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Invesco WilderHill Clean Energy ETF
PBW

72 hedge funds and large institutions have $19.9M invested in Invesco WilderHill Clean Energy ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $19.5M → $19.9M (+$384K)

0.06% more ownership

Funds ownership: 3.82% → 3.88% (+0.06%)

4% less funds holding

Funds holding: 75 → 72 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFA
High Falls Advisors
New York
+$450K
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$228K
3
Morgan Stanley
Morgan Stanley
New York
+$154K
4
G
GenTrust
Florida
+$120K
5
Bank of America
Bank of America
North Carolina
+$94.7K

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$777K
2
EDRH
Edmond de Rothschild Holding
Switzerland
-$258K
3
ZIG
Zurich Insurance Group
Switzerland
-$239K
4
AP
Advisors Preferred
Maryland
-$169K
5
BAM
Barrett Asset Management
New York
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$7K +$22 +1 +0.3%
CTC
52
Central Trust Company
Missouri
$7K +$6.67K +300 New
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
AF
54
Allworth Financial
California
$3K – – –
PCFFS
55
Pacific Center for Financial Services
California
$3K – – –
TCM
56
Tradewinds Capital Management
Washington
$3K – – –
ASN
57
Advisory Services Network
Georgia
$2K – – –
First Manhattan
58
First Manhattan
New York
$2K – – –
PSC
59
Prentiss Smith & Co
Vermont
$2K – – –
LC
60
Landaas & Company
Wisconsin
$2K +$1.47K +66 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$2K +$1.82K +82 New
IWMA
62
Ironwood Wealth Management (Arizona)
Arizona
$2K +$2.02K +91 New
RFA
63
Reilly Financial Advisors
California
$1K -$756 -34 -47%
FMP
64
Financial Management Professionals
Texas
$1K – – –
FWM
65
Focused Wealth Management
New York
$1K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
WT
67
Whittier Trust
California
$1K – – –
WA
68
Winfield Associates
Ohio
$1K – – –
VIA
69
Vantage Investment Advisors
Pennsylvania
$1K +$22 +1 +2%
PVH
70
Psagot Value Holdings
Israel
– -$777K -35,816 Closed
AP
71
Advisors Preferred
Maryland
– -$169K -7,788 Closed
BAM
72
Barrett Asset Management
New York
– -$159K -7,320 Closed
Jane Street
73
Jane Street
New York
– -$154K -7,115 Closed
Mariner
74
Mariner
Kansas
– -$153K -7,040 Closed
TSS
75
Two Sigma Securities
New York
– -$127K -5,837 Closed
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PBW Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2017, worth a combined $19.9M — up 2% from $19.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PBW and 11 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was High Falls Advisors, opening a new position worth an estimated $450K. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $777K sold.

  • 72 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2017, down from 75 in Q2 2017.
  • Funds reported $19.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2017, up 2% quarter-over-quarter.
  • 11 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2017 and 14 closed out, a net change of -3 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2017 was High Falls Advisors, an estimated $450K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2017 was Psagot Value Holdings, an estimated $777K sold.

Based on aggregated 13F filings for Q3 2017.