Invesco WilderHill Clean Energy ETF
PBW
85 hedge funds and large institutions have $15.9M invested in Invesco WilderHill Clean Energy ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
24% more capital invested
Capital invested by funds: $12.8M → $15.9M (+$3.08M)
4% more funds holding
Funds holding: 82 → 85 (+3)
0.15% more ownership
Funds ownership: 2.6% → 2.76% (+0.15%)
23% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 22
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $47K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
+$862K |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$500K |
| 3 |
LPL Financial
San Diego,
California
|
+$319K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$309K |
| 5 |
Goldman Sachs
New York
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$724K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$470K |
| 3 |
Jane Street
New York
|
-$142K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$136K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$135K |
PBW Hedge Fund Activity: Q4 2015 in Review
85 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2015, worth a combined $15.9M — up 24% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PBW positions and 11 closed out — a net gain of 4 holders — while 17 added to existing stakes and 22 trimmed.
The largest buyer was Spinnaker Trust, opening a new position worth an estimated $862K. The largest seller was Bank of America, cutting an estimated $724K.
- 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2015, up from 82 in Q3 2015.
- Funds reported $15.9M of Invesco WilderHill Clean Energy ETF stock for Q4 2015, up 24% quarter-over-quarter.
- 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2015 and 11 closed out, a net change of +4 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2015 was Spinnaker Trust, an estimated $862K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2015 was Bank of America, an estimated $724K sold.
Based on aggregated 13F filings for Q4 2015.