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Invesco WilderHill Clean Energy ETF
PBW

146 hedge funds and large institutions have $108M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $618K | Put options by funds: $263K

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.3% less ownership

Funds ownership: 29.78% → 29.48% (-0.3%)

11% less funds holding

Funds holding: 164 → 146 (-18)

24% less capital invested

Capital invested by funds: $142M → $108M (-$34.2M)

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
146
Holders Change
-18
Holders Change %
-10.98%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
42
Reduced
42
Closed
33
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
Citigroup
New York
+$15M
2
Bank of America
Bank of America
North Carolina
+$5.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.9M
4
CI
CX Institutional
Indiana
+$1.77M
5
QC
Quadrature Capital
United Kingdom
+$647K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.1M
2
AFA
Arlington Financial Advisors
California
-$5.07M
3
LPL Financial
LPL Financial
California
-$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
5
IW
Instrumental Wealth
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$722K -$174K -7,225 -19%
UBS Group
27
UBS Group
Switzerland
$658K -$82K -3,414 -11%
QC
28
Quadrature Capital
United Kingdom
$620K +$647K +26,944 New
WANY
29
Wealthspire Advisors (New York)
New York
$553K -$849K -35,346 -60%
Wealthfront Advisers
30
Wealthfront Advisers
California
$510K -$56.3K -2,345 -10%
TWP
31
Total Wealth Planning
Ohio
$486K -$86.8K -3,611 -15%
MML Investors Services
32
MML Investors Services
Massachusetts
$473K +$7.3K +304 +2%
IFG
33
Independent Financial Group
California
$467K +$29.6K +1,232 +6%
Cerity Partners
34
Cerity Partners
New York
$416K -$7.28K -303 -2%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$386K +$28.1K +1,168 +7%
Stifel Financial
36
Stifel Financial
Missouri
$380K +$19.4K +808 +5%
EWA
37
Evolution Wealth Advisors
Florida
$340K – – –
EWA
38
EP Wealth Advisors
California
$337K -$601 -25 -0.2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$329K -$42.1K -1,751 -11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$324K +$338K +14,076 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$320K +$8.53K +355 +3%
Renaissance Technologies
42
Renaissance Technologies
New York
$311K +$139K +5,800 +75%
TWM
43
Tradition Wealth Management
Minnesota
$297K +$32.4K +1,348 +12%
RIS
44
Retirement Income Solutions
Michigan
$250K -$937 -39 -0.4%
NL
45
NWAM LLC
Washington
$248K -$251K -10,466 -49%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$241K +$1.42K +59 +0.6%
CAN
47
Cetera Advisor Networks
California
$231K -$39.5K -1,645 -14%
BRWA
48
B. Riley Wealth Advisors
Florida
$226K +$172K +7,175 New
Neuberger Berman Group
49
Neuberger Berman Group
New York
$221K – – –
PA
50
Prism Advisors
California
$216K +$225K +9,355 New
1
2
3 4 5

PBW Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2024, worth a combined $108M — down 24% from $142M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBW and 16 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 42 added.

The largest buyer was Citigroup, adding an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 146 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $108M of Invesco WilderHill Clean Energy ETF stock for Q1 2024, down 24% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2024 and 33 closed out, a net change of -17 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2024 was Citigroup, an estimated $15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2024.