Invesco WilderHill Clean Energy ETF
PBW
194 hedge funds and large institutions have $319M invested in Invesco WilderHill Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 40 closing their positions.
0.22% more ownership
Funds ownership: 29.95% → 30.17% (+0.22%)
4% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 57
11% less funds holding
Funds holding: 219 → 194 (-25)
24% less capital invested
Capital invested by funds: $420M → $319M (-$101M)
36% less call options, than puts
Call options by funds: $1.5M | Put options by funds: $2.36M
53% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$45.3M |
| 2 |
Morgan Stanley
New York
|
+$22.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.93M |
| 4 |
Goldman Sachs
New York
|
+$6.76M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.97M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Koshinski Asset Management
Decatur,
Illinois
| – | -$9.51K | -146 | Closed |
|
|
TFP
227
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$7K | -102 | Closed |
|
|
SCA
228
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$3.94K | -75 | Closed |
|
|
BA
229
Bellwether Advisors
Lincoln,
Nebraska
| – | -$3K | -55 | Closed |
|
PBW Hedge Fund Activity: Q2 2022 in Review
194 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2022, worth a combined $319M — down 24% from $420M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of PBW and 19 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 55 added.
The largest buyer was JP Morgan Chase, adding an estimated $45.3M. The largest seller was Bank of America, cutting an estimated $26M.
- 194 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2022, down from 219 in Q1 2022.
- Funds reported $319M of Invesco WilderHill Clean Energy ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2022 and 40 closed out, a net change of -21 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $45.3M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2022 was Bank of America, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2022.