We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF
PBD

51 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.7M → $10.7M (+$12.1K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.79% less ownership

Funds ownership: 23.95% → 22.16% (-1.8%)

2% less funds holding

Funds holding: 52 → 51 (-1)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$303K
2
CCM
Colorado Capital Management
Colorado
+$168K
3
AA
Advisory Alpha
Michigan
+$92.7K
4
Financial Engines Advisors
Financial Engines Advisors
California
+$83.4K
5
TWI
Thomas White International
Illinois
+$76.8K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$922K
2
BF
BOK Financial
Oklahoma
-$731K
3
Citadel Advisors
Citadel Advisors
Florida
-$667K
4
Jane Street
Jane Street
New York
-$478K
5
Wells Fargo
Wells Fargo
California
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.15M +$1.13M +96,300 New
QCM
2
Quest Capital Management
Texas
$1.07M – – –
Financial Engines Advisors
3
Financial Engines Advisors
California
$783K +$83.4K +7,115 +12%
PFM
4
Parsec Financial Management
North Carolina
$744K +$64.4K +5,493 +10%
Jane Street
5
Jane Street
New York
$581K -$478K -40,759 -46%
CCM
6
Colorado Capital Management
Colorado
$559K +$168K +14,305 +44%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$541K -$21.2K -1,811 -4%
Morgan Stanley
8
Morgan Stanley
New York
$535K -$4.57K -390 -0.9%
TCOV
9
Trust Company of Vermont
Vermont
$468K -$64.1K -5,469 -12%
Bank of America
10
Bank of America
North Carolina
$445K +$25.9K +2,214 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$433K -$667K -56,928 -61%
Creative Planning
12
Creative Planning
Kansas
$325K -$72.6K -6,196 -19%
UBS Group
13
UBS Group
Switzerland
$314K +$24.3K +2,077 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$309K +$303K +25,840 New
Stifel Financial
15
Stifel Financial
Missouri
$280K -$2.75K -235 -1%
PSUF
16
People's United Financial
Connecticut
$262K – – –
LPL Financial
17
LPL Financial
California
$220K +$6.04K +516 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$203K -$155K -13,190 -44%
HCM
19
Howland Capital Management
Massachusetts
$168K – – –
BF
20
BOK Financial
Oklahoma
$155K -$731K -62,419 -83%
Wells Fargo
21
Wells Fargo
California
$151K -$249K -21,272 -63%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$133K – – –
OWD
23
Osborn Williams & Donohoe
Ohio
$123K – – –
SB
24
Suntrust Banks
Georgia
$108K – – –
US Bancorp
25
US Bancorp
Minnesota
$108K – – –
1
2 3

PBD Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q1 2019, worth a combined $10.7M — up 0.11% from $10.7M a quarter earlier.

Fund positioning in PBD was balanced in Q1 2019: 8 funds opened new positions, 8 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $303K. The largest seller was Goldman Sachs, exiting entirely with an estimated $922K sold.

  • 51 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q1 2019, down from 52 in Q4 2018.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q1 2019, up 0.11% quarter-over-quarter.
  • 8 funds opened new Invesco Global Clean Energy ETF positions in Q1 2019 and 8 closed out, a net change of 0 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $303K added.
  • The largest Invesco Global Clean Energy ETF seller in Q1 2019 was Goldman Sachs, an estimated $922K sold.

Based on aggregated 13F filings for Q1 2019.