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Invesco WilderHill Clean Energy ETF
PBW

215 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,833% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 3

305% more capital invested

Capital invested by funds: $293M → $1.18B (+$891M)

137% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 27

99% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $6.22M

60% more funds holding

Funds holding: 134 → 215 (+81)

12.06% more ownership

Funds ownership: 32.94% → 45% (+12%)

Holders
215
Holders Change
+81
Holders Change %
+60.45%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
64
Reduced
27
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$361M
2
MCM
Mainstay Capital Management
Michigan
+$26.7M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$22M
5
Bank of America
Bank of America
North Carolina
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$20M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.62M
4
HT
HAP Trading
New York
-$3.59M
5
FMP
Financial Management Professionals
Texas
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
51
Fiduciary Trust
Massachusetts
$2.25M +$397K +4,900 +29%
Simplex Trading
52
Simplex Trading
Illinois
$2.06M +$1.43M +17,654 +768%
PP
53
Professional Planning
California
$2.03M +$326K +4,025 +26%
VNA
54
Valley National Advisers
Pennsylvania
$2.03M +$449K +5,542 +39%
CS
55
Credit Suisse
Switzerland
$1.98M +$1.55M +19,141 New
CCM
56
Covington Capital Management
California
$1.81M – – –
EDRH
57
Edmond de Rothschild Holding
Switzerland
$1.7M +$1.33M +16,458 New
Renaissance Technologies
58
Renaissance Technologies
New York
$1.64M -$89.1K -1,100 -6%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.63M +$1.28M +15,766 New
SIG
60
Sargent Investment Group
Maryland
$1.62M +$1.27M +15,698 New
BRWA
61
B. Riley Wealth Advisors
Florida
$1.61M +$302K +3,726 +31%
CF
62
Centaurus Financial
California
$1.57M +$1.23M +15,229 New
WP
63
WMS Partners
Maryland
$1.55M – – –
PAG
64
Private Advisor Group
New Jersey
$1.51M +$217K +2,673 +22%
SMC
65
Smith, Moore & Co
Missouri
$1.38M -$184K -2,273 -15%
RCS
66
Retirement Capital Strategies
California
$1.35M +$1.06M +13,084 New
FEM
67
Fulcrum Equity Management
Texas
$1.34M -$41.5K -512 -4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.32M +$162K +2,001 +19%
RIS
69
Retirement Income Solutions
Michigan
$1.29M +$1.01M +12,519 New
Neuberger Berman Group
70
Neuberger Berman Group
New York
$1.22M -$4.86K -60 -0.5%
SIM
71
Seaview Investment Managers
Florida
$1.19M +$716K +8,844 +329%
NL
72
NWAM LLC
Washington
$1.16M +$912K +11,253 New
WANY
73
Wealthspire Advisors (New York)
New York
$1.07M +$835K +10,307 New
HSBC Holdings
74
HSBC Holdings
United Kingdom
$1.04M +$817K +10,085 New
SFBLI
75
Southern Farm Bureau Life Insurance
Mississippi
$1.03M +$810K +10,000 New
1 2
3
4 5

PBW Hedge Fund Activity: Q4 2020 in Review

215 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2020, worth a combined $1.18B — up 305% from $293M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PBW positions and 3 closed out — a net gain of 85 holders — while 64 added to existing stakes and 27 trimmed.

The largest buyer was Citigroup, adding an estimated $361M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 215 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $1.18B of Invesco WilderHill Clean Energy ETF stock for Q4 2020, up 305% quarter-over-quarter.
  • 88 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2020 and 3 closed out, a net change of +85 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2020 was Citigroup, an estimated $361M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2020 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.