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Invesco WilderHill Clean Energy ETF

114 hedge funds and large institutions have $60M invested in Invesco WilderHill Clean Energy ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $47.6M → $60M (+$12.4M)

0.59% less ownership

Funds ownership: 22.42%21.82% (-0.59%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less funds holding

Funds holding: 119114 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

35% less call options, than puts

Call options by funds: $231K | Put options by funds: $353K

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
29
Closed
18
Calls
$231K
Puts
$353K
Net Calls
-$122K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$331K -$427K -24,787 -60%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$276K +$19.7K +1,142 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$272K -$8.72K -507 -4%
TWM
29
Tradition Wealth Management
Minnesota
$238K -$11.8K -685 -5%
PA
30
Prism Advisors
California
$212K +$5.64K +328 +3%
WANY
31
Wealthspire Advisors (New York)
New York
$205K -$54.1K -3,142 -23%
CI
32
CX Institutional
Indiana
$178K -$648K -37,677 -81%
EWA
33
EP Wealth Advisors
California
$144K -$6.2K -360 -5%
BlackRock
34
BlackRock
New York
$128K +$65.8K +3,826 +148%
MCM
35
MAI Capital Management
Ohio
$106K -$21.9K -1,274 -19%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$87.6K +$75.7K +4,400 New
HR
37
Howe & Rusling
New York
$80.9K -$38.5K -2,239 -36%
SPIA
38
Steward Partners Investment Advisory
New York
$69.8K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$64.5K -$5.71K -332 -9%
Comerica Bank
40
Comerica Bank
Texas
$59.4K +$20K +1,163 +64%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$51.7K +$8.21K +477 +23%
M
42
MOTCO
Texas
$51.1K
JFGIW
43
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.6K +$35.9K +2,087 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$38.4K
AF
45
Allworth Financial
California
$34.8K +$27.5K +1,600 +1,096%
NSIM
46
North Star Investment Management
Illinois
$29.3K
JP Morgan Chase
47
JP Morgan Chase
New York
$28.2K +$7.31K +425 +43%
AFG
48
Albion Financial Group
Utah
$27.8K
TLA
49
Tanglewood Legacy Advisors
Texas
$24.4K +$34 +2 +0.2%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K -$2.41K -140 -10%

PBW Hedge Fund Activity: Q2 2025 in Review

114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2025, worth a combined $60M — up 26% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 13 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $2.66M. The largest seller was Quadrature Capital, exiting entirely with an estimated $2.59M sold.

  • 114 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2025, down from 119 in Q1 2025.
  • Funds reported $60M of Invesco WilderHill Clean Energy ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $2.66M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2025 was Quadrature Capital, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.