Invesco WilderHill Clean Energy ETF
PBW
86 hedge funds and large institutions have $37.1M invested in Invesco WilderHill Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
21% more capital invested
Capital invested by funds: $30.8M → $37.1M (+$6.32M)
9% more funds holding
Funds holding: 79 → 86 (+7)
0.52% more ownership
Funds ownership: 2.97% → 3.5% (+0.52%)
23% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 22
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$4.12M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
+$1.83M |
| 3 |
SG Americas Securities
New York
|
+$1.5M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$664K |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.26M |
| 2 |
KFS
KMS Financial Services
Seattle,
Washington
|
-$733K |
| 3 |
LPL Financial
San Diego,
California
|
-$729K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$553K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$363K |
PBW Hedge Fund Activity: Q4 2013 in Review
86 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2013, worth a combined $37.1M — up 21% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PBW positions and 13 closed out — a net gain of 9 holders — while 17 added to existing stakes and 22 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.12M. The largest seller was Credit Suisse, exiting entirely with an estimated $1.26M sold.
- 86 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2013, up from 79 in Q3 2013.
- Funds reported $37.1M of Invesco WilderHill Clean Energy ETF stock for Q4 2013, up 21% quarter-over-quarter.
- 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2013 and 13 closed out, a net change of +9 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2013 was Goldman Sachs, an estimated $4.12M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2013 was Credit Suisse, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2013.