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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
CTC
126
Central Trust Company
Missouri
$329K +$63.6K +785 +33%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$316K +$127K +1,566 +105%
AFG
128
Albion Financial Group
Utah
$315K +$247K +3,047 New
CG
129
Colony Group
Massachusetts
$310K -$31.5K -389 -11%
COI
130
Connable Office Inc
Michigan
$303K +$237K +2,926 New
GAM
131
Geier Asset Management
Maryland
$294K +$220K +2,721 New
IA
132
IFP Advisors
Florida
$268K +$206K +2,541 +6,353%
MML Investors Services
133
MML Investors Services
Massachusetts
$262K +$205K +2,530 New
GVAG
134
Great Valley Advisor Group
Delaware
$259K +$203K +2,502 New
CAG
135
Curtis Advisory Group
California
$249K +$195K +2,413 New
PFS
136
Prospera Financial Services
Texas
$247K +$80.1K +989 +71%
SFG
137
Summit Financial Group
West Virginia
$243K +$191K +2,355 New
ECG
138
Edge Capital Group
Georgia
$241K +$189K +2,335 New
CCM
139
Canal Capital Management
Virginia
$236K +$185K +2,281 New
MWP
140
Moller Wealth Partners
$224K -$93K -1,148 -35%
3F
141
360 Financial
Minnesota
$222K +$174K +2,151 New
AAS
142
Avantax Advisory Services
Texas
$220K +$171K +2,111 New
BRWM
143
B. Riley Wealth Management
Tennessee
$217K +$170K +2,100 New
VFA
144
Valeo Financial Advisors
Indiana
$217K +$170K +2,101 New
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$5.43K +67 +3%
FFN
146
Focus Financial Network
Minnesota
$212K +$166K +2,050 New
CFA
147
Carroll Financial Associates
North Carolina
$205K – – –
CW
148
CreativeOne Wealth
Kansas
$203K +$159K +1,961 New
HPC
149
HM Payson & Co
Maine
$200K – – –
HR
150
Howe & Rusling
New York
$185K – – –
4 5
6
7 8

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.