Invesco WilderHill Clean Energy ETF
PBW
73 hedge funds and large institutions have $58.1M invested in Invesco WilderHill Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
1% more capital invested
Capital invested by funds: $57.6M → $58.1M (+$514K)
1.62% less ownership
Funds ownership: 33.91% → 32.29% (-1.6%)
8% less funds holding
Funds holding: 79 → 73 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $251K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$856K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$608K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$555K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$496K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$433K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Mariner
Overland Park,
Kansas
| – | -$209K | -7,039 | Closed |
|
|
JPLA
77
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$10K | -340 | Closed |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -240 | Closed |
|
|
CWA
79
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$6K | -208 | Closed |
|
|
PCFFS
80
Pacific Center for Financial Services
San Ramon,
California
| – | -$4K | -130 | Closed |
|
|
AF
81
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2K | -82 | Closed |
|
PBW Hedge Fund Activity: Q3 2019 in Review
73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2019, worth a combined $58.1M — up 0.89% from $57.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PBW and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 22 added.
The largest buyer was Morgan Stanley, adding an estimated $856K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.09M sold.
- 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2019, down from 79 in Q2 2019.
- Funds reported $58.1M of Invesco WilderHill Clean Energy ETF stock for Q3 2019, up 0.89% quarter-over-quarter.
- 5 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2019 and 11 closed out, a net change of -6 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2019 was Morgan Stanley, an estimated $856K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2019.