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Invesco WilderHill Clean Energy ETF
PBW

70 hedge funds and large institutions have $20.9M invested in Invesco WilderHill Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more funds holding

Funds holding: 64 → 70 (+6)

7% more capital invested

Capital invested by funds: $19.5M → $20.9M (+$1.44M)

2.16% more ownership

Funds ownership: 16.71% → 18.87% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.23M
2
Wells Fargo
Wells Fargo
California
+$1.73M
3
V
Veritable
Delaware
+$244K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$119K
5
PP
Professional Planning
California
+$87.6K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.09M
2
PVH
Psagot Value Holdings
Israel
-$921K
3
Jane Street
Jane Street
New York
-$565K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$470K
5
Citadel Advisors
Citadel Advisors
Florida
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wealthcare Capital Management
Virginia
$42K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$39K -$4.44K -175 -10%
CFA
28
Carroll Financial Associates
North Carolina
$19K +$20.1K +792 New
PMFA
29
Plante Moran Financial Advisors
Michigan
$17K +$17.8K +700 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16K -$914 -36 -5%
CT
31
CPF Texas
Texas
$15K +$10.2K +403 +203%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$12K +$76 +3 +0.6%
CTC
34
Central Trust Company
Missouri
$12K +$12.7K +500 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$11K +$6.45K +254 +126%
Citigroup
36
Citigroup
New York
$10K -$2.51K -99 -19%
BBA
37
Braun-Bostich & Associates
Pennsylvania
$10K – – –
CIM
38
Contravisory Investment Management
Massachusetts
$9K – – –
RFM
39
Royal Fund Management
Florida
$9K – – –
APA
40
American Portfolios Advisors
New York
$8.13K – – –
SBL
41
Sargent Bickham Lagudis
Colorado
$8K – – –
AG
42
Advisor Group
Arizona
$7K – – –
IA
43
IFP Advisors
Florida
$6K +$1.04K +41 +20%
APP
44
Avantax Planning Partners
Iowa
$6K +$6.35K +250 New
AOWM
45
Alpha Omega Wealth Management
Virginia
$5K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$5K – – –
CWA
47
Clarus Wealth Advisors
Arizona
$5K +$51 +2 +1%
JFA
48
JNBA Financial Advisors
Minnesota
$5K +$5.08K +200 New
ASN
49
Advisory Services Network
Georgia
$4K -$4.72K -186 -52%
AF
50
Allworth Financial
California
$4K – – –
1
2
3 4

PBW Hedge Fund Activity: Q3 2018 in Review

70 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2018, worth a combined $20.9M — up 7.4% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PBW positions and 9 closed out — a net gain of 7 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $5.23M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.09M sold.

  • 70 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $20.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2018 and 9 closed out, a net change of +7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2018 was Bank of America, an estimated $5.23M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2018.