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Invesco WilderHill Clean Energy ETF
PBW

70 hedge funds and large institutions have $20.9M invested in Invesco WilderHill Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more funds holding

Funds holding: 64 → 70 (+6)

7% more capital invested

Capital invested by funds: $19.5M → $20.9M (+$1.44M)

2.16% more ownership

Funds ownership: 16.71% → 18.87% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.23M
2
Wells Fargo
Wells Fargo
California
+$1.73M
3
V
Veritable
Delaware
+$244K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$119K
5
PP
Professional Planning
California
+$87.6K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.09M
2
PVH
Psagot Value Holdings
Israel
-$921K
3
Jane Street
Jane Street
New York
-$565K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$470K
5
Citadel Advisors
Citadel Advisors
Florida
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
KL
51
KWMG LLC
Kansas
$4K – – –
SWP
52
Stratos Wealth Partners
Ohio
$4K +$4.26K +168 New
PCFFS
53
Pacific Center for Financial Services
California
$3K – – –
TC
54
Truvestments Capital
Florida
$3K +$2.59K +102 New
NFG
55
Next Financial Group
Texas
$3K +$3.55K +140 New
BWM
56
BerganKDV Wealth Management
Minnesota
$2K – – –
First Manhattan
57
First Manhattan
New York
$2K – – –
PSC
58
Prentiss Smith & Co
Vermont
$2K – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$2K +$1.62K +64 New
EA
60
Elm Advisors
California
$2K +$2.41K +95 New
CHC
61
City Holding Co
West Virginia
$2K +$2.54K +100 New
GWM
62
Geneos Wealth Management
Colorado
$1K -$4.37K -172 -75%
FMP
63
Financial Management Professionals
Texas
$1K – – –
FWM
64
Focused Wealth Management
New York
$1K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$609 +24 New
Goldman Sachs
66
Goldman Sachs
New York
– -$3.09M -124,000 Closed
AP
67
Advisors Preferred
Maryland
– -$176K -7,052 Closed
PFA
68
Pathway Financial Advisors
Vermont
– -$16K -622 Closed
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
– -$12K -480 Closed
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$5K -200 Closed
LC
71
Landaas & Company
Wisconsin
– -$2K -66 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$2K -60 Closed
TCM
73
Tradewinds Capital Management
Washington
– -$1K -59 Closed
CF
74
Centaurus Financial
California
– -$1K -40 Closed
AssetMark Inc
75
AssetMark Inc
California
– -$178 -7 -88%
1 2
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PBW Hedge Fund Activity: Q3 2018 in Review

70 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2018, worth a combined $20.9M — up 7.4% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PBW positions and 9 closed out — a net gain of 7 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $5.23M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.09M sold.

  • 70 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $20.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2018 and 9 closed out, a net change of +7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2018 was Bank of America, an estimated $5.23M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2018.