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Invesco WilderHill Clean Energy ETF
PBW

73 hedge funds and large institutions have $58.1M invested in Invesco WilderHill Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $57.6M → $58.1M (+$514K)

1.62% less ownership

Funds ownership: 33.91% → 32.29% (-1.6%)

8% less funds holding

Funds holding: 79 → 73 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $251K

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
$251K
Net Calls
-$251K
Net Calls Change
-$251K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$856K
2
RJA
Raymond James & Associates
Florida
+$608K
3
SI
Stephens Inc
Arkansas
+$555K
4
Bank of America
Bank of America
North Carolina
+$496K
5
Wells Fargo
Wells Fargo
California
+$433K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
2
Jane Street
Jane Street
New York
-$763K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$605K
4
Ameriprise
Ameriprise
Minnesota
-$299K
5
ZIG
Zurich Insurance Group
Switzerland
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Calton & Associates
Florida
$337K -$69.6K -2,322 -17%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$337K +$347K +11,564 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$330K – – –
V
29
Veritable
Delaware
$298K +$2.46K +82 +0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$291K -$605K -20,206 -67%
VNA
31
Valley National Advisers
Pennsylvania
$276K +$97.4K +3,249 +52%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$264K +$15.7K +525 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$262K -$27K -900 -9%
GWM
34
Greenwich Wealth Management
Connecticut
$233K – – –
NSIM
35
North Star Investment Management
Illinois
$229K +$15K +500 +7%
AG
36
Advisor Group
Arizona
$219K -$69.5K -2,319 -24%
EB
37
Eastern Bank
Massachusetts
$219K – – –
BAM
38
Barrett Asset Management
New York
$214K – – –
CI
39
CX Institutional
Indiana
$200K +$15.6K +519 +8%
APA
40
American Portfolios Advisors
New York
$168K +$41.3K +1,378 +31%
AP
41
Advisors Preferred
Maryland
$142K +$42.9K +1,433 +42%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
AA
43
Advisory Alpha
Michigan
$86.3K +$90.9K +3,033 New
SPIA
44
Steward Partners Investment Advisory
New York
$84K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$69K +$24.7K +825 +54%
NFG
46
Next Financial Group
Texas
$65K – – –
HPC
47
HM Payson & Co
Maine
$56K – – –
CTC
48
Central Trust Company
Missouri
$44K – – –
WCM
49
Wealthcare Capital Management
Virginia
$38K -$12.9K -429 -25%
GI
50
Gradient Investments
Minnesota
$25K -$126K -4,221 -83%
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PBW Hedge Fund Activity: Q3 2019 in Review

73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2019, worth a combined $58.1M — up 0.89% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBW and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $856K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.09M sold.

  • 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2019, down from 79 in Q2 2019.
  • Funds reported $58.1M of Invesco WilderHill Clean Energy ETF stock for Q3 2019, up 0.89% quarter-over-quarter.
  • 5 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2019 and 11 closed out, a net change of -6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2019 was Morgan Stanley, an estimated $856K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2019.