Invesco WilderHill Clean Energy ETF
PBW
88 hedge funds and large institutions have $46.5M invested in Invesco WilderHill Clean Energy ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 12 closing their positions.
25% more capital invested
Capital invested by funds: $37.1M → $46.5M (+$9.39M)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
2% more funds holding
Funds holding: 86 → 88 (+2)
0.36% more ownership
Funds ownership: 3.5% → 3.86% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.02M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$3.92M |
| 3 |
Morgan Stanley
New York
|
+$1.44M |
| 4 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$1.02M |
| 5 |
1IC
1919 Investment Counsel
Baltimore,
Maryland
|
+$882K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.65M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$1.51M |
| 3 |
SG Americas Securities
New York
|
-$690K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$660K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$420K |
PBW Hedge Fund Activity: Q1 2014 in Review
88 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2014, worth a combined $46.5M — up 25% from $37.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PBW positions and 12 closed out — a net gain of 2 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $4.02M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.65M sold.
- 88 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2014, up from 86 in Q4 2013.
- Funds reported $46.5M of Invesco WilderHill Clean Energy ETF stock for Q1 2014, up 25% quarter-over-quarter.
- 14 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2014 and 12 closed out, a net change of +2 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2014 was Bank of America, an estimated $4.02M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2014 was Goldman Sachs, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2014.