We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

96 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $62.7M → $127M (+$64.1M)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

5% more funds holding

Funds holding: 91 → 96 (+5)

2.06% more ownership

Funds ownership: 30.65% → 32.71% (+2.1%)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
20
Closed
15
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$815K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.8M
2
Bank of America
Bank of America
North Carolina
+$2.28M
3
Stifel Financial
Stifel Financial
Missouri
+$1.17M
4
Jane Street
Jane Street
New York
+$1.06M
5
LPL Financial
LPL Financial
California
+$957K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.05M
2
Goldman Sachs
Goldman Sachs
New York
-$819K
3
PP
Professional Planning
California
-$715K
4
ZIG
Zurich Insurance Group
Switzerland
-$664K
5
HFA
High Falls Advisors
New York
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Covington Capital Management
California
$711K – – –
PP
27
Professional Planning
California
$626K -$715K -21,476 -58%
PCM
28
Pennsylvania Capital Management
Pennsylvania
$626K +$513K +15,405 New
CI
29
CX Institutional
Indiana
$579K +$75.3K +2,261 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$529K +$143K +4,301 +49%
BRWA
31
B. Riley Wealth Advisors
Florida
$520K -$68.8K -2,067 -14%
VNA
32
Valley National Advisers
Pennsylvania
$474K +$21.7K +652 +6%
NL
33
NWAM LLC
Washington
$469K +$384K +11,546 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$456K +$24.6K +740 +7%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$454K +$999 +30 +0.3%
MA
36
Mutual Advisors
Nebraska
$446K +$365K +10,966 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$439K -$45.3K -1,360 -11%
FT
38
Fiduciary Trust
Massachusetts
$423K +$53.3K +1,600 +18%
BCM
39
BTR Capital Management
California
$421K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$412K +$1.7K +51 +0.5%
GWM
41
Geneos Wealth Management
Colorado
$393K -$50K -1,500 -13%
AWCI
42
Alpine Woods Capital Investors
New York
$366K – – –
PPW
43
Parcion Private Wealth
Washington
$363K +$274K +8,224 New
V
44
Veritable
Delaware
$348K -$51.1K -1,534 -15%
NSIM
45
North Star Investment Management
Illinois
$345K +$167 +5 +0.1%
JWM
46
JFG Wealth Management
Colorado
$339K +$278K +8,340 New
PAG
47
Private Advisor Group
New Jersey
$338K +$277K +8,326 New
CB
48
Commerce Bank
Missouri
$331K -$9.82K -295 -3%
EB
49
Eastern Bank
Massachusetts
$305K – – –
BAM
50
Barrett Asset Management
New York
$297K – – –
1
2
3 4 5

PBW Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2020, worth a combined $127M — up 102% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PBW positions and 15 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.05M sold.

  • 96 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2020, up from 91 in Q1 2020.
  • Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q2 2020, up 102% quarter-over-quarter.
  • 21 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2020 and 15 closed out, a net change of +6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $17.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.