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Invesco WilderHill Clean Energy ETF
PBW

134 hedge funds and large institutions have $293M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

305% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $608K

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

131% more capital invested

Capital invested by funds: $127M → $293M (+$166M)

40% more funds holding

Funds holding: 96 → 134 (+38)

0.23% more ownership

Funds ownership: 32.71% → 32.94% (+0.23%)

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
19
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$16.2M
2
Goldman Sachs
Goldman Sachs
New York
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$6.24M
4
Bank of America
Bank of America
North Carolina
+$5.45M
5
UBS Group
UBS Group
Switzerland
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.29M
2
SI
Stephens Inc
Arkansas
-$1.06M
3
ZIG
Zurich Insurance Group
Switzerland
-$753K
4
PCM
Pennsylvania Capital Management
Pennsylvania
-$626K
5
NL
NWAM LLC
Washington
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$2.5M +$755K +14,518 +54%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.5M +$666K +12,802 +45%
SWM
28
Strategic Wealth Management
Washington
$2.28M +$1.95M +37,560 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.17M +$1.86M +35,793 New
BCM
30
Brookstone Capital Management
Illinois
$2.06M +$1.76M +33,874 New
AWM
31
AE Wealth Management
Kansas
$1.85M +$185K +3,558 +13%
SS
32
Simplicity Solutions
Minnesota
$1.79M +$189K +3,634 +14%
EWA
33
EP Wealth Advisors
California
$1.75M +$41.9K +805 +3%
Ameriprise
34
Ameriprise
Minnesota
$1.72M +$1.16M +22,231 +364%
GWM
35
Greenwich Wealth Management
Connecticut
$1.52M -$297K -5,718 -19%
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.4M +$1.2M +23,000 New
CCM
37
Covington Capital Management
California
$1.06M – – –
Renaissance Technologies
38
Renaissance Technologies
New York
$1.03M +$884K +17,000 New
FT
39
Fiduciary Trust
Massachusetts
$1.02M +$333K +6,405 +61%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$990K +$264K +5,077 +45%
SMC
41
Smith, Moore & Co
Missouri
$949K +$812K +15,617 New
PP
42
Professional Planning
California
$948K +$10.1K +194 +1%
WP
43
WMS Partners
Maryland
$912K -$260K -5,000 -25%
VNA
44
Valley National Advisers
Pennsylvania
$856K +$125K +2,411 +21%
CI
45
CX Institutional
Indiana
$855K -$9.1K -175 -1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$830K +$148K +2,849 +26%
FEM
47
Fulcrum Equity Management
Texas
$821K +$703K +13,513 New
PAG
48
Private Advisor Group
New Jersey
$724K +$187K +3,590 +43%
BRWA
49
B. Riley Wealth Advisors
Florida
$722K -$46.9K -902 -7%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$722K +$36.4K +700 +6%
1
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3 4 5

PBW Hedge Fund Activity: Q3 2020 in Review

134 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2020, worth a combined $293M — up 131% from $127M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PBW positions and 6 closed out — a net gain of 38 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.

  • 134 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2020, up from 96 in Q2 2020.
  • Funds reported $293M of Invesco WilderHill Clean Energy ETF stock for Q3 2020, up 131% quarter-over-quarter.
  • 44 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2020 and 6 closed out, a net change of +38 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2020 was Mirae Asset Global Investments, an estimated $16.2M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2020 was Jane Street, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2020.