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Invesco WilderHill Clean Energy ETF
PBW

128 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

2% more funds holding

Funds holding: 125 → 128 (+3)

2.22% less ownership

Funds ownership: 24.24% → 22.02% (-2.2%)

10% less capital invested

Capital invested by funds: $72.9M → $65.5M (-$7.41M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

86% less call options, than puts

Call options by funds: $50K | Put options by funds: $370K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
22
Reduced
40
Closed
16
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
Citigroup
New York
+$1.76M
2
Goldman Sachs
Goldman Sachs
New York
+$785K
3
AGM
Alpine Global Management
New York
+$763K
4
A
Allianz
Germany
+$612K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$552K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.9M
2
UBS Group
UBS Group
Switzerland
-$3.56M
3
GWP
Gateway Wealth Partners
Wisconsin
-$661K
4
Wells Fargo
Wells Fargo
California
-$500K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
TM
26
TigerOak Management
New Mexico
$376K +$383K +18,775 New
Cerity Partners
27
Cerity Partners
New York
$364K +$1.53K +75 +0.4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$325K -$391K -19,168 -54%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$287K +$1.63K +80 +0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$280K +$6.5K +319 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$248K -$13.8K -678 -5%
Stifel Financial
32
Stifel Financial
Missouri
$246K -$86.8K -4,259 -26%
Jane Street
33
Jane Street
New York
$238K +$242K +11,890 New
NL
34
NWAM LLC
Washington
$224K -$31.3K -1,535 -12%
EWA
35
Evolution Wealth Advisors
Florida
$222K -$66.3K -3,251 -23%
NI
36
Natural Investments
California
$211K +$215K +10,555 New
RIS
37
Retirement Income Solutions
Michigan
$211K -$1.45K -71 -0.7%
PA
38
Prism Advisors
California
$207K +$211K +10,347 New
EWA
39
EP Wealth Advisors
California
$159K -$22.8K -1,120 -12%
T
40
Tidemark
California
$147K – – –
MCM
41
MAI Capital Management
Ohio
$134K +$136K +6,691 New
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$100K – – –
HR
43
Howe & Rusling
New York
$97.9K -$32.1K -1,575 -24%
TAM
44
Townsend Asset Management
North Carolina
$71.6K +$571 +28 +0.8%
SPIA
45
Steward Partners Investment Advisory
New York
$69.9K +$877 +43 +1%
Comerica Bank
46
Comerica Bank
Texas
$66K +$3.36K +165 +5%
CA
47
Continuum Advisory
Idaho
$60.2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$59.7K -$2.04K -100 -3%
M
49
MOTCO
Texas
$44.9K -$51.8K -2,540 -53%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K -$1.55K -76 -4%
1
2
3 4 5

PBW Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2024, worth a combined $65.5M — down 10% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PBW positions and 16 closed out — a net gain of 7 holders — while 22 added to existing stakes and 40 trimmed.

The largest buyer was Citigroup, adding an estimated $1.76M. The largest seller was Bank of America, cutting an estimated $5.9M.

  • 128 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $65.5M of Invesco WilderHill Clean Energy ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 23 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2024 and 16 closed out, a net change of +7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2024 was Citigroup, an estimated $1.76M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2024 was Bank of America, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2024.