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Invesco WilderHill Clean Energy ETF

64 hedge funds and large institutions have $19.5M invested in Invesco WilderHill Clean Energy ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more funds holding

Funds holding: 6264 (+2)

4.49% less ownership

Funds ownership: 21.2%16.71% (-4.5%)

20% less capital invested

Capital invested by funds: $24.2M → $19.5M (-$4.76M)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$44K
WCM
27
Wealthcare Capital Management
Virginia
$43K
CI
28
CX Institutional
Indiana
$19K +$19.8K +777 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$17K
PFA
30
Pathway Financial Advisors
Vermont
$16K
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$13K
Citigroup
32
Citigroup
New York
$13K +$26 +1 +0.2%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$12K
FHA
34
Flagship Harbor Advisors
Massachusetts
$12K +$12.5K +491 New
BBA
35
Braun-Bostich & Associates
Pennsylvania
$10K
CIM
36
Contravisory Investment Management
Massachusetts
$9K
ASN
37
Advisory Services Network
Georgia
$9K +$6.79K +266 +280%
RFM
38
Royal Fund Management
Florida
$9K +$9.36K +367 New
APA
39
American Portfolios Advisors
New York
$8.18K
SBL
40
Sargent Bickham Lagudis
Colorado
$8K
AG
41
Advisor Group
Arizona
$7K -$1.02K -40 -13%
IA
42
IFP Advisors
Florida
$5K -$36.6K -1,435 -88%
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
CT
46
CPF Texas
Texas
$5K +$5.08K +199 New
AOWM
47
Alpha Omega Wealth Management
Virginia
$5K +$5.1K +200 New
CWA
48
Clarus Wealth Advisors
Arizona
$5K +$5.23K +205 New
GWM
49
Geneos Wealth Management
Colorado
$5K +$5.87K +230 New
AF
50
Allworth Financial
California
$4K

PBW Hedge Fund Activity: Q2 2018 in Review

64 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2018, worth a combined $19.5M — down 20% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBW positions and 9 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $618K. The largest seller was Bank of America, cutting an estimated $4.97M.

  • 64 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $19.5M of Invesco WilderHill Clean Energy ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 11 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2018 and 9 closed out, a net change of +2 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2018 was Jane Street, an estimated $618K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2018 was Bank of America, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2018.