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Invesco WilderHill Clean Energy ETF
PBW

96 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $62.7M → $127M (+$64.1M)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

5% more funds holding

Funds holding: 91 → 96 (+5)

2.06% more ownership

Funds ownership: 30.65% → 32.71% (+2.1%)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
20
Closed
15
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$815K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.8M
2
Bank of America
Bank of America
North Carolina
+$2.28M
3
Stifel Financial
Stifel Financial
Missouri
+$1.17M
4
Jane Street
Jane Street
New York
+$1.06M
5
LPL Financial
LPL Financial
California
+$957K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.05M
2
Goldman Sachs
Goldman Sachs
New York
-$819K
3
PP
Professional Planning
California
-$715K
4
ZIG
Zurich Insurance Group
Switzerland
-$664K
5
HFA
High Falls Advisors
New York
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
51
Elwood & Goetz Wealth Advisory Group
Georgia
$265K +$217K +6,517 New
Ameriprise
52
Ameriprise
Minnesota
$248K +$203K +6,100 New
PA
53
Prism Advisors
California
$236K +$193K +5,805 New
Citadel Advisors
54
Citadel Advisors
Florida
$235K -$406K -12,187 -68%
WEC
55
Winslow Evans & Crocker
Massachusetts
$221K +$181K +5,441 New
IFG
56
Independent Financial Group
California
$204K +$168K +5,030 New
CAN
57
Cetera Advisor Networks
California
$160K +$131K +3,927 New
TAM
58
Townsend Asset Management
North Carolina
$147K +$533 +16 +0.4%
SPIA
59
Steward Partners Investment Advisory
New York
$126K +$6.66K +200 +7%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
APA
61
American Portfolios Advisors
New York
$101K -$99.9K -2,999 -55%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$96K – – –
Simplex Trading
63
Simplex Trading
Illinois
$85K +$35.8K +1,074 +105%
CTC
64
Central Trust Company
Missouri
$83K -$16.7K -500 -20%
CFA
65
Carroll Financial Associates
North Carolina
$80K – – –
HPC
66
HM Payson & Co
Maine
$79K – – –
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$75K -$10.4K -312 -14%
HR
68
Howe & Rusling
New York
$73K +$30.3K +910 +104%
SFS
69
Sowell Financial Services
Arkansas
$69K +$56.7K +1,704 New
SNT
70
Security National Trust
West Virginia
$51K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$44K +$11K +331 +45%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.7K – – –
JWA
73
JFS Wealth Advisors
Pennsylvania
$40K +$32.6K +980 New
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$39K -$966 -29 -3%
Citigroup
75
Citigroup
New York
$37K – – –
1 2
3
4 5

PBW Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2020, worth a combined $127M — up 102% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PBW positions and 15 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.05M sold.

  • 96 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2020, up from 91 in Q1 2020.
  • Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q2 2020, up 102% quarter-over-quarter.
  • 21 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2020 and 15 closed out, a net change of +6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $17.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.