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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $19.2M invested in Invesco WilderHill Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 18.87% → 19.91% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

8% less capital invested

Capital invested by funds: $20.9M → $19.2M (-$1.7M)

11% less funds holding

Funds holding: 70 → 62 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$458K
2
Bank of America
Bank of America
North Carolina
+$354K
3
AWCI
Alpine Woods Capital Investors
New York
+$325K
4
PP
Professional Planning
California
+$259K
5
Citadel Advisors
Citadel Advisors
Florida
+$192K

Top Sellers

Rank Fund Capital Flow
1
G
GenTrust
Florida
-$334K
2
Jane Street
Jane Street
New York
-$316K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$202K
4
NSIM
North Star Investment Management
Illinois
-$140K
5
SPIA
Steward Partners Investment Advisory
New York
-$72K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
51
Financial Management Professionals
Texas
$1K – – –
FWM
52
Focused Wealth Management
New York
$1K – – –
GWM
53
Geneos Wealth Management
Colorado
$1K – – –
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CA
55
Claro Advisors
Massachusetts
$1K +$1.07K +46 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.3K +56 New
GT
57
Glenmede Trust
Pennsylvania
$37 +$40.4K +1,741 New
G
58
GenTrust
Florida
– -$334K -13,505 Closed
Jane Street
59
Jane Street
New York
– -$316K -12,742 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$202K -8,157 Closed
SPIA
61
Steward Partners Investment Advisory
New York
– -$72K -2,900 Closed
PMFA
62
Plante Moran Financial Advisors
Michigan
– -$17K -700 Closed
APP
63
Avantax Planning Partners
Iowa
– -$6K -250 Closed
AOWM
64
Alpha Omega Wealth Management
Virginia
– -$5K -200 Closed
JFA
65
JNBA Financial Advisors
Minnesota
– -$5K -200 Closed
SWP
66
Stratos Wealth Partners
Ohio
– -$4K -168 Closed
NFG
67
Next Financial Group
Texas
– -$2.78K -120 -86%
PSC
68
Prentiss Smith & Co
Vermont
– -$2K -100 Closed
EA
69
Elm Advisors
California
– -$2K -95 Closed
JP Morgan Chase
70
JP Morgan Chase
New York
– -$2K -64 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– +$23 +1 New
1 2
3

PBW Hedge Fund Activity: Q4 2018 in Review

62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2018, worth a combined $19.2M — down 8.1% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PBW and 8 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $458K. The largest seller was GenTrust, exiting entirely with an estimated $334K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2018, down from 70 in Q3 2018.
  • Funds reported $19.2M of Invesco WilderHill Clean Energy ETF stock for Q4 2018, down 8.1% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2018 and 14 closed out, a net change of -6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2018 was Fiduciary Trust International of Pennsylvania, an estimated $458K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2018 was GenTrust, an estimated $334K sold.

Based on aggregated 13F filings for Q4 2018.