Invesco WilderHill Clean Energy ETF
PBW
75 hedge funds and large institutions have $19.5M invested in Invesco WilderHill Clean Energy ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 72 → 75 (+3)
4% more capital invested
Capital invested by funds: $18.8M → $19.5M (+$696K)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
0.36% less ownership
Funds ownership: 4.18% → 3.82% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$520K |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$165K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$162K |
| 4 |
Jane Street
New York
|
+$148K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.14M |
| 2 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$228K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$226K |
| 4 |
SG Americas Securities
New York
|
-$208K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$91.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
76
Clean Yield Group
Norwich,
Vermont
| – | -$1K | -60 | Closed |
|
77
US Bancorp
Minneapolis,
Minnesota
| – | -$934 | -45 | -75% |
|
78
Simplex Trading
Chicago,
Illinois
| – | +$394 | +19 | New |
|
PBW Hedge Fund Activity: Q2 2017 in Review
75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2017, worth a combined $19.5M — up 3.7% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PBW positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $520K. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.
- 75 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2017, up from 72 in Q1 2017.
- Funds reported $19.5M of Invesco WilderHill Clean Energy ETF stock for Q2 2017, up 3.7% quarter-over-quarter.
- 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2017 and 5 closed out, a net change of +3 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2017 was Bank of America, an estimated $520K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2017.