Invesco WilderHill Clean Energy ETF
PBW
62 hedge funds and large institutions have $19.2M invested in Invesco WilderHill Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 14 closing their positions.
1.05% more ownership
Funds ownership: 18.87% → 19.91% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
8% less capital invested
Capital invested by funds: $20.9M → $19.2M (-$1.7M)
11% less funds holding
Funds holding: 70 → 62 (-8)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$458K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$354K |
| 3 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
+$325K |
| 4 |
PP
Professional Planning
Thousand Oaks,
California
|
+$259K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
G
GenTrust
Miami,
Florida
|
-$334K |
| 2 |
Jane Street
New York
|
-$316K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$202K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$140K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$72K |
PBW Hedge Fund Activity: Q4 2018 in Review
62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2018, worth a combined $19.2M — down 8.1% from $20.9M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PBW and 8 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 14 added.
The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $458K. The largest seller was GenTrust, exiting entirely with an estimated $334K sold.
- 62 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2018, down from 70 in Q3 2018.
- Funds reported $19.2M of Invesco WilderHill Clean Energy ETF stock for Q4 2018, down 8.1% quarter-over-quarter.
- 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2018 and 14 closed out, a net change of -6 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2018 was Fiduciary Trust International of Pennsylvania, an estimated $458K added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2018 was GenTrust, an estimated $334K sold.
Based on aggregated 13F filings for Q4 2018.