Invesco WilderHill Clean Energy ETF
PBW
82 hedge funds and large institutions have $21.3M invested in Invesco WilderHill Clean Energy ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 9 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
8% more capital invested
Capital invested by funds: $19.7M → $21.3M (+$1.55M)
0.33% more ownership
Funds ownership: 2.84% → 3.17% (+0.33%)
4% less funds holding
Funds holding: 85 → 82 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$204K |
| 3 |
Jane Street
New York
|
+$193K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$161K |
| 5 |
Morgan Stanley
New York
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$264K |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$186K |
| 3 |
SG Americas Securities
New York
|
-$163K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$83K |
| 5 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
-$69K |
PBW Hedge Fund Activity: Q2 2015 in Review
82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2015, worth a combined $21.3M — up 7.9% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PBW and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 25 added.
The largest buyer was Wells Fargo, adding an estimated $1.18M. The largest seller was Royal Bank of Canada, cutting an estimated $264K.
- 82 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2015, down from 85 in Q1 2015.
- Funds reported $21.3M of Invesco WilderHill Clean Energy ETF stock for Q2 2015, up 7.9% quarter-over-quarter.
- 7 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2015 and 9 closed out, a net change of -2 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2015 was Wells Fargo, an estimated $1.18M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2015 was Royal Bank of Canada, an estimated $264K sold.
Based on aggregated 13F filings for Q2 2015.