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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $21.6M invested in Invesco WilderHill Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.15% more ownership

Funds ownership: 3.88% → 19.03% (+15%)

9% more capital invested

Capital invested by funds: $19.9M → $21.6M (+$1.73M)

14% less funds holding

Funds holding: 72 → 62 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$1.15M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$682K
3
AP
Advisors Preferred
Maryland
+$400K
4
BAM
Barrett Asset Management
New York
+$180K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$176K

Top Sellers

Rank Fund Capital Flow
1
TFF
The Family Firm
Maryland
-$979K
2
CG
Colony Group
Massachusetts
-$170K
3
SC
Scotia Capital
Ontario, Canada
-$156K
4
BCM
BTR Capital Management
California
-$138K
5
G
GenTrust
Florida
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wealthcare Capital Management
Virginia
$43K +$5.24K +213 +14%
IA
27
IFP Advisors
Florida
$42K +$33K +1,339 +449%
AIP
28
Ameritas Investment Partners
Nebraska
$35K +$5.71K +232 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$20K -$1.94K -79 -9%
EWM
30
Evercore Wealth Management
New York
$18K +$17.2K +700 New
PFA
31
Pathway Financial Advisors
Vermont
$16K +$15.3K +622 New
SBL
32
Sargent Bickham Lagudis
Colorado
$14K -$4.95K -201 -27%
TC
33
Telemus Capital
Michigan
$14K +$13.8K +560 New
Citigroup
34
Citigroup
New York
$13K -$3.96K -161 -24%
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$13K +$10.2K +416 +400%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$12K +$11.8K +480 New
BBA
38
Braun-Bostich & Associates
Pennsylvania
$10K +$9.97K +405 New
APA
39
American Portfolios Advisors
New York
$8.32K +$8.07K +328 New
CTC
40
Central Trust Company
Missouri
$8K – – –
AG
41
Advisor Group
Arizona
$7K -$1.97K -80 -25%
FAAS
42
First Allied Advisory Services
California
$7K +$6.4K +260 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.16K +169 +402%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.95K +201 New
GRP
46
Global Retirement Partners
California
$5K +$5.12K +208 New
AF
47
Allworth Financial
California
$4K – – –
PCFFS
48
Pacific Center for Financial Services
California
$3K -$25 -1 -0.8%
PSC
49
Prentiss Smith & Co
Vermont
$3K – – –
ASN
50
Advisory Services Network
Georgia
$2K – – –
1
2
3 4

PBW Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2017, worth a combined $21.6M — up 8.7% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PBW and 16 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $1.15M. The largest seller was The Family Firm, exiting entirely with an estimated $979K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2017, down from 72 in Q3 2017.
  • Funds reported $21.6M of Invesco WilderHill Clean Energy ETF stock for Q4 2017, up 8.7% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2017 and 25 closed out, a net change of -9 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2017 was Psagot Value Holdings, an estimated $1.15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2017 was The Family Firm, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2017.