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Invesco WilderHill Clean Energy ETF

194 hedge funds and large institutions have $319M invested in Invesco WilderHill Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 29.95%30.17% (+0.22%)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

11% less funds holding

Funds holding: 219194 (-25)

24% less capital invested

Capital invested by funds: $420M → $319M (-$101M)

36% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $2.36M

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
194
Holders Change
-25
Holders Change %
-11.42%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
57
Closed
40
Calls
$1.5M
Puts
$2.36M
Net Calls
-$858K
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$672K -$56.6K -1,078 -7%
MWP
52
Moller Wealth Partners
$671K +$122K +2,323 +19%
SEA
53
Stegent Equity Advisors
Texas
$663K -$775K -14,763 -50%
ASFA
54
All Season Financial Advisors
Colorado
$661K +$760K +14,469 New
EWA
55
EP Wealth Advisors
California
$650K
CAN
56
Cetera Advisor Networks
California
$624K +$55.4K +1,055 +8%
VNA
57
Valley National Advisers
Pennsylvania
$616K +$14K +266 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$596K -$77.6K -1,479 -11%
PAG
59
Private Advisor Group
New Jersey
$592K -$328K -6,254 -33%
CI
60
CX Institutional
Indiana
$587K -$209K -3,987 -24%
BCM
61
BTR Capital Management
California
$563K +$787 +15 +0.1%
MML Investors Services
62
MML Investors Services
Massachusetts
$533K +$108K +2,055 +21%
HighTower Advisors
63
HighTower Advisors
Illinois
$505K -$207K -3,934 -26%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$473K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$469K -$3M -57,148 -85%
SIG
66
Sargent Investment Group
Maryland
$464K -$207K -3,934 -28%
V
67
Veritable
Delaware
$458K
CWM
68
Collaborative Wealth Management
Florida
$448K +$515K +9,809 New
CWA
69
CJM Wealth Advisers
Virginia
$443K +$55.2K +1,052 +12%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$439K
QIM
71
Quantitative Investment Management
Virginia
$439K +$504K +9,606 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$431K -$40.2K -766 -8%
BRWA
73
B. Riley Wealth Advisors
Florida
$423K -$9.5K -181 -2%
CB
74
Commerce Bank
Missouri
$416K -$10.8K -205 -2%
AWCI
75
Alpine Woods Capital Investors
New York
$411K

PBW Hedge Fund Activity: Q2 2022 in Review

194 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2022, worth a combined $319M — down 24% from $420M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PBW and 19 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $45.3M. The largest seller was Bank of America, cutting an estimated $26M.

  • 194 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $319M of Invesco WilderHill Clean Energy ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2022 and 40 closed out, a net change of -21 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $45.3M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2022 was Bank of America, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2022.