Invesco WilderHill Clean Energy ETF
PBW
259 hedge funds and large institutions have $773M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 95 increasing their positions, 43 reducing their positions, and 29 closing their positions.
166% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 29
121% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 43
20% more funds holding
Funds holding: 215 → 259 (+44)
13.66% less ownership
Funds ownership: 45% → 31.33% (-14%)
35% less capital invested
Capital invested by funds: $1.18B → $773M (-$411M)
46% less call options, than puts
Call options by funds: $20.3M | Put options by funds: $37.2M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$39.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31M |
| 3 |
Millennium Management
New York
|
+$24M |
| 4 |
Morgan Stanley
New York
|
+$19.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$508M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$37.4M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$23.6M |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$21.7M |
| 5 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$15.2M |
PBW Hedge Fund Activity: Q1 2021 in Review
259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2021, worth a combined $773M — down 35% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new PBW positions and 29 closed out — a net gain of 48 holders — while 95 added to existing stakes and 43 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $39.8M. The largest seller was Citigroup, cutting an estimated $508M.
- 259 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2021, up from 215 in Q4 2020.
- Funds reported $773M of Invesco WilderHill Clean Energy ETF stock for Q1 2021, down 35% quarter-over-quarter.
- 77 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2021 and 29 closed out, a net change of +48 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2021 was Goldman Sachs, an estimated $39.8M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2021 was Citigroup, an estimated $508M sold.
Based on aggregated 13F filings for Q1 2021.