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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $24.2M invested in Invesco WilderHill Clean Energy ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $325K | Put options by funds: $230K

12% more capital invested

Capital invested by funds: $21.6M → $24.2M (+$2.62M)

2.17% more ownership

Funds ownership: 19.03% → 21.2% (+2.2%)

0% more funds holding

Funds holding: 62 → 62 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
13
Closed
11
Calls
$325K
Puts
$230K
Net Calls
+$95K
Net Calls Change
+$95K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.11M
2
EB
Eastern Bank
Massachusetts
+$722K
3
G
GenTrust
Florida
+$335K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$333K
5
Jane Street
Jane Street
New York
+$269K

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
-$712K
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$260K
3
ZIG
Zurich Insurance Group
Switzerland
-$234K
4
AP
Advisors Preferred
Maryland
-$193K
5
PVH
Psagot Value Holdings
Israel
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Edge Advisors
Georgia
$64K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$44K -$28.4K -1,136 -39%
WCM
28
Wealthcare Capital Management
Virginia
$43K – – –
IA
29
IFP Advisors
Florida
$42K – – –
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$18K -$1.2K -48 -6%
PFA
31
Pathway Financial Advisors
Vermont
$16K – – –
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$13K – – –
Citigroup
33
Citigroup
New York
$13K – – –
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$12K – – –
BBA
36
Braun-Bostich & Associates
Pennsylvania
$10K – – –
AG
37
Advisor Group
Arizona
$9K +$2K +80 +33%
CIM
38
Contravisory Investment Management
Massachusetts
$9K +$9.04K +362 New
APA
39
American Portfolios Advisors
New York
$8.2K – – –
SBL
40
Sargent Bickham Lagudis
Colorado
$8K -$5.42K -217 -40%
CTC
41
Central Trust Company
Missouri
$8K – – –
APP
42
Avantax Planning Partners
Iowa
$6K +$6.25K +250 New
AIP
43
Ameritas Investment Partners
Nebraska
$5K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
AF
46
Allworth Financial
California
$4K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$4K +$4.5K +180 New
PCFFS
48
Pacific Center for Financial Services
California
$3K – – –
PSC
49
Prentiss Smith & Co
Vermont
$3K – – –
ASN
50
Advisory Services Network
Georgia
$2K – – –
1
2
3

PBW Hedge Fund Activity: Q1 2018 in Review

62 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2018, worth a combined $24.2M — up 12% from $21.6M a quarter earlier.

Fund positioning in PBW was balanced in Q1 2018: 11 funds opened new positions, 11 closed out, 11 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.11M. The largest seller was Edmond de Rothschild Holding, exiting entirely with an estimated $712K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $24.2M of Invesco WilderHill Clean Energy ETF stock for Q1 2018, up 12% quarter-over-quarter.
  • 11 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2018 and 11 closed out, a net change of 0 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2018 was Goldman Sachs, an estimated $3.11M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2018 was Edmond de Rothschild Holding, an estimated $712K sold.

Based on aggregated 13F filings for Q1 2018.