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Invesco WilderHill Clean Energy ETF
PBW

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $58.1M → $72.3M (+$14.2M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more funds holding

Funds holding: 73 → 85 (+12)

1.32% less ownership

Funds ownership: 32.29% → 30.97% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $277K

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
TFF
The Family Firm
Maryland
+$1.15M
3
Truist Financial
Truist Financial
North Carolina
+$985K
4
Ameriprise
Ameriprise
Minnesota
+$864K
5
Citadel Advisors
Citadel Advisors
Florida
+$631K

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$3.62M
2
HFA
High Falls Advisors
New York
-$810K
3
CA
Calton & Associates
Florida
-$337K
4
RJA
Raymond James & Associates
Florida
-$203K
5
AWCI
Alpine Woods Capital Investors
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Advisory Alpha
Michigan
$83.4K -$23.2K -760 -25%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$81K – – –
HPC
53
HM Payson & Co
Maine
$66K – – –
GT
54
Glenmede Trust
Pennsylvania
$58K – – –
CTC
55
Central Trust Company
Missouri
$51K – – –
WCM
56
Wealthcare Capital Management
Virginia
$46K +$2.17K +71 +6%
CFA
57
Carroll Financial Associates
North Carolina
$27K – – –
Citigroup
58
Citigroup
New York
$27K +$31 +1 +0.1%
FHA
59
Flagship Harbor Advisors
Massachusetts
$19K +$122 +4 +0.7%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
CWA
61
Carolina Wealth Advisors
South Carolina
$14K +$12.4K +405 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K +$11.6K +380 New
RFM
63
Royal Fund Management
Florida
$12K – – –
SBL
64
Sargent Bickham Lagudis
Colorado
$11K – – –
LWA
65
LWS Wealth Advisors
New Jersey
$11K +$9.78K +320 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$9K +$8.25K +270 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$8K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$7K – – –
CHC
69
City Holding Co
West Virginia
$7K – – –
GSC
70
G&S Capital
Colorado
$6K – – –
AF
71
Allworth Financial
California
$6K +$611 +20 +14%
CFFP
72
Center for Financial Planning
Michigan
$5K +$4.89K +160 New
ASN
73
Advisory Services Network
Georgia
$4K -$4.71K -154 -56%
LWA
74
Lenox Wealth Advisors
New York
$4K +$3.33K +109 New
BWM
75
BerganKDV Wealth Management
Minnesota
$3K – – –
1 2
3
4

PBW Hedge Fund Activity: Q4 2019 in Review

85 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2019, worth a combined $72.3M — up 24% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PBW positions and 7 closed out — a net gain of 13 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Financial Management Professionals, cutting an estimated $3.62M.

  • 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $72.3M of Invesco WilderHill Clean Energy ETF stock for Q4 2019, up 24% quarter-over-quarter.
  • 20 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2019 and 7 closed out, a net change of +13 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2019 was Financial Management Professionals, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.