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Invesco WilderHill Clean Energy ETF

73 hedge funds and large institutions have $27.8M invested in Invesco WilderHill Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $19.2M → $27.8M (+$8.57M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

18% more funds holding

Funds holding: 6273 (+11)

2.49% more ownership

Funds ownership: 19.91%22.4% (+2.5%)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$211K +$203K +7,866 New
NSIM
27
North Star Investment Management
Illinois
$197K
BAM
28
Barrett Asset Management
New York
$196K +$25.8K +1,000 +16%
GI
29
Gradient Investments
Minnesota
$136K
OWD
30
Osborn Williams & Donohoe
Ohio
$134K +$124K +4,800 New
VNA
31
Valley National Advisers
Pennsylvania
$134K +$129K +5,000 New
CI
32
CX Institutional
Indiana
$127K +$66.5K +2,579 +120%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$103K +$28.5K +1,104 New
AG
34
Advisor Group
Arizona
$101K +$85.3K +3,310 +690%
AA
35
Advisory Alpha
Michigan
$94.2K +$87K +3,373 New
APA
36
American Portfolios Advisors
New York
$59.8K +$49.1K +1,906 +581%
PVH
37
Psagot Value Holdings
Israel
$54K +$7.74K +300 +18%
WCM
38
Wealthcare Capital Management
Virginia
$44K -$2.01K -78 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$41K
CTC
40
Central Trust Company
Missouri
$40K +$20.6K +800 +114%
CFA
41
Carroll Financial Associates
North Carolina
$21K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$16K -$387 -15 -2%
CA
43
Cetera Advisors
Colorado
$16K +$15.5K +600 New
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$14K
FHA
45
Flagship Harbor Advisors
Massachusetts
$13K
Citigroup
46
Citigroup
New York
$10K -$1.55K -60 -14%
RFM
47
Royal Fund Management
Florida
$9K
SBL
48
Sargent Bickham Lagudis
Colorado
$9K
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$7K -$5.18K -201 -44%
ASN
50
Advisory Services Network
Georgia
$7K

PBW Hedge Fund Activity: Q1 2019 in Review

73 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2019, worth a combined $27.8M — up 45% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBW positions and 6 closed out — a net gain of 11 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.33M. The largest seller was Wells Fargo, cutting an estimated $1.41M.

  • 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2019, up from 62 in Q4 2018.
  • Funds reported $27.8M of Invesco WilderHill Clean Energy ETF stock for Q1 2019, up 45% quarter-over-quarter.
  • 17 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2019 and 6 closed out, a net change of +11 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2019 was Jane Street, an estimated $1.33M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2019 was Wells Fargo, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2019.