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Invesco WilderHill Clean Energy ETF
PBW

215 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,833% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 3

305% more capital invested

Capital invested by funds: $293M → $1.18B (+$891M)

137% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 27

99% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $6.22M

60% more funds holding

Funds holding: 134 → 215 (+81)

12.06% more ownership

Funds ownership: 32.94% → 45% (+12%)

Holders
215
Holders Change
+81
Holders Change %
+60.45%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
64
Reduced
27
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$361M
2
MCM
Mainstay Capital Management
Michigan
+$26.7M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
Morgan Stanley
Morgan Stanley
New York
+$22M
5
Bank of America
Bank of America
North Carolina
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$20M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.62M
4
HT
HAP Trading
New York
-$3.59M
5
FMP
Financial Management Professionals
Texas
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
76
Wealth Management Partners
Arizona
$1.03M +$636K +7,854 New
AWA
77
Arete Wealth Advisors
Illinois
$1.01M +$789K +9,744 New
BCM
78
BTR Capital Management
California
$961K – – –
NSIM
79
North Star Investment Management
Illinois
$944K +$31.6K +390 +4%
AWCI
80
Alpine Woods Capital Investors
New York
$931K – – –
PBCM
81
Point Break Capital Management
Florida
$927K +$726K +8,962 New
MA
82
MONECO Advisors
Connecticut
$915K +$587K +7,250 New
CAN
83
Cetera Advisor Networks
California
$911K +$361K +4,451 +102%
GWM
84
Geneos Wealth Management
Colorado
$895K +$97.8K +1,207 +14%
NFG
85
Next Financial Group
Texas
$889K +$379K +4,681 +119%
V
86
Veritable
Delaware
$886K – – –
CB
87
Commerce Bank
Missouri
$868K +$15.8K +195 +2%
PPW
88
Parcion Private Wealth
Washington
$842K -$6.72K -83 -1%
KAS
89
Kestra Advisory Services
Texas
$816K +$625K +7,710 +7,710%
EB
90
Eastern Bank
Massachusetts
$776K – – –
CA
91
Cetera Advisors
Colorado
$750K +$587K +7,250 New
CRIG
92
Charter Research & Investment Group
Connecticut
$738K +$578K +7,135 New
TRCT
93
Tower Research Capital (TRC)
New York
$716K -$2.78M -34,296 -83%
JWM
94
JFG Wealth Management
Colorado
$692K – – –
MWM
95
Meridian Wealth Management
Kentucky
$588K +$461K +5,695 New
SAM
96
Strategy Asset Managers
California
$549K +$62.6K +773 +17%
APA
97
American Portfolios Advisors
New York
$530K +$105K +1,291 +34%
CS
98
Candriam SCA
Luxembourg
$525K +$413K +5,100 New
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$517K – – –
NCM
100
Next Capital Management
New York
$517K +$405K +5,000 New
2 3
4
5 6

PBW Hedge Fund Activity: Q4 2020 in Review

215 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2020, worth a combined $1.18B — up 305% from $293M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PBW positions and 3 closed out — a net gain of 85 holders — while 64 added to existing stakes and 27 trimmed.

The largest buyer was Citigroup, adding an estimated $361M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 215 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $1.18B of Invesco WilderHill Clean Energy ETF stock for Q4 2020, up 305% quarter-over-quarter.
  • 88 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2020 and 3 closed out, a net change of +85 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2020 was Citigroup, an estimated $361M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2020 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.