Invesco WilderHill Clean Energy ETF
PBW
219 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 49 closing their positions.
37% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $8.32M
16% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 63
3.69% more ownership
Funds ownership: 26.26% → 29.95% (+3.7%)
2% more capital invested
Capital invested by funds: $410M → $420M (+$9.29M)
12% less funds holding
Funds holding: 250 → 219 (-31)
51% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 49
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$55.7M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$13.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.99M |
| 4 |
CG
Cutler Group
San Francisco,
California
|
+$3.58M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$15M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$7.32M |
| 3 |
SM
SG3 Management
Dorado,
Puerto Rico
|
-$7.3M |
| 4 |
BWM
Bulltick Wealth Management
Miami,
Florida
|
-$6.29M |
| 5 |
PIC
Platt Investment Counsel
Lake Mary,
Florida
|
-$5.3M |
PBW Hedge Fund Activity: Q1 2022 in Review
219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2022, worth a combined $420M — up 2.3% from $410M a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of PBW and 24 opened new positions — a net loss of 25 holders — while 63 trimmed existing stakes and 73 added.
The largest buyer was Bank of America, adding an estimated $55.7M. The largest seller was Goldman Sachs, cutting an estimated $15M.
- 219 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2022, down from 250 in Q4 2021.
- Funds reported $420M of Invesco WilderHill Clean Energy ETF stock for Q1 2022, up 2.3% quarter-over-quarter.
- 24 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2022 and 49 closed out, a net change of -25 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2022 was Bank of America, an estimated $55.7M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2022 was Goldman Sachs, an estimated $15M sold.
Based on aggregated 13F filings for Q1 2022.