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Invesco WilderHill Clean Energy ETF
PBW

134 hedge funds and large institutions have $293M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

305% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $608K

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

131% more capital invested

Capital invested by funds: $127M → $293M (+$166M)

40% more funds holding

Funds holding: 96 → 134 (+38)

0.23% more ownership

Funds ownership: 32.71% → 32.94% (+0.23%)

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
19
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$16.2M
2
Goldman Sachs
Goldman Sachs
New York
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$6.24M
4
Bank of America
Bank of America
North Carolina
+$5.45M
5
UBS Group
UBS Group
Switzerland
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.29M
2
SI
Stephens Inc
Arkansas
-$1.06M
3
ZIG
Zurich Insurance Group
Switzerland
-$753K
4
PCM
Pennsylvania Capital Management
Pennsylvania
-$626K
5
NL
NWAM LLC
Washington
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$652K +$30.1K +579 +6%
MA
52
Mutual Advisors
Nebraska
$596K -$60K -1,153 -11%
BCM
53
BTR Capital Management
California
$565K -$55.4K -1,065 -10%
AWCI
54
Alpine Woods Capital Investors
New York
$547K – – –
NSIM
55
North Star Investment Management
Illinois
$531K +$13K +250 +3%
V
56
Veritable
Delaware
$521K – – –
PPW
57
Parcion Private Wealth
Washington
$514K – – –
CB
58
Commerce Bank
Missouri
$498K +$2.96K +57 +0.7%
GWM
59
Geneos Wealth Management
Colorado
$471K -$111K -2,130 -20%
EB
60
Eastern Bank
Massachusetts
$456K – – –
BAM
61
Barrett Asset Management
New York
$445K – – –
JWM
62
JFG Wealth Management
Colorado
$407K -$85.6K -1,645 -20%
KAS
63
Kestra Advisory Services
Texas
$367K +$5.2K +100 New
PA
64
Prism Advisors
California
$353K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$350K +$16.9K +324 +6%
IFG
66
Independent Financial Group
California
$292K -$12K -231 -5%
LFASL
67
Lugano Financial Advisors SA (LFA)
Switzerland
$284K +$260K +5,000 New
EGWAG
68
Elwood & Goetz Wealth Advisory Group
Georgia
$277K -$102K -1,962 -30%
SAM
69
Strategy Asset Managers
California
$276K +$236K +4,538 New
CAN
70
Cetera Advisor Networks
California
$265K +$22.6K +434 +11%
AC
71
Abbrea Capital
California
$265K +$226K +4,353 New
GG
72
Gofen & Glossberg
Illinois
$263K +$225K +4,329 New
FWCM
73
Ferguson Wellman Capital Management
Oregon
$262K +$224K +4,303 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$241K +$83.3K +1,601 +68%
NFG
75
Next Financial Group
Texas
$238K +$204K +3,918 New
1 2
3
4 5

PBW Hedge Fund Activity: Q3 2020 in Review

134 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2020, worth a combined $293M — up 131% from $127M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PBW positions and 6 closed out — a net gain of 38 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.

  • 134 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2020, up from 96 in Q2 2020.
  • Funds reported $293M of Invesco WilderHill Clean Energy ETF stock for Q3 2020, up 131% quarter-over-quarter.
  • 44 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2020 and 6 closed out, a net change of +38 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2020 was Mirae Asset Global Investments, an estimated $16.2M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2020 was Jane Street, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2020.