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Invesco WilderHill Clean Energy ETF
PBW

91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

7% more funds holding

Funds holding: 85 → 91 (+6)

0.32% less ownership

Funds ownership: 30.97% → 30.65% (-0.32%)

13% less capital invested

Capital invested by funds: $72.3M → $62.7M (-$9.69M)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
10
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$583K

Top Buyers

Rank Fund Capital Flow
1
FMP
Financial Management Professionals
Texas
+$3.3M
2
Morgan Stanley
Morgan Stanley
New York
+$2.53M
3
Bank of America
Bank of America
North Carolina
+$2.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$717K

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$1.44M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.25M
3
Wells Fargo
Wells Fargo
California
-$1.13M
4
Ameriprise
Ameriprise
Minnesota
-$960K
5
SI
Stephens Inc
Arkansas
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$6K +$353 +10 +4%
ASN
77
Advisory Services Network
Georgia
$6K +$3.53K +100 +82%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$5K -$2.86K -81 -30%
CHC
79
City Holding Co
West Virginia
$5K – – –
GSC
80
G&S Capital
Colorado
$5K – – –
AF
81
Allworth Financial
California
$4K – – –
CFFP
82
Center for Financial Planning
Michigan
$4K – – –
BWM
83
BerganKDV Wealth Management
Minnesota
$3K – – –
HS
84
Horan Securities
United States
$3K +$3.71K +105 New
CA
85
Clearstead Advisors
Ohio
$2K +$3.18K +90 New
AC
86
AlphaCore Capital
California
$1K – – –
FWM
87
Focused Wealth Management
New York
$1K – – –
IA
88
IFP Advisors
Florida
$1K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
VCP
90
Verus Capital Partners
Arizona
$1K – – –
JGUA
91
John G. Ullman & Associates
New York
– -$1.44M -42,130 Closed
Lazard Asset Management
92
Lazard Asset Management
New York
– -$1.25M -36,450 Closed
Ameriprise
93
Ameriprise
Minnesota
– -$960K -28,275 Closed
Jane Street
94
Jane Street
New York
– -$456K -13,324 Closed
PA
95
Prism Advisors
California
– -$224K -6,539 Closed
EGWAG
96
Elwood & Goetz Wealth Advisory Group
Georgia
– -$204K -5,965 Closed
IAA
97
Independent Advisor Alliance
North Carolina
– -$203K -5,918 Closed
LWA
98
LWS Wealth Advisors
New Jersey
– -$11K -320 Closed
LWA
99
Lenox Wealth Advisors
New York
– -$4K -109 Closed
IFWM
100
Institute for Wealth Management
Colorado
– -$1K -40 Closed
1 2 3
4

PBW Hedge Fund Activity: Q1 2020 in Review

91 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2020, worth a combined $62.7M — down 13% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PBW positions and 10 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $3.3M. The largest seller was John G. Ullman & Associates, exiting entirely with an estimated $1.44M sold.

  • 91 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2020, up from 85 in Q4 2019.
  • Funds reported $62.7M of Invesco WilderHill Clean Energy ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 18 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2020 and 10 closed out, a net change of +8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2020 was Financial Management Professionals, an estimated $3.3M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2020 was John G. Ullman & Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2020.