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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$361M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$26.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.3M |
| 4 |
Morgan Stanley
New York
|
+$22M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.62M |
| 4 |
HT
HAP Trading
New York
|
-$3.59M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.38M |
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.