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Invesco WilderHill Clean Energy ETF
PBW

119 hedge funds and large institutions have $47.6M invested in Invesco WilderHill Clean Energy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 22.02% → 22.42% (+0.4%)

7% less funds holding

Funds holding: 128 → 119 (-9)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $65.5M → $47.6M (-$17.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

90% less call options, than puts

Call options by funds: $19K | Put options by funds: $197K

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
27
Closed
19
Calls
$19K
Puts
$197K
Net Calls
-$178K
Net Calls Change
+$142K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.51M
2
QC
Quadrature Capital
United Kingdom
+$3.08M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.94M
4
Goldman Sachs
Goldman Sachs
New York
+$900K
5
CI
CX Institutional
Indiana
+$873K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.34M
2
Morgan Stanley
Morgan Stanley
New York
-$2.89M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.43M
4
TRCT
Tower Research Capital (TRC)
New York
-$879K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
TM
26
TigerOak Management
New Mexico
$296K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$223K -$38.6K -2,063 -13%
WANY
28
Wealthspire Advisors (New York)
New York
$212K -$146K -7,808 -37%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$200K -$30.4K -1,624 -11%
TWM
30
Tradition Wealth Management
Minnesota
$199K +$237K +12,634 New
NI
31
Natural Investments
California
$167K +$1.69K +90 +0.9%
RIS
32
Retirement Income Solutions
Michigan
$166K – – –
PA
33
Prism Advisors
California
$162K -$693 -37 -0.4%
EWA
34
EP Wealth Advisors
California
$119K -$7.12K -380 -5%
T
35
Tidemark
California
$116K – – –
MCM
36
MAI Capital Management
Ohio
$103K -$2.27K -121 -2%
HR
37
Howe & Rusling
New York
$99.1K +$26.3K +1,405 +29%
LFASL
38
Lugano Financial Advisors SA (LFA)
Switzerland
$78.7K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$56.2K +$11K +586 +20%
SPIA
40
Steward Partners Investment Advisory
New York
$55.2K +$262 +14 +0.4%
CA
41
Continuum Advisory
Idaho
$47.3K – – –
TAM
42
Townsend Asset Management
North Carolina
$43.4K -$15.4K -820 -23%
BlackRock
43
BlackRock
New York
$40.6K +$48.4K +2,582 New
M
44
MOTCO
Texas
$35.3K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$33.3K +$31K +1,653 +358%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$30.4K – – –
Comerica Bank
47
Comerica Bank
Texas
$28.7K -$27.7K -1,479 -45%
NSIM
48
North Star Investment Management
Illinois
$23.1K – – –
AFG
49
Albion Financial Group
Utah
$22K – – –
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K -$13.6K -725 -35%
1
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PBW Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2025, worth a combined $47.6M — down 27% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBW and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $4.51M. The largest seller was Citigroup, cutting an estimated $8.34M.

  • 119 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $47.6M of Invesco WilderHill Clean Energy ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2025 and 19 closed out, a net change of -7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2025 was Bank of America, an estimated $4.51M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2025 was Citigroup, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2025.