Invesco WilderHill Clean Energy ETF
PBW
88 hedge funds and large institutions have $17.5M invested in Invesco WilderHill Clean Energy ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.
121% more capital inflows, than outflows
Capital inflows: $2.33M | Capital outflows: $1.06M
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
4% more funds holding
Funds holding: 85 → 88 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$612K |
| 2 |
Goldman Sachs
New York
|
+$604K |
| 3 |
John G. Ullman & Associates
Corning,
New York
|
+$291K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$242K |
| 5 |
The Family Firm
Bethesda,
Maryland
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Birch Hill Investment Advisors
Boston,
Massachusetts
|
-$139K |
| 2 |
Fiduciary Trust
Boston,
Massachusetts
|
-$137K |
| 3 |
Pinnacle Advisory Group
Columbia,
Maryland
|
-$127K |
| 4 |
First Allied Advisory Services
San Diego,
California
|
-$115K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$112K |
PBW Hedge Fund Activity: Q3 2016 in Review
88 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2016, worth a combined $17.5M — up 9.2% from $16M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PBW positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $612K. The largest seller was Birch Hill Investment Advisors, cutting an estimated $139K.
- 88 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2016, up from 85 in Q2 2016.
- Funds reported $17.5M of Invesco WilderHill Clean Energy ETF stock for Q3 2016, up 9.2% quarter-over-quarter.
- 10 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2016 and 7 closed out, a net change of +3 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2016 was Susquehanna International Group, an estimated $612K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2016 was Birch Hill Investment Advisors, an estimated $139K sold.
Based on aggregated 13F filings for Q3 2016.