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Invesco WilderHill Clean Energy ETF
PBW

73 hedge funds and large institutions have $58.1M invested in Invesco WilderHill Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $57.6M → $58.1M (+$514K)

1.62% less ownership

Funds ownership: 33.91% → 32.29% (-1.6%)

8% less funds holding

Funds holding: 79 → 73 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $251K

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
$251K
Net Calls
-$251K
Net Calls Change
-$251K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$856K
2
RJA
Raymond James & Associates
Florida
+$608K
3
SI
Stephens Inc
Arkansas
+$555K
4
Bank of America
Bank of America
North Carolina
+$496K
5
Wells Fargo
Wells Fargo
California
+$433K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
2
Jane Street
Jane Street
New York
-$763K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$605K
4
Ameriprise
Ameriprise
Minnesota
-$299K
5
ZIG
Zurich Insurance Group
Switzerland
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.44M +$496K +16,554 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.8M +$205K +6,828 +3%
ZIG
3
Zurich Insurance Group
Switzerland
$5.09M -$219K -7,306 -4%
Morgan Stanley
4
Morgan Stanley
New York
$4.6M +$856K +28,571 +22%
RJA
5
Raymond James & Associates
Florida
$3.59M +$608K +20,296 +20%
FMP
6
Financial Management Professionals
Texas
$3.45M -$11K -367 -0.3%
SI
7
Stephens Inc
Arkansas
$3.15M +$555K +18,532 +21%
UBS Group
8
UBS Group
Switzerland
$2.75M +$367K +12,254 +15%
Wells Fargo
9
Wells Fargo
California
$1.98M +$433K +14,450 +27%
Goldman Sachs
10
Goldman Sachs
New York
$1.48M – – –
LPL Financial
11
LPL Financial
California
$1.36M +$364K +12,160 +35%
JGUA
12
John G. Ullman & Associates
New York
$1.29M -$9.59K -320 -0.7%
Lazard Asset Management
13
Lazard Asset Management
New York
$1.06M – – –
PP
14
Professional Planning
California
$1.04M +$424K +14,153 +65%
SB
15
Suntrust Banks
Georgia
$938K -$73.5K -2,453 -7%
EWA
16
EP Wealth Advisors
California
$826K +$36K +1,200 +4%
HFA
17
High Falls Advisors
New York
$810K -$38.8K -1,295 -4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$777K +$77.2K +2,575 +11%
CCM
19
Covington Capital Management
California
$510K – – –
BRWA
20
B. Riley Wealth Advisors
Florida
$505K -$2.76K -92 -0.5%
Stifel Financial
21
Stifel Financial
Missouri
$449K +$39K +1,302 +9%
AWCI
22
Alpine Woods Capital Investors
New York
$408K – – –
GWM
23
Geneos Wealth Management
Colorado
$372K +$129K +4,312 +51%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$368K -$9.83K -328 -3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$348K -$13.3K -443 -4%
1
2 3 4

PBW Hedge Fund Activity: Q3 2019 in Review

73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2019, worth a combined $58.1M — up 0.89% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBW and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $856K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.09M sold.

  • 73 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2019, down from 79 in Q2 2019.
  • Funds reported $58.1M of Invesco WilderHill Clean Energy ETF stock for Q3 2019, up 0.89% quarter-over-quarter.
  • 5 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2019 and 11 closed out, a net change of -6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2019 was Morgan Stanley, an estimated $856K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2019.