Invesco WilderHill Clean Energy ETF
PBW
83 hedge funds and large institutions have $18.2M invested in Invesco WilderHill Clean Energy ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 11 closing their positions.
15% more capital invested
Capital invested by funds: $15.9M → $18.2M (+$2.36M)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0.88% more ownership
Funds ownership: 2.76% → 3.64% (+0.88%)
2% less funds holding
Funds holding: 85 → 83 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$4.52M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$435K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$255K |
| 4 |
TFF
The Family Firm
Bethesda,
Maryland
|
+$205K |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
|
-$208K |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$208K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$199K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$178K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$139K |
PBW Hedge Fund Activity: Q1 2016 in Review
83 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2016, worth a combined $18.2M — up 15% from $15.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PBW and 9 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 21 added.
The largest buyer was Zurich Insurance Group, opening a new position worth an estimated $4.52M. The largest seller was Edmond de Rothschild Asset Management (Luxembourg), cutting an estimated $208K.
- 83 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2016, down from 85 in Q4 2015.
- Funds reported $18.2M of Invesco WilderHill Clean Energy ETF stock for Q1 2016, up 15% quarter-over-quarter.
- 9 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2016 and 11 closed out, a net change of -2 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2016 was Zurich Insurance Group, an estimated $4.52M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2016 was Edmond de Rothschild Asset Management (Luxembourg), an estimated $208K sold.
Based on aggregated 13F filings for Q1 2016.