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Invesco WilderHill Clean Energy ETF

73 hedge funds and large institutions have $27.8M invested in Invesco WilderHill Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $19.2M → $27.8M (+$8.57M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

18% more funds holding

Funds holding: 6273 (+11)

2.49% more ownership

Funds ownership: 19.91%22.4% (+2.5%)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.75M +$28.6K +1,109 +0.4%
ZIG
2
Zurich Insurance Group
Switzerland
$5.09M
Morgan Stanley
3
Morgan Stanley
New York
$1.46M +$198K +7,667 +16%
Jane Street
4
Jane Street
New York
$1.39M +$1.33M +51,733 New
Goldman Sachs
5
Goldman Sachs
New York
$1.34M +$1.29M +50,000 New
JGUA
6
John G. Ullman & Associates
New York
$1.21M -$22.4K -870 -2%
RJA
7
Raymond James & Associates
Florida
$953K +$917K +35,556 New
Wells Fargo
8
Wells Fargo
California
$876K -$1.41M -54,849 -63%
HFA
9
High Falls Advisors
New York
$756K +$727K +28,209 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$663K +$101K +3,931 +19%
FGAM
11
Financial Gravity Asset Management
Texas
$629K +$597K +23,149 New
LPL Financial
12
LPL Financial
California
$603K +$248K +9,628 +75%
NCM
13
Niemann Capital Management
Nevada
$555K +$538K +20,874 New
CCM
14
Covington Capital Management
California
$469K
AWCI
15
Alpine Woods Capital Investors
New York
$375K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$373K +$359K +13,928 New
PP
17
Professional Planning
California
$345K -$490K -19,015 -60%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$345K +$3.07K +119 +0.9%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$322K
Citadel Advisors
20
Citadel Advisors
Florida
$265K -$244K -9,463 -49%
V
21
Veritable
Delaware
$257K
UBS Group
22
UBS Group
Switzerland
$242K +$11.6K +450 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$228K +$60.1K +2,332 +38%
GWM
24
Greenwich Wealth Management
Connecticut
$220K +$211K +8,197 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$220K +$212K +8,217 New

PBW Hedge Fund Activity: Q1 2019 in Review

73 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2019, worth a combined $27.8M — up 45% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PBW positions and 6 closed out — a net gain of 11 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.33M. The largest seller was Wells Fargo, cutting an estimated $1.41M.

  • 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2019, up from 62 in Q4 2018.
  • Funds reported $27.8M of Invesco WilderHill Clean Energy ETF stock for Q1 2019, up 45% quarter-over-quarter.
  • 17 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2019 and 6 closed out, a net change of +11 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2019 was Jane Street, an estimated $1.33M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2019 was Wells Fargo, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2019.