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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $21.6M invested in Invesco WilderHill Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.15% more ownership

Funds ownership: 3.88% → 19.03% (+15%)

9% more capital invested

Capital invested by funds: $19.9M → $21.6M (+$1.73M)

14% less funds holding

Funds holding: 72 → 62 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$1.15M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$682K
3
AP
Advisors Preferred
Maryland
+$400K
4
BAM
Barrett Asset Management
New York
+$180K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$176K

Top Sellers

Rank Fund Capital Flow
1
TFF
The Family Firm
Maryland
-$979K
2
CG
Colony Group
Massachusetts
-$170K
3
SC
Scotia Capital
Ontario, Canada
-$156K
4
BCM
BTR Capital Management
California
-$138K
5
G
GenTrust
Florida
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
51
First Manhattan
New York
$2K – – –
LC
52
Landaas & Company
Wisconsin
$2K – – –
WA
53
Winfield Associates
Ohio
$2K – – –
TCM
54
Tradewinds Capital Management
Washington
$1K -$1.5K -61 -51%
FWM
55
Focused Wealth Management
New York
$1K -$25 -1 -3%
VIA
56
Vantage Investment Advisors
Pennsylvania
$1K -$25 -1 -2%
FMP
57
Financial Management Professionals
Texas
$1K – – –
WT
58
Whittier Trust
California
$1K – – –
SWM
59
SeaCrest Wealth Management
New York
$1K +$492 +20 New
TFF
60
The Family Firm
Maryland
– -$979K -41,676 Closed
CG
61
Colony Group
Massachusetts
– -$170K -7,244 Closed
SC
62
Scotia Capital
Ontario, Canada
– -$156K -6,645 Closed
BCM
63
BTR Capital Management
California
– -$138K -5,860 Closed
G
64
GenTrust
Florida
– -$127K -5,400 Closed
GWM
65
Greenwich Wealth Management
Connecticut
– -$125K -5,299 Closed
FT
66
Fiduciary Trust
Massachusetts
– -$121K -5,171 Closed
OWD
67
Osborn Williams & Donohoe
Ohio
– -$113K -4,800 Closed
RJFSA
68
Raymond James Financial Services Advisors
Florida
– -$113K -4,788 Closed
CB
69
Commerce Bank
Missouri
– -$100K -4,261 Closed
Axa
70
Axa
France
– -$99K -4,202 Closed
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
– -$90K -3,842 Closed
Ameriprise
72
Ameriprise
Minnesota
– -$88K -3,729 Closed
TCM
73
Telos Capital Management
California
– -$78K -3,325 Closed
Stifel Financial
74
Stifel Financial
Missouri
– -$74K -3,152 Closed
COI
75
Connable Office Inc
Michigan
– -$74K -3,138 Closed
1 2
3
4

PBW Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2017, worth a combined $21.6M — up 8.7% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PBW and 16 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $1.15M. The largest seller was The Family Firm, exiting entirely with an estimated $979K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2017, down from 72 in Q3 2017.
  • Funds reported $21.6M of Invesco WilderHill Clean Energy ETF stock for Q4 2017, up 8.7% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2017 and 25 closed out, a net change of -9 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2017 was Psagot Value Holdings, an estimated $1.15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2017 was The Family Firm, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2017.