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Invesco WilderHill Clean Energy ETF
PBW

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $58.1M → $72.3M (+$14.2M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more funds holding

Funds holding: 73 → 85 (+12)

1.32% less ownership

Funds ownership: 32.29% → 30.97% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $277K

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
TFF
The Family Firm
Maryland
+$1.15M
3
Truist Financial
Truist Financial
North Carolina
+$985K
4
Ameriprise
Ameriprise
Minnesota
+$864K
5
Citadel Advisors
Citadel Advisors
Florida
+$631K

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$3.62M
2
HFA
High Falls Advisors
New York
-$810K
3
CA
Calton & Associates
Florida
-$337K
4
RJA
Raymond James & Associates
Florida
-$203K
5
AWCI
Alpine Woods Capital Investors
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$407K -$18.3K -600 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$399K -$7.58K -248 -2%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$387K – – –
VNA
29
Valley National Advisers
Pennsylvania
$380K +$49.9K +1,634 +17%
V
30
Veritable
Delaware
$346K -$3.3K -108 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$327K +$14.7K +481 +5%
AWCI
32
Alpine Woods Capital Investors
New York
$308K -$153K -5,000 -36%
NSIM
33
North Star Investment Management
Illinois
$291K +$19.9K +650 +8%
CB
34
Commerce Bank
Missouri
$285K +$254K +8,307 New
GWM
35
Greenwich Wealth Management
Connecticut
$274K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$258K +$231K +7,542 New
EB
37
Eastern Bank
Massachusetts
$257K – – –
BAM
38
Barrett Asset Management
New York
$251K – – –
AG
39
Advisor Group
Arizona
$247K -$9.05K -296 -4%
CI
40
CX Institutional
Indiana
$225K -$8.71K -285 -4%
APA
41
American Portfolios Advisors
New York
$225K +$24.7K +807 +14%
PA
42
Prism Advisors
California
$224K +$200K +6,539 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$222K -$107K -3,517 -35%
EGWAG
44
Elwood & Goetz Wealth Advisory Group
Georgia
$204K +$182K +5,965 New
IAA
45
Independent Advisor Alliance
North Carolina
$203K +$181K +5,918 New
NFG
46
Next Financial Group
Texas
$154K +$68.7K +2,248 +100%
TAM
47
Townsend Asset Management
North Carolina
$122K +$109K +3,576 New
AP
48
Advisors Preferred
Maryland
$113K -$47.6K -1,556 -32%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$99K – – –
1
2
3 4

PBW Hedge Fund Activity: Q4 2019 in Review

85 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2019, worth a combined $72.3M — up 24% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PBW positions and 7 closed out — a net gain of 13 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Financial Management Professionals, cutting an estimated $3.62M.

  • 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $72.3M of Invesco WilderHill Clean Energy ETF stock for Q4 2019, up 24% quarter-over-quarter.
  • 20 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2019 and 7 closed out, a net change of +13 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2019 was Financial Management Professionals, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.