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Invesco WilderHill Clean Energy ETF

PBW

Market cap $405M

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New

Increased

Maintained

Reduced

Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

108% more capital invested

Capital invested by funds: $27.8M → $57.6M (+$29.9M)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11.51% more ownership

Funds ownership: 22.4% → 33.91% (+12%)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders

Holders Change

Holders Change %

+8.22%

% of All Funds

1.72%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	HighTower Advisors Chicago, Illinois	+$6.38M
2	FMP Financial Management Professionals Austin, Texas	+$3.35M
3	SI Stephens Inc Little Rock, Arkansas	+$2.52M
4	Morgan Stanley New York	+$2.1M
5	UBS Group Zurich, Switzerland	+$2.06M

Top Sellers

1	Jane Street New York	-$736K
2	FGAM Financial Gravity Asset Management Lakeway, Texas	-$629K
3	NCM Niemann Capital Management Stateline, Nevada	-$555K
4	ZIG Zurich Insurance Group Zurich, Switzerland	-$228K
5	Envestnet Asset Management Chicago, Illinois	-$211K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Bank of America Charlotte, North Carolina	$9.12M	+$1.56M	+55,085	+22%
2	2 HighTower Advisors Chicago, Illinois	$6.7M	+$6.38M	+225,963	New
3	ZIG 3 Zurich Insurance Group Zurich, Switzerland	$5.4M	-$228K	-8,090	-4%
4	4 Morgan Stanley New York	$3.83M	+$2.1M	+74,458	+136%
5	FMP 5 Financial Management Professionals Austin, Texas	$3.53M	+$3.35M	+118,676	+211,921%
6	RJA 6 Raymond James & Associates St Petersburg, Florida	$3.05M	+$1.89M	+67,116	+189%
7	SI 7 Stephens Inc Little Rock, Arkansas	$2.66M	+$2.52M	+89,396	New
8	8 UBS Group Zurich, Switzerland	$2.44M	+$2.06M	+72,959	+809%
9	9 Wells Fargo San Francisco, California	$1.58M	+$583K	+20,637	+63%
10	10 Goldman Sachs New York	$1.51M	+$21.3K	+753	+2%
11	JGUA 11 John G. Ullman & Associates Corning, New York	$1.32M	-$13.6K	-480	-1%
12	12 Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.09M	+$1.04M	+36,801	New
13	13 Lazard Asset Management New York	$1.08M	+$1.03M	+36,450	New
14	SB 14 Suntrust Banks Atlanta, Georgia	$1.03M	+$978K	+34,636	New
15	15 LPL Financial San Diego, California	$1.02M	+$335K	+11,875	+53%
16	16 Royal Bank of Canada Toronto, Ontario, Canada	$898K	+$613K	+21,704	+255%
17	HFA 17 High Falls Advisors Rochester, New York	$863K	+$24K	+851	+3%
18	EWA 18 EP Wealth Advisors Torrance, California	$805K	+$765K	+27,103	New
19	19 Jane Street New York	$763K	-$736K	-26,057	-50%
20	LTFS 20 Ladenburg Thalmann Financial Services Miami, Florida	$714K	-$19K	-674	-3%
21	PP 21 Professional Planning Thousand Oaks, California	$642K	+$247K	+8,741	+68%
22	CCM 22 Covington Capital Management Los Angeles, California	$520K	–	–	–
23	BRWA 23 B. Riley Wealth Advisors Boca Raton, Florida	$517K	+$491K	+17,382	New
24	24 Stifel Financial St. Louis, Missouri	$421K	+$401K	+14,188	New
25	AWCI 25 Alpine Woods Capital Investors Purchase, New York	$416K	–	–	–

PBW Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2019, worth a combined $57.6M — up 108% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 14 closed out — a net gain of 8 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.38M. The largest seller was Jane Street, cutting an estimated $736K.

79 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2019, up from 73 in Q1 2019.
Funds reported $57.6M of Invesco WilderHill Clean Energy ETF stock for Q2 2019, up 108% quarter-over-quarter.
22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2019 and 14 closed out, a net change of +8 holders.
The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2019 was HighTower Advisors, an estimated $6.38M added.
The largest Invesco WilderHill Clean Energy ETF seller in Q2 2019 was Jane Street, an estimated $736K sold.

Based on aggregated 13F filings for Q2 2019.

Invesco WilderHill Clean Energy ETF PBW Market cap $405M