Invesco WilderHill Clean Energy ETF
PBW
85 hedge funds and large institutions have $16M invested in Invesco WilderHill Clean Energy ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
2% more funds holding
Funds holding: 83 → 85 (+2)
0.19% less ownership
Funds ownership: 3.64% → 3.44% (-0.19%)
12% less capital invested
Capital invested by funds: $18.2M → $16M (-$2.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$463K |
| 2 |
TFF
The Family Firm
Bethesda,
Maryland
|
+$331K |
| 3 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$182K |
| 4 |
Neuberger Berman Group
New York
|
+$81.9K |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$76.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.22M |
| 2 |
Morgan Stanley
New York
|
-$253K |
| 3 |
LPL Financial
San Diego,
California
|
-$244K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$190K |
| 5 |
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
|
-$190K |
PBW Hedge Fund Activity: Q2 2016 in Review
85 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2016, worth a combined $16M — down 12% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PBW positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Zurich Insurance Group, adding an estimated $463K. The largest seller was Spinnaker Trust, exiting entirely with an estimated $1.22M sold.
- 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2016, up from 83 in Q1 2016.
- Funds reported $16M of Invesco WilderHill Clean Energy ETF stock for Q2 2016, down 12% quarter-over-quarter.
- 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2016 and 5 closed out, a net change of +3 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2016 was Zurich Insurance Group, an estimated $463K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2016 was Spinnaker Trust, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2016.