Invesco WilderHill Clean Energy ETF
PBW
260 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 38 closing their positions.
8% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 38
5% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 76
0% more funds holding
Funds holding: 259 → 260 (+1)
4.43% less ownership
Funds ownership: 31.33% → 26.9% (-4.4%)
21% less capital invested
Capital invested by funds: $773M → $613M (-$159M)
28% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $31.2M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$9.53M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$6.93M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$5.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.24M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$22.4M |
| 3 |
Millennium Management
New York
|
-$12.5M |
| 4 |
E
Ergoteles
New York
|
-$10.3M |
| 5 |
Morgan Stanley
New York
|
-$10M |
PBW Hedge Fund Activity: Q2 2021 in Review
260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2021, worth a combined $613M — down 21% from $773M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PBW positions and 38 closed out — a net gain of 3 holders — while 80 added to existing stakes and 76 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $9.53M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.1M.
- 260 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2021, up from 259 in Q1 2021.
- Funds reported $613M of Invesco WilderHill Clean Energy ETF stock for Q2 2021, down 21% quarter-over-quarter.
- 41 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2021 and 38 closed out, a net change of +3 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.53M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $33.1M sold.
Based on aggregated 13F filings for Q2 2021.