated $1.4M.

  • 52 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 13 funds opened new Invesco Global Clean Energy ETF positions in Q4 2018 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2018 was Goldman Sachs, an estimated $980K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2018 was UBS Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2018.