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Invesco WilderHill Clean Energy ETF
PBW

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $58.1M → $72.3M (+$14.2M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more funds holding

Funds holding: 73 → 85 (+12)

1.32% less ownership

Funds ownership: 32.29% → 30.97% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $277K

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
TFF
The Family Firm
Maryland
+$1.15M
3
Truist Financial
Truist Financial
North Carolina
+$985K
4
Ameriprise
Ameriprise
Minnesota
+$864K
5
Citadel Advisors
Citadel Advisors
Florida
+$631K

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$3.62M
2
HFA
High Falls Advisors
New York
-$810K
3
CA
Calton & Associates
Florida
-$337K
4
RJA
Raymond James & Associates
Florida
-$203K
5
AWCI
Alpine Woods Capital Investors
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
76
Financial Management Professionals
Texas
$2K -$3.62M -118,309 -100%
AC
77
AlphaCore Capital
California
$2K +$1.38K +45 New
FWM
78
Focused Wealth Management
New York
$1K – – –
IA
79
IFP Advisors
Florida
$1K – – –
US Bancorp
80
US Bancorp
Minnesota
$1K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$31 +1 +4%
VCP
82
Verus Capital Partners
Arizona
$1K +$642 +21 New
IFWM
83
Institute for Wealth Management
Colorado
$1K +$1.22K +40 New
PGAM
84
Princeton Global Asset Management
New Jersey
$9 – – –
HFA
85
High Falls Advisors
New York
– -$810K -27,765 Closed
CA
86
Calton & Associates
Florida
– -$337K -11,557 Closed
GI
87
Gradient Investments
Minnesota
– -$25K -863 Closed
KWA
88
KCS Wealth Advisory
California
– -$8.78K -301 Closed
FAAS
89
First Allied Advisory Services
California
– -$8K -260 Closed
TC
90
Truvestments Capital
Florida
– -$3K -102 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -56 Closed
TPWA
92
TRUE Private Wealth Advisors
Oregon
– +$153 +5 New
1 2 3
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PBW Hedge Fund Activity: Q4 2019 in Review

85 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2019, worth a combined $72.3M — up 24% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PBW positions and 7 closed out — a net gain of 13 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Financial Management Professionals, cutting an estimated $3.62M.

  • 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $72.3M of Invesco WilderHill Clean Energy ETF stock for Q4 2019, up 24% quarter-over-quarter.
  • 20 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2019 and 7 closed out, a net change of +13 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2019 was Financial Management Professionals, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.