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Invesco WilderHill Clean Energy ETF
PBW

96 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $62.7M → $127M (+$64.1M)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

5% more funds holding

Funds holding: 91 → 96 (+5)

2.06% more ownership

Funds ownership: 30.65% → 32.71% (+2.1%)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
20
Closed
15
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$815K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.8M
2
Bank of America
Bank of America
North Carolina
+$2.28M
3
Stifel Financial
Stifel Financial
Missouri
+$1.17M
4
Jane Street
Jane Street
New York
+$1.06M
5
LPL Financial
LPL Financial
California
+$957K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.05M
2
Goldman Sachs
Goldman Sachs
New York
-$819K
3
PP
Professional Planning
California
-$715K
4
ZIG
Zurich Insurance Group
Switzerland
-$664K
5
HFA
High Falls Advisors
New York
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$23K – – –
US Bancorp
77
US Bancorp
Minnesota
$22K -$500 -15 -3%
CWA
78
Carolina Wealth Advisors
South Carolina
$14K – – –
SBL
79
Sargent Bickham Lagudis
Colorado
$13K – – –
CB
80
Community Bank
New York
$13K +$10.8K +323 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11K – – –
PGAM
82
Princeton Global Asset Management
New Jersey
$10K – – –
AP
83
Advisors Preferred
Maryland
$10K +$167 +5 +2%
AIP
84
Ameritas Investment Partners
Nebraska
$9K – – –
CHC
85
City Holding Co
West Virginia
$8K – – –
AF
86
Allworth Financial
California
$7K – – –
CFFP
87
Center for Financial Planning
Michigan
$7K – – –
CYG
88
Clean Yield Group
Vermont
$6K +$4.66K +140 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$4K -$3.4K -102 -54%
BWM
90
BerganKDV Wealth Management
Minnesota
$4K – – –
CA
91
Clearstead Advisors
Ohio
$4K – – –
APWA
92
Atlas Private Wealth Advisors
New Jersey
$4K +$3.33K +100 New
IA
93
IFP Advisors
Florida
$2K – – –
FWM
94
Focused Wealth Management
New York
$1K – – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$1.05M -39,051 Closed
HFA
97
High Falls Advisors
New York
– -$534K -19,913 Closed
BRWM
98
B. Riley Wealth Management
Tennessee
– -$366K -13,638 Closed
CIBC World Market
99
CIBC World Market
Ontario, Canada
– -$255K -9,520 Closed
NFG
100
Next Financial Group
Texas
– -$80K -2,997 Closed
1 2 3
4
5

PBW Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2020, worth a combined $127M — up 102% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PBW positions and 15 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.05M sold.

  • 96 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2020, up from 91 in Q1 2020.
  • Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q2 2020, up 102% quarter-over-quarter.
  • 21 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2020 and 15 closed out, a net change of +6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $17.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.