We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

108% more capital invested

Capital invested by funds: $27.8M → $57.6M (+$29.9M)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11.51% more ownership

Funds ownership: 22.4% → 33.91% (+12%)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
7
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$6.38M
2
FMP
Financial Management Professionals
Texas
+$3.35M
3
SI
Stephens Inc
Arkansas
+$2.52M
4
Morgan Stanley
Morgan Stanley
New York
+$2.1M
5
UBS Group
UBS Group
Switzerland
+$2.06M

Top Sellers

1
Jane Street
Jane Street
New York
-$736K
2
FGAM
Financial Gravity Asset Management
Texas
-$629K
3
NCM
Niemann Capital Management
Nevada
-$555K
4
ZIG
Zurich Insurance Group
Switzerland
-$228K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
51
Central Trust Company
Missouri
$45K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$45K – – –
Citigroup
53
Citigroup
New York
$24K +$12.4K +441 +124%
CFA
54
Carroll Financial Associates
North Carolina
$23K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$18K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$15K +$1.07K +38 +8%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$14K +$5.76K +204 +80%
RFM
58
Royal Fund Management
Florida
$10K – – –
SBL
59
Sargent Bickham Lagudis
Colorado
$10K – – –
JPLA
60
Joseph P. Lucia & Associates
New York
$10K +$9.6K +340 New
ASN
61
Advisory Services Network
Georgia
$8K +$28 +1 +0.4%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$7K +$6.78K +240 New
PGAM
63
Princeton Global Asset Management
New Jersey
$7K +$7.06K +250 New
AIP
64
Ameritas Investment Partners
Nebraska
$6K – – –
CWA
65
Clarus Wealth Advisors
Arizona
$6K – – –
CHC
66
City Holding Co
West Virginia
$6K +$2.82K +100 +100%
GSC
67
G&S Capital
Colorado
$6K +$5.65K +200 New
AF
68
Allworth Financial
California
$4K – – –
PCFFS
69
Pacific Center for Financial Services
California
$4K – – –
BWM
70
BerganKDV Wealth Management
Minnesota
$3K – – –
TC
71
Truvestments Capital
Florida
$3K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
AF
73
Advisornet Financial
Minnesota
$2K +$2.31K +82 New
FWM
74
Focused Wealth Management
New York
$1K – – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
1 2
3
4

PBW Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2019, worth a combined $57.6M — up 108% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 14 closed out — a net gain of 8 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.38M. The largest seller was Jane Street, cutting an estimated $736K.

  • 79 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $57.6M of Invesco WilderHill Clean Energy ETF stock for Q2 2019, up 108% quarter-over-quarter.
  • 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2019 and 14 closed out, a net change of +8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2019 was HighTower Advisors, an estimated $6.38M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2019 was Jane Street, an estimated $736K sold.

Based on aggregated 13F filings for Q2 2019.