Invesco WilderHill Clean Energy ETF
PBW
81 hedge funds and large institutions have $30.6M invested in Invesco WilderHill Clean Energy ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
0.76% less ownership
Funds ownership: 3.86% → 3.1% (-0.76%)
8% less funds holding
Funds holding: 88 → 81 (-7)
34% less capital invested
Capital invested by funds: $46.5M → $30.6M (-$15.9M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$459K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$399K |
| 4 |
CCM
Covington Capital Management
Los Angeles,
California
|
+$313K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$3.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.86M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.29M |
| 4 |
SG Americas Securities
New York
|
-$2.81M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$1.52M |
PBW Hedge Fund Activity: Q2 2014 in Review
81 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2014, worth a combined $30.6M — down 34% from $46.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PBW and 7 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 22 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.06M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $3.98M sold.
- 81 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2014, down from 88 in Q1 2014.
- Funds reported $30.6M of Invesco WilderHill Clean Energy ETF stock for Q2 2014, down 34% quarter-over-quarter.
- 7 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2014 and 14 closed out, a net change of -7 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2014 was Goldman Sachs, an estimated $2.06M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2014 was Niemann Capital Management, an estimated $3.98M sold.
Based on aggregated 13F filings for Q2 2014.