Invesco WilderHill Clean Energy ETF
PBW
239 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 40 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.93% less ownership
Funds ownership: 26.9% → 24.97% (-1.9%)
8% less funds holding
Funds holding: 260 → 239 (-21)
25% less capital invested
Capital invested by funds: $613M → $459M (-$155M)
31% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $14.8M
45% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.64M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$7.94M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.48M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$4.88M |
| 5 |
Morgan Stanley
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$25.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.8M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$10.3M |
| 4 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$10.1M |
| 5 |
Millennium Management
New York
|
-$6.14M |
PBW Hedge Fund Activity: Q3 2021 in Review
239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2021, worth a combined $459M — down 25% from $613M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of PBW and 22 opened new positions — a net loss of 18 holders — while 67 trimmed existing stakes and 73 added.
The largest buyer was LPL Financial, adding an estimated $8.64M. The largest seller was Goldman Sachs, cutting an estimated $25.9M.
- 239 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2021, down from 260 in Q2 2021.
- Funds reported $459M of Invesco WilderHill Clean Energy ETF stock for Q3 2021, down 25% quarter-over-quarter.
- 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2021 and 40 closed out, a net change of -18 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2021 was LPL Financial, an estimated $8.64M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2021 was Goldman Sachs, an estimated $25.9M sold.
Based on aggregated 13F filings for Q3 2021.