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Invesco WilderHill Clean Energy ETF

73 hedge funds and large institutions have $27.8M invested in Invesco WilderHill Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $19.2M → $27.8M (+$8.57M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

18% more funds holding

Funds holding: 6273 (+11)

2.49% more ownership

Funds ownership: 19.91%22.4% (+2.5%)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$6K
CWA
52
Clarus Wealth Advisors
Arizona
$6K
AF
53
Allworth Financial
California
$4K
KL
54
KWMG LLC
Kansas
$4K
BWM
55
BerganKDV Wealth Management
Minnesota
$3K
CHC
56
City Holding Co
West Virginia
$3K
PCFFS
57
Pacific Center for Financial Services
California
$3K
TC
58
Truvestments Capital
Florida
$3K +$2.63K +102 New
CYG
59
Clean Yield Group
Vermont
$2K
FMP
60
Financial Management Professionals
Texas
$2K
First Manhattan
61
First Manhattan
New York
$2K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2K
IA
63
IFP Advisors
Florida
$1K -$1.03K -40 -50%
GWM
64
Geneos Wealth Management
Colorado
$1K -$516 -20 -34%
FWM
65
Focused Wealth Management
New York
$1K
NFG
66
Next Financial Group
Texas
$1K
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RFC
68
Regions Financial Corp
Alabama
$1K
SWM
69
SeaCrest Wealth Management
New York
$1K
NFH
70
NEXT Financial Holdings
Texas
$1K +$516 +20 New
GT
71
Glenmede Trust
Pennsylvania
$45 -$1.03K -40 -2%
EB
72
Eastern Bank
Massachusetts
-$596K -27,850 Closed
FTIOP
73
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$634K -19,743 Closed
BBA
74
Braun-Bostich & Associates
Pennsylvania
-$9K -405 Closed
CIM
75
Contravisory Investment Management
Massachusetts
-$7K -334 Closed

PBW Hedge Fund Activity: Q1 2019 in Review

73 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2019, worth a combined $27.8M — up 45% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBW positions and 6 closed out — a net gain of 11 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.33M. The largest seller was Wells Fargo, cutting an estimated $1.41M.

  • 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2019, up from 62 in Q4 2018.
  • Funds reported $27.8M of Invesco WilderHill Clean Energy ETF stock for Q1 2019, up 45% quarter-over-quarter.
  • 17 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2019 and 6 closed out, a net change of +11 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2019 was Jane Street, an estimated $1.33M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2019 was Wells Fargo, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2019.