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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $19.2M invested in Invesco WilderHill Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 18.87% → 19.91% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

8% less capital invested

Capital invested by funds: $20.9M → $19.2M (-$1.7M)

11% less funds holding

Funds holding: 70 → 62 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$458K
2
Bank of America
Bank of America
North Carolina
+$354K
3
AWCI
Alpine Woods Capital Investors
New York
+$325K
4
PP
Professional Planning
California
+$259K
5
Citadel Advisors
Citadel Advisors
Florida
+$192K

Top Sellers

Rank Fund Capital Flow
1
G
GenTrust
Florida
-$334K
2
Jane Street
Jane Street
New York
-$316K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$202K
4
NSIM
North Star Investment Management
Illinois
-$140K
5
SPIA
Steward Partners Investment Advisory
New York
-$72K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$18K – – –
CTC
27
Central Trust Company
Missouri
$15K +$4.64K +200 +40%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$13K -$1.51K -65 -10%
WAM
29
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
FHA
31
Flagship Harbor Advisors
Massachusetts
$10K +$46 +2 +0.4%
BBA
32
Braun-Bostich & Associates
Pennsylvania
$9K – – –
Citigroup
33
Citigroup
New York
$9K +$23 +1 +0.2%
AG
34
Advisor Group
Arizona
$9K +$4.64K +200 +71%
APA
35
American Portfolios Advisors
New York
$7.02K – – –
CIM
36
Contravisory Investment Management
Massachusetts
$7K -$649 -28 -8%
RFM
37
Royal Fund Management
Florida
$7K – – –
SBL
38
Sargent Bickham Lagudis
Colorado
$7K – – –
ASN
39
Advisory Services Network
Georgia
$6K +$2.32K +100 +57%
AIC
40
Ameritas Investment Company
Nebraska
$5K +$5.38K +232 New
AIP
41
Ameritas Investment Partners
Nebraska
$4K – – –
CWA
42
Clarus Wealth Advisors
Arizona
$4K +$23 +1 +0.5%
AF
43
Allworth Financial
California
$3K – – –
KL
44
KWMG LLC
Kansas
$3K – – –
PCFFS
45
Pacific Center for Financial Services
California
$3K – – –
IA
46
IFP Advisors
Florida
$2K -$3.78K -163 -67%
BWM
47
BerganKDV Wealth Management
Minnesota
$2K – – –
CHC
48
City Holding Co
West Virginia
$2K – – –
First Manhattan
49
First Manhattan
New York
$2K – – –
CYG
50
Clean Yield Group
Vermont
$2K +$1.76K +76 New
1
2
3

PBW Hedge Fund Activity: Q4 2018 in Review

62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2018, worth a combined $19.2M — down 8.1% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PBW and 8 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $458K. The largest seller was GenTrust, exiting entirely with an estimated $334K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2018, down from 70 in Q3 2018.
  • Funds reported $19.2M of Invesco WilderHill Clean Energy ETF stock for Q4 2018, down 8.1% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2018 and 14 closed out, a net change of -6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2018 was Fiduciary Trust International of Pennsylvania, an estimated $458K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2018 was GenTrust, an estimated $334K sold.

Based on aggregated 13F filings for Q4 2018.