Invesco WilderHill Clean Energy ETF
PBW
90 hedge funds and large institutions have $27.3M invested in Invesco WilderHill Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
13% more funds holding
Funds holding: 80 → 90 (+10)
0.43% more ownership
Funds ownership: 3.49% → 3.92% (+0.43%)
12% less capital invested
Capital invested by funds: $30.9M → $27.3M (-$3.6M)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.49M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$1.34M |
| 3 |
Goldman Sachs
New York
|
+$1.09M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$735K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$688K |
| 3 |
Morgan Stanley
New York
|
-$687K |
| 4 |
VF
Virtu Financial
New York
|
-$318K |
| 5 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$269K |
PBW Hedge Fund Activity: Q4 2014 in Review
90 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2014, worth a combined $27.3M — down 12% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PBW positions and 9 closed out — a net gain of 12 holders — while 14 added to existing stakes and 21 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $1.12M.
- 90 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2014, up from 80 in Q3 2014.
- Funds reported $27.3M of Invesco WilderHill Clean Energy ETF stock for Q4 2014, down 12% quarter-over-quarter.
- 21 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2014 and 9 closed out, a net change of +12 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2014 was Citadel Advisors, an estimated $1.49M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2014 was Bank of America, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2014.