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Invesco Global Clean Energy ETF
PBD

52 hedge funds and large institutions have $12.2M invested in Invesco Global Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $10.2M → $12.2M (+$1.96M)

11% more funds holding

Funds holding: 47 → 52 (+5)

0.25% more ownership

Funds ownership: 21.4% → 21.65% (+0.25%)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Advisors Preferred
Maryland
+$346K
2
CCM
Colorado Capital Management
Colorado
+$166K
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$165K
4
PSUF
People's United Financial
Connecticut
+$144K
5
Truist Financial
Truist Financial
North Carolina
+$132K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$336K
2
Jane Street
Jane Street
New York
-$336K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$174K
4
Morgan Stanley
Morgan Stanley
New York
-$46.5K
5
PFM
Parsec Financial Management
North Carolina
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1
Quest Capital Management
Texas
$1.28M – – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.11M -$174K -13,351 -15%
CCM
3
Colorado Capital Management
Colorado
$1.05M +$166K +12,743 +21%
PFM
4
Parsec Financial Management
North Carolina
$1.03M -$42K -3,231 -4%
Financial Engines Advisors
5
Financial Engines Advisors
California
$885K -$38K -2,924 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$624K +$24.1K +1,851 +4%
Morgan Stanley
7
Morgan Stanley
New York
$563K -$46.5K -3,577 -8%
Bank of America
8
Bank of America
North Carolina
$478K +$83.2K +6,398 +24%
TCOV
9
Trust Company of Vermont
Vermont
$470K -$13.6K -1,043 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$428K +$77.6K +5,969 +25%
TWI
11
Thomas White International
Illinois
$414K -$21.2K -1,633 -5%
UBS Group
12
UBS Group
Switzerland
$381K +$102K +7,847 +42%
AP
13
Advisors Preferred
Maryland
$381K +$346K +26,656 New
Stifel Financial
14
Stifel Financial
Missouri
$333K – – –
LPL Financial
15
LPL Financial
California
$291K -$32.6K -2,509 -11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$288K +$4.37K +336 +2%
Creative Planning
17
Creative Planning
Kansas
$273K -$14K -1,080 -5%
HCM
18
Howland Capital Management
Massachusetts
$201K – – –
JMPWA
19
JP Morgan Private Wealth Advisors
California
$182K +$165K +12,695 New
Wells Fargo
20
Wells Fargo
California
$177K -$1.34K -103 -0.8%
BF
21
BOK Financial
Oklahoma
$168K -$14.7K -1,130 -9%
PSUF
22
People's United Financial
Connecticut
$159K +$144K +11,103 New
EH
23
Equitable Holdings
New York
$158K +$143K +11,026 New
Truist Financial
24
Truist Financial
North Carolina
$146K +$132K +10,166 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$144K -$5.06K -389 -4%
1
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PBD Hedge Fund Activity: Q4 2019 in Review

52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q4 2019, worth a combined $12.2M — up 19% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBD positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $346K. The largest seller was Citadel Advisors, exiting entirely with an estimated $336K sold.

  • 52 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $12.2M of Invesco Global Clean Energy ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 10 funds opened new Invesco Global Clean Energy ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q4 2019 was Advisors Preferred, an estimated $346K added.
  • The largest Invesco Global Clean Energy ETF seller in Q4 2019 was Citadel Advisors, an estimated $336K sold.

Based on aggregated 13F filings for Q4 2019.