Invesco WilderHill Clean Energy ETF
PBW
91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
7% more funds holding
Funds holding: 85 → 91 (+6)
0.32% less ownership
Funds ownership: 30.97% → 30.65% (-0.32%)
13% less capital invested
Capital invested by funds: $72.4M → $62.7M (-$9.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3.3M |
| 2 |
Morgan Stanley
New York
|
+$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.38M |
| 5 |
RICHC
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$1.44M |
| 2 |
Lazard Asset Management
New York
|
-$1.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$960K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$719K |
PBW Hedge Fund Activity: Q1 2020 in Review
91 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2020, worth a combined $62.7M — down 13% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PBW positions and 10 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $3.3M. The largest seller was John G. Ullman & Associates, exiting entirely with an estimated $1.44M sold.
- 91 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2020, up from 85 in Q4 2019.
- Funds reported $62.7M of Invesco WilderHill Clean Energy ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 18 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2020 and 10 closed out, a net change of +8 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2020 was Financial Management Professionals, an estimated $3.3M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2020 was John G. Ullman & Associates, an estimated $1.44M sold.
Based on aggregated 13F filings for Q1 2020.