We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF

83 hedge funds and large institutions have $18.2M invested in Invesco WilderHill Clean Energy ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $15.9M → $18.2M (+$2.36M)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.88% more ownership

Funds ownership: 2.76%3.64% (+0.88%)

2% less funds holding

Funds holding: 8583 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change

PBW Hedge Fund Activity: Q1 2016 in Review

83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2016, worth a combined $18.2M — up 15% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBW and 9 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Zurich Insurance Group, opening a new position worth an estimated $4.52M. The largest seller was Edmond de Rothschild Asset Management (Luxembourg), cutting an estimated $208K.

  • 83 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2016, down from 85 in Q4 2015.
  • Funds reported $18.2M of Invesco WilderHill Clean Energy ETF stock for Q1 2016, up 15% quarter-over-quarter.
  • 9 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2016 and 11 closed out, a net change of -2 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2016 was Zurich Insurance Group, an estimated $4.52M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2016 was Edmond de Rothschild Asset Management (Luxembourg), an estimated $208K sold.

Based on aggregated 13F filings for Q1 2016.