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Invesco Global Clean Energy ETF
PBD

46 hedge funds and large institutions have $10.2M invested in Invesco Global Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $10.7M → $10.2M (-$483K)

1.44% less ownership

Funds ownership: 22.16% → 20.72% (-1.4%)

10% less funds holding

Funds holding: 51 → 46 (-5)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWI
Thomas White International
Illinois
+$319K
2
PFM
Parsec Financial Management
North Carolina
+$170K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$109K
4
CCM
Colorado Capital Management
Colorado
+$38K
5
HPC
HM Payson & Co
Maine
+$11.6K

Top Sellers

1
Jane Street
Jane Street
New York
-$581K
2
Citadel Advisors
Citadel Advisors
Florida
-$433K
3
PSUF
People's United Financial
Connecticut
-$131K
4
Creative Planning
Creative Planning
Kansas
-$118K
5
AA
Advisory Alpha
Michigan
-$95.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.15M -$61.8K -5,052 -5%
QCM
2
Quest Capital Management
Texas
$1.12M – – –
PFM
3
Parsec Financial Management
North Carolina
$954K +$170K +13,936 +22%
Financial Engines Advisors
4
Financial Engines Advisors
California
$802K -$18.2K -1,484 -2%
CCM
5
Colorado Capital Management
Colorado
$626K +$38K +3,110 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$578K +$10.3K +845 +2%
Morgan Stanley
7
Morgan Stanley
New York
$536K -$23.3K -1,905 -4%
Bank of America
8
Bank of America
North Carolina
$461K -$6.24K -510 -1%
TCOV
9
Trust Company of Vermont
Vermont
$459K -$30.7K -2,507 -6%
TWI
10
Thomas White International
Illinois
$420K +$319K +26,069 +351%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$325K +$109K +8,942 +53%
UBS Group
12
UBS Group
Switzerland
$305K -$23.5K -1,924 -7%
Stifel Financial
13
Stifel Financial
Missouri
$293K – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$285K -$38.6K -3,159 -12%
LPL Financial
15
LPL Financial
California
$241K +$9.82K +803 +4%
Creative Planning
16
Creative Planning
Kansas
$220K -$118K -9,623 -35%
HCM
17
Howland Capital Management
Massachusetts
$176K – – –
BF
18
BOK Financial
Oklahoma
$161K – – –
Wells Fargo
19
Wells Fargo
California
$158K -$355 -29 -0.2%
PSUF
20
People's United Financial
Connecticut
$141K -$131K -10,672 -49%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$133K -$5.37K -439 -4%
OWD
22
Osborn Williams & Donohoe
Ohio
$125K – – –
US Bancorp
23
US Bancorp
Minnesota
$113K – – –
SB
24
Suntrust Banks
Georgia
$104K -$5.37K -439 -4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$79K – – –
1
2 3

PBD Hedge Fund Activity: Q2 2019 in Review

46 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q2 2019, worth a combined $10.2M — down 4.5% from $10.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PBD and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Thomas White International, adding an estimated $319K. The largest seller was Jane Street, exiting entirely with an estimated $581K sold.

  • 46 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q2 2019, down from 51 in Q1 2019.
  • Funds reported $10.2M of Invesco Global Clean Energy ETF stock for Q2 2019, down 4.5% quarter-over-quarter.
  • 3 funds opened new Invesco Global Clean Energy ETF positions in Q2 2019 and 7 closed out, a net change of -4 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q2 2019 was Thomas White International, an estimated $319K added.
  • The largest Invesco Global Clean Energy ETF seller in Q2 2019 was Jane Street, an estimated $581K sold.

Based on aggregated 13F filings for Q2 2019.