We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

164 hedge funds and large institutions have $142M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $127M → $142M (+$14.5M)

4.67% more ownership

Funds ownership: 25.11% → 29.78% (+4.7%)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

1% less call options, than puts

Call options by funds: $562K | Put options by funds: $565K

1% less funds holding

Funds holding: 165 → 164 (-1)

35% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 54

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
35
Reduced
54
Closed
33
Calls
$562K
Puts
$565K
Net Calls
-$3K
Net Calls Change
-$450K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.5M
2
AFA
Arlington Financial Advisors
California
+$4.71M
3
GWP
Gateway Wealth Partners
Wisconsin
+$1.18M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.03M
5
WANY
Wealthspire Advisors (New York)
New York
+$1,000K

Top Sellers

Rank Fund Capital Flow
1
GW
GW & Wade
Massachusetts
-$3.16M
2
Bank of America
Bank of America
North Carolina
-$1.97M
3
CI
CX Institutional
Indiana
-$1.32M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.15M
5
JGUA
John G. Ullman & Associates
New York
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.05M +$37.9K +1,373 +4%
Ameriprise
27
Ameriprise
Minnesota
$1.05M +$115K +4,182 +13%
UBS Group
28
UBS Group
Switzerland
$950K -$416K -15,072 -32%
NAM
29
NTV Asset Management
West Virginia
$889K -$338K -12,227 -29%
PCM
30
Prelude Capital Management
New York
$870K +$808K +29,274 New
Citigroup
31
Citigroup
New York
$824K -$102K -3,692 -12%
MWP
32
Moller Wealth Partners
$776K +$274K +9,914 +61%
TWP
33
Total Wealth Planning
Ohio
$734K +$682K +24,695 New
Wealthfront Advisers
34
Wealthfront Advisers
California
$727K +$127K +4,588 +23%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$700K +$650K +23,548 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$660K +$613K +22,207 New
NL
37
NWAM LLC
Washington
$632K -$33.3K -1,207 -5%
FTUS
38
Flow Traders U.S.
New York
$623K +$579K +20,969 New
MML Investors Services
39
MML Investors Services
Massachusetts
$600K +$84.4K +3,058 +18%
IFG
40
Independent Financial Group
California
$566K +$109K +3,951 +26%
Cerity Partners
41
Cerity Partners
New York
$545K +$16.3K +592 +3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$477K -$30.5K -1,106 -6%
Stifel Financial
43
Stifel Financial
Missouri
$466K +$19K +690 +5%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$463K +$79.5K +2,879 +23%
EWA
45
Evolution Wealth Advisors
Florida
$438K -$111K -4,014 -21%
EWA
46
EP Wealth Advisors
California
$435K -$8.17K -296 -2%
BBVA
47
Banco Bilbao Vizcaya Argentaria
Spain
$419K -$62.6K -2,268 -14%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$402K -$129K -4,667 -26%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$353K -$30.3K -1,099 -8%
CAN
50
Cetera Advisor Networks
California
$347K -$27.1K -982 -8%
1
2
3 4 5

PBW Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2023, worth a combined $142M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PBW positions and 33 closed out — a net gain of 1 holder — while 35 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was GW & Wade, exiting entirely with an estimated $3.16M sold.

  • 164 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2023, down from 165 in Q3 2023.
  • Funds reported $142M of Invesco WilderHill Clean Energy ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 34 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2023 and 33 closed out, a net change of +1 holder.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2023 was GW & Wade, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2023.