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Invesco WilderHill Clean Energy ETF

75 hedge funds and large institutions have $19.5M invested in Invesco WilderHill Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $18.8M → $19.5M (+$696K)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.36% less ownership

Funds ownership: 4.18%3.82% (-0.36%)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$115K
BCM
27
BTR Capital Management
California
$114K
FT
28
Fiduciary Trust
Massachusetts
$113K -$32.3K -1,554 -23%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$108K -$1.14M -55,133 -92%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$105K +$41.8K +2,013 +71%
OWD
31
Osborn Williams & Donohoe
Ohio
$104K
Axa
32
Axa
France
$91K -$55.6K -2,678 -39%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$91K +$13.2K +635 +18%
Ameriprise
34
Ameriprise
Minnesota
$83K +$270 +13 +0.3%
Stifel Financial
35
Stifel Financial
Missouri
$78K -$1.39K -67 -2%
CB
36
Commerce Bank
Missouri
$77K +$1.91K +92 +3%
V
37
Veritable
Delaware
$74K
TCM
38
Telos Capital Management
California
$73K -$1.02K -49 -1%
COI
39
Connable Office Inc
Michigan
$68K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$64K -$1.25K -60 -2%
EA
41
Edge Advisors
Georgia
$55K
MWP
42
Moller Wealth Partners
$48K
VC
43
Vicus Capital
Pennsylvania
$44K
TD Asset Management
44
TD Asset Management
Ontario, Canada
$43K
WCM
45
Wealthcare Capital Management
Virginia
$29K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$18K +$4.57K +220 +36%
SBL
47
Sargent Bickham Lagudis
Colorado
$16K -$16.4K -790 -51%
EWM
48
Evercore Wealth Management
New York
$15K
Citigroup
49
Citigroup
New York
$15K +$1.2K +58 +9%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$11K +$5.81K +280 +117%

PBW Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2017, worth a combined $19.5M — up 3.7% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBW positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $520K. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.

  • 75 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2017, up from 72 in Q1 2017.
  • Funds reported $19.5M of Invesco WilderHill Clean Energy ETF stock for Q2 2017, up 3.7% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2017 was Bank of America, an estimated $520K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2017.