Invesco WilderHill Clean Energy ETF
PBW
72 hedge funds and large institutions have $19.9M invested in Invesco WilderHill Clean Energy ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 14 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
2% more capital invested
Capital invested by funds: $19.5M → $19.9M (+$384K)
0.06% more ownership
Funds ownership: 3.82% → 3.88% (+0.06%)
4% less funds holding
Funds holding: 75 → 72 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
V
76
Veritable
Wilmington,
Delaware
| – | -$74K | -3,413 | Closed |
|
|
MWP
77
Moller Wealth Partners
| – | -$48K | -2,225 | Closed |
|
|
EWM
78
Evercore Wealth Management
New York
| – | -$15K | -700 | Closed |
|
|
AIP
79
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$5K | -232 | Closed |
|
80
JP Morgan Chase
New York
| – | -$4K | -200 | Closed |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| – | -$1K | -68 | Closed |
|
82
Creative Planning
Overland Park,
Kansas
| – | -$1K | -59 | Closed |
|
PBW Hedge Fund Activity: Q3 2017 in Review
72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2017, worth a combined $19.9M — up 2% from $19.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PBW and 11 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 17 added.
The largest buyer was High Falls Advisors, opening a new position worth an estimated $450K. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $777K sold.
- 72 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2017, down from 75 in Q2 2017.
- Funds reported $19.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2017, up 2% quarter-over-quarter.
- 11 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2017 and 14 closed out, a net change of -3 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2017 was High Falls Advisors, an estimated $450K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2017 was Psagot Value Holdings, an estimated $777K sold.
Based on aggregated 13F filings for Q3 2017.