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Invesco WilderHill Clean Energy ETF
PBW

91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

7% more funds holding

Funds holding: 85 → 91 (+6)

0.32% less ownership

Funds ownership: 30.97% → 30.65% (-0.32%)

13% less capital invested

Capital invested by funds: $72.3M → $62.7M (-$9.69M)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
10
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$583K

Top Buyers

Rank Fund Capital Flow
1
FMP
Financial Management Professionals
Texas
+$3.3M
2
Morgan Stanley
Morgan Stanley
New York
+$2.53M
3
Bank of America
Bank of America
North Carolina
+$2.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$717K

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$1.44M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.25M
3
Wells Fargo
Wells Fargo
California
-$1.13M
4
Ameriprise
Ameriprise
Minnesota
-$960K
5
SI
Stephens Inc
Arkansas
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$366K +$482K +13,638 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$326K -$7.59K -215 -2%
CI
28
CX Institutional
Indiana
$321K +$191K +5,416 +83%
GWM
29
Geneos Wealth Management
Colorado
$320K -$6.57K -186 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$299K -$5.3K -150 -1%
VNA
31
Valley National Advisers
Pennsylvania
$296K -$2.3K -65 -0.6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$281K -$78K -2,208 -17%
BCM
33
BTR Capital Management
California
$278K +$366K +10,360 New
V
34
Veritable
Delaware
$271K – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$271K +$19.5K +551 +6%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$255K +$336K +9,520 New
AWCI
37
Alpine Woods Capital Investors
New York
$241K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$240K +$86.2K +2,440 +38%
FT
39
Fiduciary Trust
Massachusetts
$236K +$311K +8,815 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$234K +$41.9K +1,185 +16%
NSIM
41
North Star Investment Management
Illinois
$227K -$919 -26 -0.3%
CB
42
Commerce Bank
Missouri
$227K +$4.77K +135 +2%
GWM
43
Greenwich Wealth Management
Connecticut
$214K – – –
EB
44
Eastern Bank
Massachusetts
$201K – – –
BAM
45
Barrett Asset Management
New York
$196K – – –
APA
46
American Portfolios Advisors
New York
$147K -$38.3K -1,085 -17%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
TAM
48
Townsend Asset Management
North Carolina
$96K +$671 +19 +0.5%
NFG
49
Next Financial Group
Texas
$80K -$52.6K -1,488 -33%
SPIA
50
Steward Partners Investment Advisory
New York
$77K – – –
1
2
3 4

PBW Hedge Fund Activity: Q1 2020 in Review

91 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2020, worth a combined $62.7M — down 13% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PBW positions and 10 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $3.3M. The largest seller was John G. Ullman & Associates, exiting entirely with an estimated $1.44M sold.

  • 91 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2020, up from 85 in Q4 2019.
  • Funds reported $62.7M of Invesco WilderHill Clean Energy ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 18 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2020 and 10 closed out, a net change of +8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2020 was Financial Management Professionals, an estimated $3.3M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2020 was John G. Ullman & Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2020.