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Invesco WilderHill Clean Energy ETF
PBW

136 hedge funds and large institutions have $71.1M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

5.02% less ownership

Funds ownership: 29.48% → 24.46% (-5%)

7% less funds holding

Funds holding: 146 → 136 (-10)

34% less capital invested

Capital invested by funds: $108M → $71.1M (-$36.6M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

46% less call options, than puts

Call options by funds: $115K | Put options by funds: $212K

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
30
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$3.52M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$625K
4
Goldman Sachs
Goldman Sachs
New York
+$485K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$377K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$13.4M
2
Bank of America
Bank of America
North Carolina
-$4.95M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.77M
4
CI
CX Institutional
Indiana
-$1.7M
5
BHB
Bank Hapoalim BM
Israel
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$477K -$380K -17,660 -43%
Wealthfront Advisers
27
Wealthfront Advisers
California
$455K +$10.5K +486 +2%
IFG
28
Independent Financial Group
California
$408K -$710 -33 -0.2%
Cerity Partners
29
Cerity Partners
New York
$364K +$65 +3 +0%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$353K +$377K +17,519 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$330K -$462K -21,458 -57%
Stifel Financial
32
Stifel Financial
Missouri
$328K -$4.13K -192 -1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$313K +$31.5K +1,464 +10%
Citadel Advisors
34
Citadel Advisors
Florida
$313K +$334K +15,532 +310,640%
EWA
35
Evolution Wealth Advisors
Florida
$300K – – –
EWA
36
EP Wealth Advisors
California
$287K -$7.74K -360 -2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$282K +$1.91K +89 +0.6%
Jane Street
38
Jane Street
New York
$274K +$293K +13,616 New
TWM
39
Tradition Wealth Management
Minnesota
$273K +$13.9K +647 +5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$257K -$32.7K -1,520 -11%
RIS
41
Retirement Income Solutions
Michigan
$214K -$5.23K -243 -2%
HF
42
HRT Financial
New York
$210K +$225K +10,442 New
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$210K -$1.16K -54 -0.5%
T
44
Tidemark
California
$148K – – –
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K +$147K +6,851 New
HR
46
Howe & Rusling
New York
$122K – – –
KC
47
Kepos Capital
New York
$120K +$47.3K +2,199 +58%
LFASL
48
Lugano Financial Advisors SA (LFA)
Switzerland
$101K – – –
NA
49
NewEdge Advisors
Louisiana
$90.3K -$34.5K -1,603 -26%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$89.9K +$16.5K +765 +21%
1
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PBW Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2024, worth a combined $71.1M — down 34% from $108M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PBW and 15 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 36 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.52M. The largest seller was Citigroup, cutting an estimated $13.4M.

  • 136 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2024, down from 146 in Q1 2024.
  • Funds reported $71.1M of Invesco WilderHill Clean Energy ETF stock for Q2 2024, down 34% quarter-over-quarter.
  • 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2024 and 23 closed out, a net change of -8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2024 was Macquarie Group, an estimated $3.52M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2024 was Citigroup, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.