We are live on ! Find out more
PUW

Invesco WilderHill Progressive Energy ETF

Delisted

PUW was delisted on the 20th of February, 2019.

18 hedge funds and large institutions have $1.7M invested in Invesco WilderHill Progressive Energy ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1718 (+1)

14% less capital invested

Capital invested by funds: $1.96M → $1.7M (-$265K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 6

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$365K
Jane Street
2
Jane Street
New York
$338K -$84.4K -3,220 -20%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$312K +$313K +11,935 New
Bank of America
4
Bank of America
North Carolina
$177K -$150K -5,722 -46%
Morgan Stanley
5
Morgan Stanley
New York
$173K -$22.8K -869 -12%
UBS Group
6
UBS Group
Switzerland
$163K -$20.9K -799 -11%
US Bancorp
7
US Bancorp
Minnesota
$52K
SIAP
8
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
Wells Fargo
9
Wells Fargo
California
$17K -$42.1K -1,605 -71%
ADL
10
Asset Dedication LLC
California
$17K +$17.4K +663 New
AIM
11
Advantage Investment Management
Iowa
$13K
RFC
12
Regions Financial Corp
Alabama
$13K +$13.1K +500 New
SWP
13
Stratos Wealth Partners
Ohio
$11K +$10.9K +414 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7K -$1.47K -56 -18%
KL
15
KWMG LLC
Kansas
$3K
NFG
16
Next Financial Group
Texas
$3K +$2.62K +100 New
IA
17
IFP Advisors
Florida
$2K
AP
18
Advisors Preferred
Maryland
-$259K -9,992 Closed
RWA
19
River Wealth Advisors
Pennsylvania
-$18K -700 Closed
GFP
20
Gryphon Financial Partners
Ohio
-$18K -691 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
-$13K -500 Closed

PUW Hedge Fund Activity: Q3 2018 in Review

18 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Progressive Energy ETF (PUW) for Q3 2018, worth a combined $1.7M — down 14% from $1.96M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PUW positions and 4 closed out — a net gain of 1 holder — while 0 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $313K. The largest seller was Advisors Preferred, exiting entirely with an estimated $259K sold.

  • 18 institutional investors held Invesco WilderHill Progressive Energy ETF (PUW) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $1.7M of Invesco WilderHill Progressive Energy ETF stock for Q3 2018, down 14% quarter-over-quarter.
  • 5 funds opened new Invesco WilderHill Progressive Energy ETF positions in Q3 2018 and 4 closed out, a net change of +1 holder.
  • The largest Invesco WilderHill Progressive Energy ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $313K added.
  • The largest Invesco WilderHill Progressive Energy ETF seller in Q3 2018 was Advisors Preferred, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2018.