Invesco WilderHill Clean Energy ETF
PBW
72 hedge funds and large institutions have $18.8M invested in Invesco WilderHill Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
1% more capital invested
Capital invested by funds: $18.7M → $18.8M (+$110K)
0.23% less ownership
Funds ownership: 4.41% → 4.18% (-0.23%)
13% less funds holding
Funds holding: 83 → 72 (-11)
83% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 12
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$543K |
| 3 |
Morgan Stanley
New York
|
+$89.1K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$76.3K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$70.5K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.95M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$236K |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$205K |
| 4 |
Jane Street
New York
|
-$204K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HSA
76
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$53K | -2,861 | Closed |
|
|
FNFDCM
77
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| – | -$45K | -2,284 | Closed |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$4K | -200 | Closed |
|
79
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -100 | Closed |
|
|
AA
80
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$2K | -85 | Closed |
|
|
BWP
81
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$1K | -80 | Closed |
|
PBW Hedge Fund Activity: Q1 2017 in Review
72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2017, worth a combined $18.8M — up 0.59% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PBW and 2 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 22 added.
The largest buyer was Bank of America, adding an estimated $1.22M. The largest seller was Citadel Advisors, cutting an estimated $1.95M.
- 72 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2017, down from 83 in Q4 2016.
- Funds reported $18.8M of Invesco WilderHill Clean Energy ETF stock for Q1 2017, up 0.59% quarter-over-quarter.
- 2 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2017 and 12 closed out, a net change of -10 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2017 was Bank of America, an estimated $1.22M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.95M sold.
Based on aggregated 13F filings for Q1 2017.