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Invesco WilderHill Clean Energy ETF
PBW

62 hedge funds and large institutions have $21.6M invested in Invesco WilderHill Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.15% more ownership

Funds ownership: 3.88% → 19.03% (+15%)

9% more capital invested

Capital invested by funds: $19.9M → $21.6M (+$1.73M)

14% less funds holding

Funds holding: 72 → 62 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVH
Psagot Value Holdings
Israel
+$1.15M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$682K
3
AP
Advisors Preferred
Maryland
+$400K
4
BAM
Barrett Asset Management
New York
+$180K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$176K

Top Sellers

1
TFF
The Family Firm
Maryland
-$979K
2
CG
Colony Group
Massachusetts
-$170K
3
SC
Scotia Capital
Ontario, Canada
-$156K
4
BCM
BTR Capital Management
California
-$138K
5
G
GenTrust
Florida
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.64M +$76.6K +3,113 +1%
ZIG
2
Zurich Insurance Group
Switzerland
$5.51M -$25 -1 -0%
JGUA
3
John G. Ullman & Associates
New York
$1.3M -$58.1K -2,360 -4%
Morgan Stanley
4
Morgan Stanley
New York
$1.24M -$100K -4,064 -8%
PVH
5
Psagot Value Holdings
Israel
$1.18M +$1.15M +46,611 New
EDRH
6
Edmond de Rothschild Holding
Switzerland
$712K +$682K +27,693 +6,923%
HFA
7
High Falls Advisors
New York
$545K +$31.5K +1,281 +6%
PP
8
Professional Planning
California
$510K +$495K +20,127 New
CCM
9
Covington Capital Management
California
$507K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$422K -$79.2K -3,218 -16%
AP
11
Advisors Preferred
Maryland
$412K +$400K +16,262 New
LPL Financial
12
LPL Financial
California
$393K +$112K +4,544 +41%
NSIM
13
North Star Investment Management
Illinois
$340K -$19.7K -801 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$295K +$16.8K +684 +6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$289K -$15.6K -633 -5%
Wells Fargo
16
Wells Fargo
California
$274K +$3.3K +134 +1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$268K +$11.3K +460 +5%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$245K -$38K -1,542 -14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$245K +$176K +7,132 +282%
UBS Group
21
UBS Group
Switzerland
$217K -$16.2K -659 -7%
BAM
22
Barrett Asset Management
New York
$186K +$180K +7,320 New
GI
23
Gradient Investments
Minnesota
$144K -$665 -27 -0.5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$72K -$2.46K -100 -3%
EA
25
Edge Advisors
Georgia
$64K – – –
1
2 3 4

PBW Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2017, worth a combined $21.6M — up 8.7% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PBW and 16 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $1.15M. The largest seller was The Family Firm, exiting entirely with an estimated $979K sold.

  • 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2017, down from 72 in Q3 2017.
  • Funds reported $21.6M of Invesco WilderHill Clean Energy ETF stock for Q4 2017, up 8.7% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2017 and 25 closed out, a net change of -9 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2017 was Psagot Value Holdings, an estimated $1.15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2017 was The Family Firm, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2017.