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Invesco WilderHill Clean Energy ETF

72 hedge funds and large institutions have $18.8M invested in Invesco WilderHill Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $18.7M → $18.8M (+$110K)

0.23% less ownership

Funds ownership: 4.41%4.18% (-0.23%)

13% less funds holding

Funds holding: 8372 (-11)

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
22
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
BTR Capital Management
California
$105K -$29.8K -1,540 -23%
GI
27
Gradient Investments
Minnesota
$99K +$76.3K +3,950 +388%
OWD
28
Osborn Williams & Donohoe
Ohio
$96K
Creative Planning
29
Creative Planning
Kansas
$89K +$70.5K +3,651 +459%
Ameriprise
30
Ameriprise
Minnesota
$76K +$2.98K +154 +4%
Stifel Financial
31
Stifel Financial
Missouri
$74K -$3.5K -181 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$71K +$39 +2 +0.1%
CB
33
Commerce Bank
Missouri
$69K -$15.5K -800 -19%
TCM
34
Telos Capital Management
California
$69K
V
35
Veritable
Delaware
$68K +$9.33K +483 +16%
COI
36
Connable Office Inc
Michigan
$63K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$60K +$1.16K +60 +2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$57K -$7.73K -400 -12%
EA
39
Edge Advisors
Georgia
$51K
Goldman Sachs
40
Goldman Sachs
New York
$50K -$147K -7,589 -75%
MWP
41
Moller Wealth Partners
$45K
TD Asset Management
42
TD Asset Management
Ontario, Canada
$43K
VC
43
Vicus Capital
Pennsylvania
$41K
SBL
44
Sargent Bickham Lagudis
Colorado
$31K -$3.86K -200 -12%
WCM
45
Wealthcare Capital Management
Virginia
$27K +$21.1K +1,090 +414%
IA
46
IFP Advisors
Florida
$20K
EWM
47
Evercore Wealth Management
New York
$14K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12K -$966 -50 -8%
Citigroup
49
Citigroup
New York
$12K +$19 +1 +0.2%
NFG
50
Next Financial Group
Texas
$10K -$2.09K -108 -19%

PBW Hedge Fund Activity: Q1 2017 in Review

72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2017, worth a combined $18.8M — up 0.59% from $18.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PBW and 2 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $1.22M. The largest seller was Citadel Advisors, cutting an estimated $1.95M.

  • 72 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2017, down from 83 in Q4 2016.
  • Funds reported $18.8M of Invesco WilderHill Clean Energy ETF stock for Q1 2017, up 0.59% quarter-over-quarter.
  • 2 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2017 and 12 closed out, a net change of -10 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2017 was Bank of America, an estimated $1.22M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2017.