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Invesco WilderHill Clean Energy ETF

PBW

Market cap $405M

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New

Increased

Maintained

Reduced

Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

108% more capital invested

Capital invested by funds: $27.8M → $57.6M (+$29.9M)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11.51% more ownership

Funds ownership: 22.4% → 33.91% (+12%)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders

Holders Change

Holders Change %

+8.22%

% of All Funds

1.72%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	HighTower Advisors Chicago, Illinois	+$6.38M
2	FMP Financial Management Professionals Austin, Texas	+$3.35M
3	SI Stephens Inc Little Rock, Arkansas	+$2.52M
4	Morgan Stanley New York	+$2.1M
5	UBS Group Zurich, Switzerland	+$2.06M

Top Sellers

1	Jane Street New York	-$736K
2	FGAM Financial Gravity Asset Management Lakeway, Texas	-$629K
3	NCM Niemann Capital Management Stateline, Nevada	-$555K
4	ZIG Zurich Insurance Group Zurich, Switzerland	-$228K
5	Envestnet Asset Management Chicago, Illinois	-$211K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	CA 26 Calton & Associates Tampa, Florida	$412K	+$392K	+13,879	New
27	27 Commonwealth Equity Services Waltham, Massachusetts	$385K	+$2.2K	+78	+0.6%
28	RJFSA 28 Raymond James Financial Services Advisors St. Petersburg, Florida	$367K	-$44.2K	-1,567	-11%
29	29 Neuberger Berman Group New York	$336K	-$20.3K	-720	-6%
30	V 30 Veritable Wilmington, Delaware	$301K	+$15.1K	+535	+6%
31	31 Ameriprise Minneapolis, Minnesota	$299K	+$284K	+10,063	New
32	32 Citadel Advisors Miami, Florida	$294K	–	–	–
33	AG 33 Advisor Group Phoenix, Arizona	$292K	+$170K	+6,027	+159%
34	34 Janney Montgomery Scott Philadelphia, Pennsylvania	$254K	+$9.03K	+320	+4%
35	GWM 35 Geneos Wealth Management Englewood, Colorado	$250K	+$237K	+8,410	+22,132%
36	GWM 36 Greenwich Wealth Management Greenwich, Connecticut	$238K	-$5.59K	-198	-2%
37	EB 37 Eastern Bank Boston, Massachusetts	$223K	+$212K	+7,510	New
38	NSIM 38 North Star Investment Management Chicago, Illinois	$219K	+$28	+1	+0%
39	BAM 39 Barrett Asset Management New York	$217K	–	–	–
40	40 Mariner Overland Park, Kansas	$209K	+$199K	+7,039	New
41	CI 41 CX Institutional Auburn, Indiana	$188K	+$45.4K	+1,607	+34%
42	VNA 42 Valley National Advisers Bethlehem, Pennsylvania	$184K	+$34K	+1,205	+24%
43	GI 43 Gradient Investments Arden Hills, Minnesota	$151K	–	–	–
44	APA 44 American Portfolios Advisors Holbrook, New York	$130K	+$60.6K	+2,145	+96%
45	45 Carson Wealth (CWM LLC) Omaha, Nebraska	$103K	–	–	–
46	AP 46 Advisors Preferred Rockville, Maryland	$103K	+$97.1K	+3,438	New
47	SPIA 47 Steward Partners Investment Advisory New York	$86K	+$81.9K	+2,900	New
48	NFG 48 Next Financial Group Houston, Texas	$66K	+$62.6K	+2,217	+11,085%
49	HPC 49 HM Payson & Co Portland, Maine	$57K	+$54.6K	+1,934	New
50	WCM 50 Wealthcare Capital Management Richmond, Virginia	$51K	+$2.54K	+90	+6%

PBW Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2019, worth a combined $57.6M — up 108% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 14 closed out — a net gain of 8 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.38M. The largest seller was Jane Street, cutting an estimated $736K.

79 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2019, up from 73 in Q1 2019.
Funds reported $57.6M of Invesco WilderHill Clean Energy ETF stock for Q2 2019, up 108% quarter-over-quarter.
22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2019 and 14 closed out, a net change of +8 holders.
The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2019 was HighTower Advisors, an estimated $6.38M added.
The largest Invesco WilderHill Clean Energy ETF seller in Q2 2019 was Jane Street, an estimated $736K sold.

Based on aggregated 13F filings for Q2 2019.

Invesco WilderHill Clean Energy ETF PBW Market cap $405M