Invesco WilderHill Clean Energy ETF
PBW
70 hedge funds and large institutions have $20.9M invested in Invesco WilderHill Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
9% more funds holding
Funds holding: 64 → 70 (+6)
7% more capital invested
Capital invested by funds: $19.5M → $20.9M (+$1.44M)
2.16% more ownership
Funds ownership: 16.71% → 18.87% (+2.2%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.23M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
+$244K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$119K |
| 5 |
PP
Professional Planning
Thousand Oaks,
California
|
+$87.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.09M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$921K |
| 3 |
Jane Street
New York
|
-$565K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$470K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$356K |
PBW Hedge Fund Activity: Q3 2018 in Review
70 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2018, worth a combined $20.9M — up 7.4% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PBW positions and 9 closed out — a net gain of 7 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $5.23M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.09M sold.
- 70 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2018, up from 64 in Q2 2018.
- Funds reported $20.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2018, up 7.4% quarter-over-quarter.
- 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2018 and 9 closed out, a net change of +7 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2018 was Bank of America, an estimated $5.23M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.09M sold.
Based on aggregated 13F filings for Q3 2018.