Invesco WilderHill Clean Energy ETF
PBW
80 hedge funds and large institutions have $30.9M invested in Invesco WilderHill Clean Energy ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 12 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
1% more capital invested
Capital invested by funds: $30.6M → $30.9M (+$310K)
0.4% more ownership
Funds ownership: 3.1% → 3.49% (+0.4%)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 81 → 80 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$4.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.36M |
| 3 |
VF
Virtu Financial
New York
|
+$333K |
| 4 |
Jane Street
New York
|
+$280K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.82M |
| 2 |
Morgan Stanley
New York
|
-$933K |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$525K |
| 4 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
|
-$443K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$415K |
PBW Hedge Fund Activity: Q3 2014 in Review
80 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2014, worth a combined $30.9M — up 1% from $30.6M a quarter earlier.
Fund positioning in PBW was balanced in Q3 2014: 12 funds opened new positions, 12 closed out, 20 added to existing stakes and 14 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $4.64M. The largest seller was Goldman Sachs, cutting an estimated $1.82M.
- 80 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2014, down from 81 in Q2 2014.
- Funds reported $30.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2014, up 1% quarter-over-quarter.
- 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2014 and 12 closed out, a net change of 0 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $4.64M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2014 was Goldman Sachs, an estimated $1.82M sold.
Based on aggregated 13F filings for Q3 2014.