We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF

165 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $773K | Put options by funds: $326K

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

2% more funds holding

Funds holding: 162165 (+3)

0.78% more ownership

Funds ownership: 24.33%25.11% (+0.78%)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

26% less capital invested

Capital invested by funds: $171M → $127M (-$44.1M)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.07M +$126K +3,336 +11%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.03M -$206K -5,443 -14%
Citigroup
28
Citigroup
New York
$987K +$207K +5,487 +21%
Ameriprise
29
Ameriprise
Minnesota
$975K -$108K -2,850 -8%
Jane Street
30
Jane Street
New York
$878K +$47.4K +1,254 +5%
PFT
31
Providence First Trust
Arizona
$753K
WANY
32
Wealthspire Advisors (New York)
New York
$727K -$11.3K -300 -1%
FT
33
Fiduciary Trust
Massachusetts
$718K +$66.1K +1,748 +8%
NL
34
NWAM LLC
Washington
$706K +$24K +634 +3%
Wealthfront Advisers
35
Wealthfront Advisers
California
$624K +$70.1K +1,854 +10%
Fidelity International
36
Fidelity International
Bermuda
$600K +$721K +19,071 New
EWA
37
Evolution Wealth Advisors
Florida
$589K -$230K -6,078 -24%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$572K +$70.3K +1,859 +11%
Cerity Partners
39
Cerity Partners
New York
$559K -$907 -24 -0.1%
MML Investors Services
40
MML Investors Services
Massachusetts
$539K +$26.9K +712 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$539K +$648K +17,148 New
BBVA
42
Banco Bilbao Vizcaya Argentaria
Spain
$514K +$109K +2,896 +22%
MWP
43
Moller Wealth Partners
$509K +$6.92K +183 +1%
LWM
44
Laidlaw Wealth Management
New York
$479K -$69.9K -1,849 -11%
IFG
45
Independent Financial Group
California
$474K +$25.7K +679 +5%
Stifel Financial
46
Stifel Financial
Missouri
$471K -$20.2K -535 -3%
EWA
47
EP Wealth Advisors
California
$469K +$125K +3,299 +28%
Citadel Advisors
48
Citadel Advisors
Florida
$467K +$561K +14,856 New
Corient Private Wealth
49
Corient Private Wealth
Florida
$458K +$70.8K +1,873 +15%
Walleye Capital
50
Walleye Capital
New York
$432K +$238K +6,298 +85%

PBW Hedge Fund Activity: Q3 2023 in Review

165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2023, worth a combined $127M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBW positions and 13 closed out — a net gain of 6 holders — while 47 added to existing stakes and 51 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $3.81M. The largest seller was Bank of America, cutting an estimated $10.9M.

  • 165 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q3 2023, down 26% quarter-over-quarter.
  • 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2023 was Bank Hapoalim BM, an estimated $3.81M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.