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Invesco WilderHill Clean Energy ETF
PBW

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

108% more capital invested

Capital invested by funds: $27.8M → $57.6M (+$29.9M)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11.51% more ownership

Funds ownership: 22.4% → 33.91% (+12%)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
7
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$6.38M
2
FMP
Financial Management Professionals
Texas
+$3.35M
3
SI
Stephens Inc
Arkansas
+$2.52M
4
Morgan Stanley
Morgan Stanley
New York
+$2.1M
5
UBS Group
UBS Group
Switzerland
+$2.06M

Top Sellers

1
Jane Street
Jane Street
New York
-$736K
2
FGAM
Financial Gravity Asset Management
Texas
-$629K
3
NCM
Niemann Capital Management
Nevada
-$555K
4
ZIG
Zurich Insurance Group
Switzerland
-$228K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$50 – – –
FGAM
77
Financial Gravity Asset Management
Texas
– -$629K -23,149 Closed
NCM
78
Niemann Capital Management
Nevada
– -$555K -20,874 Closed
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
– -$211K -7,866 Closed
OWD
80
Osborn Williams & Donohoe
Ohio
– -$134K -4,800 Closed
AA
81
Advisory Alpha
Michigan
– -$94.2K -3,373 Closed
PVH
82
Psagot Value Holdings
Israel
– -$54K -2,000 Closed
CA
83
Cetera Advisors
Colorado
– -$16K -600 Closed
WAM
84
Wealthspire Advisors (Maryland)
Maryland
– -$14K -520 Closed
KL
85
KWMG LLC
Kansas
– -$4K -155 Closed
First Manhattan
86
First Manhattan
New York
– -$2K -100 Closed
CYG
87
Clean Yield Group
Vermont
– -$2K -76 Closed
RFC
88
Regions Financial Corp
Alabama
– -$1K -20 Closed
SWM
89
SeaCrest Wealth Management
New York
– -$1K -20 Closed
TPWA
90
TRUE Private Wealth Advisors
Oregon
– +$141 +5 New
RIA
91
Realta Investment Advisors
Delaware
– +$565 +20 New
1 2 3
4

PBW Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2019, worth a combined $57.6M — up 108% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 14 closed out — a net gain of 8 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.38M. The largest seller was Jane Street, cutting an estimated $736K.

  • 79 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $57.6M of Invesco WilderHill Clean Energy ETF stock for Q2 2019, up 108% quarter-over-quarter.
  • 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2019 and 14 closed out, a net change of +8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2019 was HighTower Advisors, an estimated $6.38M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2019 was Jane Street, an estimated $736K sold.

Based on aggregated 13F filings for Q2 2019.