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Invesco WilderHill Clean Energy ETF

83 hedge funds and large institutions have $18.7M invested in Invesco WilderHill Clean Energy ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $17.4M → $18.7M (+$1.27M)

0.58% more ownership

Funds ownership: 3.83%4.41% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 8883 (-5)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
19
Closed
14
Calls
$38K
Puts
Net Calls
+$38K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$19K +$15.3K +821 +411%
MFS
52
MSI Financial Services
Massachusetts
$15K -$429 -23 -3%
Creative Planning
53
Creative Planning
Kansas
$15K +$12.6K +676 +563%
EWM
54
Evercore Wealth Management
New York
$13K
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$12K
Citigroup
56
Citigroup
New York
$11K -$1.47K -79 -11%
NFG
57
Next Financial Group
Texas
$11K
AG
58
Advisor Group
Arizona
$6K
WCM
59
Wealthcare Capital Management
Virginia
$5K
PCFFS
60
Pacific Center for Financial Services
California
$5K +$5.39K +289 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$4.03K
AIP
62
Ameritas Investment Partners
Nebraska
$4K
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$4K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$3.73K +200 New
AF
65
Allworth Financial
California
$3K
AA
66
Apriem Advisors
California
$2K
Bessemer Group
67
Bessemer Group
New Jersey
$2K
PSC
68
Prentiss Smith & Co
Vermont
$2K
TCM
69
Tradewinds Capital Management
Washington
$2K
AA
70
AlphaMark Advisors
Kentucky
$2K +$1.58K +85 New
BWP
71
Baldwin Wealth Partners
Massachusetts
$1K
FMP
72
Financial Management Professionals
Texas
$1K
First Manhattan
73
First Manhattan
New York
$1K
FWM
74
Focused Wealth Management
New York
$1K
RFA
75
Reilly Financial Advisors
California
$1K

PBW Hedge Fund Activity: Q4 2016 in Review

83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2016, worth a combined $18.7M — up 7.3% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PBW and 11 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, adding an estimated $1.93M. The largest seller was Goldman Sachs, cutting an estimated $483K.

  • 83 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2016, down from 88 in Q3 2016.
  • Funds reported $18.7M of Invesco WilderHill Clean Energy ETF stock for Q4 2016, up 7.3% quarter-over-quarter.
  • 11 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2016 and 14 closed out, a net change of -3 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2016 was Citadel Advisors, an estimated $1.93M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2016 was Goldman Sachs, an estimated $483K sold.

Based on aggregated 13F filings for Q4 2016.