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Invesco WilderHill Clean Energy ETF
PBW

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $58.1M → $72.3M (+$14.2M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more funds holding

Funds holding: 73 → 85 (+12)

1.32% less ownership

Funds ownership: 32.29% → 30.97% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $277K

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
TFF
The Family Firm
Maryland
+$1.15M
3
Truist Financial
Truist Financial
North Carolina
+$985K
4
Ameriprise
Ameriprise
Minnesota
+$864K
5
Citadel Advisors
Citadel Advisors
Florida
+$631K

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$3.62M
2
HFA
High Falls Advisors
New York
-$810K
3
CA
Calton & Associates
Florida
-$337K
4
RJA
Raymond James & Associates
Florida
-$203K
5
AWCI
Alpine Woods Capital Investors
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.7M +$560K +18,309 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.27M +$2.56M +83,922 +53%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.21M +$217K +7,096 +3%
ZIG
4
Zurich Insurance Group
Switzerland
$5.96M -$7.98K -261 -0.1%
RJA
5
Raymond James & Associates
Florida
$3.98M -$203K -6,644 -5%
UBS Group
6
UBS Group
Switzerland
$3.81M +$520K +17,012 +18%
SI
7
Stephens Inc
Arkansas
$3.67M -$19.1K -625 -0.6%
Wells Fargo
8
Wells Fargo
California
$2.41M +$83.7K +2,740 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.39M +$581K +19,009 +37%
LPL Financial
10
LPL Financial
California
$1.83M +$213K +6,958 +15%
JGUA
11
John G. Ullman & Associates
New York
$1.44M -$64.2K -2,100 -5%
TFF
12
The Family Firm
Maryland
$1.29M +$1.15M +37,604 New
Lazard Asset Management
13
Lazard Asset Management
New York
$1.25M – – –
PP
14
Professional Planning
California
$1.19M -$33.6K -1,101 -3%
Truist Financial
15
Truist Financial
North Carolina
$1.1M +$985K +32,220 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.01M +$631K +20,656 +230%
EWA
17
EP Wealth Advisors
California
$981K +$11.2K +365 +1%
Ameriprise
18
Ameriprise
Minnesota
$960K +$864K +28,275 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$949K +$33.8K +1,106 +4%
CCM
20
Covington Capital Management
California
$599K – – –
BRWA
21
B. Riley Wealth Advisors
Florida
$577K -$14K -458 -3%
Stifel Financial
22
Stifel Financial
Missouri
$524K -$3.39K -111 -0.7%
Jane Street
23
Jane Street
New York
$456K +$407K +13,324 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$434K +$1.62K +53 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$424K +$25.2K +824 +7%
1
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PBW Hedge Fund Activity: Q4 2019 in Review

85 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2019, worth a combined $72.3M — up 24% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PBW positions and 7 closed out — a net gain of 13 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Financial Management Professionals, cutting an estimated $3.62M.

  • 85 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $72.3M of Invesco WilderHill Clean Energy ETF stock for Q4 2019, up 24% quarter-over-quarter.
  • 20 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2019 and 7 closed out, a net change of +13 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2019 was Financial Management Professionals, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.