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Invesco WilderHill Clean Energy ETF

134 hedge funds and large institutions have $293M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

305% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $608K

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

131% more capital invested

Capital invested by funds: $127M → $293M (+$166M)

40% more funds holding

Funds holding: 96134 (+38)

0.23% more ownership

Funds ownership: 32.71%32.94% (+0.23%)

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
44
Reduced
19
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35.6M +$5.45M +104,704 +22%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$35.3M +$1.66M +31,861 +6%
Morgan Stanley
3
Morgan Stanley
New York
$27.1M +$6.24M +120,033 +37%
Goldman Sachs
4
Goldman Sachs
New York
$19.2M +$13.8M +266,056 +532%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$18.9M +$16.2M +311,100 New
HighTower Advisors
6
HighTower Advisors
Illinois
$14.8M -$62.8K -1,207 -0.5%
UBS Group
7
UBS Group
Switzerland
$12.6M +$4.75M +91,216 +79%
RJA
8
Raymond James & Associates
Florida
$8.69M +$1.15M +22,124 +18%
ZIG
9
Zurich Insurance Group
Switzerland
$8.08M -$753K -14,471 -10%
LPL Financial
10
LPL Financial
California
$7.67M +$1.29M +24,754 +24%
FMP
11
Financial Management Professionals
Texas
$4.99M -$432K -8,308 -9%
BFA
12
Beaumont Financial Advisors
Massachusetts
$4.65M +$3.98M +76,569 New
PS
13
Portfolio Strategies
New York
$4.5M +$3.86M +74,209 New
Wells Fargo
14
Wells Fargo
California
$4.3M +$1.76M +33,859 +92%
Truist Financial
15
Truist Financial
North Carolina
$4.28M +$706K +13,561 +24%
EWA
16
Evolution Wealth Advisors
Florida
$4.27M +$3.66M +70,304 New
NAM
17
NTV Asset Management
West Virginia
$3.71M +$3.17M +61,000 New
HT
18
HAP Trading
New York
$3.59M +$3.07M +59,032 New
Citadel Advisors
19
Citadel Advisors
Florida
$3.58M +$2.77M +53,183 +921%
SI
20
Stephens Inc
Arkansas
$3.42M -$1.06M -20,469 -27%
Stifel Financial
21
Stifel Financial
Missouri
$3.21M +$112K +2,161 +4%
RICHC
22
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.14M +$733K +14,091 +48%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.03M +$1.92M +36,873 +283%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.92M +$919K +17,660 +58%
TFF
25
The Family Firm
Maryland
$2.53M -$572 -11 -0%

PBW Hedge Fund Activity: Q3 2020 in Review

134 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2020, worth a combined $293M — up 131% from $127M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PBW positions and 6 closed out — a net gain of 38 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.

  • 134 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2020, up from 96 in Q2 2020.
  • Funds reported $293M of Invesco WilderHill Clean Energy ETF stock for Q3 2020, up 131% quarter-over-quarter.
  • 44 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2020 and 6 closed out, a net change of +38 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2020 was Mirae Asset Global Investments, an estimated $16.2M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2020 was Jane Street, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2020.