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Invesco WilderHill Clean Energy ETF
PBW

215 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,833% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 3

305% more capital invested

Capital invested by funds: $293M → $1.18B (+$891M)

137% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 27

99% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $6.22M

60% more funds holding

Funds holding: 134 → 215 (+81)

12.06% more ownership

Funds ownership: 32.94% → 45% (+12%)

Holders
215
Holders Change
+81
Holders Change %
+60.45%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
64
Reduced
27
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$361M
2
MCM
Mainstay Capital Management
Michigan
+$26.7M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$22M
5
Bank of America
Bank of America
North Carolina
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$20M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.62M
4
HT
HAP Trading
New York
-$3.59M
5
FMP
Financial Management Professionals
Texas
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
Evolution Wealth Advisors
Florida
$7.39M +$97.6K +1,205 +2%
Stifel Financial
27
Stifel Financial
Missouri
$7.15M +$1.32M +16,288 +31%
Goldman Sachs
28
Goldman Sachs
New York
$7.14M -$20M -247,056 -78%
SAM
29
Scopus Asset Management
New York
$6.92M +$5.43M +66,977 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.59M +$1.12M +13,860 +28%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$6.17M +$3.51M +43,336 +266%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.72M +$4.38M +54,069 +4,195%
JIR
33
James Investment Research
Ohio
$4.82M +$3.76M +46,438 +35,998%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.77M +$2.63M +32,446 +237%
TFF
35
The Family Firm
Maryland
$4.59M -$242K -2,991 -7%
BCM
36
Brookstone Capital Management
Illinois
$4.56M +$827K +10,208 +30%
FI
37
FormulaFolio Investments
Michigan
$4.3M +$3.37M +41,618 New
MA
38
Mutual Advisors
Nebraska
$4.24M +$2.53M +31,168 +318%
FMP
39
Financial Management Professionals
Texas
$4.18M -$3.38M -41,668 -51%
SWM
40
Strategic Wealth Management
Washington
$4.04M +$119K +1,468 +4%
SI
41
Stephens Inc
Arkansas
$3.8M -$1.58M -19,483 -35%
FTUS
42
Flow Traders U.S.
New York
$3.63M +$2.84M +35,082 New
Allianz Asset Management
43
Allianz Asset Management
Germany
$3.1M +$567K +7,000 +30%
EWA
44
EP Wealth Advisors
California
$2.95M -$18.2K -225 -0.8%
AWM
45
AE Wealth Management
Kansas
$2.89M -$199K -2,455 -8%
GWM
46
Greenwich Wealth Management
Connecticut
$2.73M +$103K +1,274 +5%
SS
47
Simplicity Solutions
Minnesota
$2.7M -$272K -3,358 -11%
ACM
48
Avalon Capital Management
California
$2.44M +$1.91M +23,554 New
D
49
Diversified
Delaware
$2.37M +$3.15M +38,907 New
CWM
50
Cornerstone Wealth Management
Missouri
$2.34M +$1.84M +22,665 New
1
2
3 4 5

PBW Hedge Fund Activity: Q4 2020 in Review

215 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2020, worth a combined $1.18B — up 305% from $293M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PBW positions and 3 closed out — a net gain of 85 holders — while 64 added to existing stakes and 27 trimmed.

The largest buyer was Citigroup, adding an estimated $361M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 215 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $1.18B of Invesco WilderHill Clean Energy ETF stock for Q4 2020, up 305% quarter-over-quarter.
  • 88 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2020 and 3 closed out, a net change of +85 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2020 was Citigroup, an estimated $361M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2020 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.