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Invesco WilderHill Clean Energy ETF

75 hedge funds and large institutions have $19.5M invested in Invesco WilderHill Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $18.8M → $19.5M (+$696K)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.36% less ownership

Funds ownership: 4.18%3.82% (-0.36%)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$10K
AG
52
Advisor Group
Arizona
$7K +$747 +36 +10%
IA
53
IFP Advisors
Florida
$6K -$15K -724 -71%
AIP
54
Ameritas Investment Partners
Nebraska
$5K
JP Morgan Chase
55
JP Morgan Chase
New York
$4K +$4.15K +200 New
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$4.15K +200 New
AF
57
Allworth Financial
California
$3K
PCFFS
58
Pacific Center for Financial Services
California
$3K
TCM
59
Tradewinds Capital Management
Washington
$3K
ASN
60
Advisory Services Network
Georgia
$2K
First Manhattan
61
First Manhattan
New York
$2K
PSC
62
Prentiss Smith & Co
Vermont
$2K
RFA
63
Reilly Financial Advisors
California
$2K
Creative Planning
64
Creative Planning
Kansas
$1K -$91.1K -4,388 -99%
FMP
65
Financial Management Professionals
Texas
$1K
FWM
66
Focused Wealth Management
New York
$1K
SPIA
67
Steward Partners Investment Advisory
New York
$1K
VIA
68
Vantage Investment Advisors
Pennsylvania
$1K
WT
69
Whittier Trust
California
$1K
WA
70
Winfield Associates
Ohio
$1K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1K +$872 +42 New
SG Americas Securities
72
SG Americas Securities
New York
-$208K -10,390 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$50K -2,476 Closed
WEC
74
Winslow Evans & Crocker
Massachusetts
-$3.7K -185 Closed
AA
75
Apriem Advisors
California
-$2K -100 Closed

PBW Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2017, worth a combined $19.5M — up 3.7% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBW positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $520K. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.

  • 75 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2017, up from 72 in Q1 2017.
  • Funds reported $19.5M of Invesco WilderHill Clean Energy ETF stock for Q2 2017, up 3.7% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2017 was Bank of America, an estimated $520K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2017.