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Invesco WilderHill Clean Energy ETF
PBW

193 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $1.4M

13% more capital invested

Capital invested by funds: $319M → $361M (+$42M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

5.18% more ownership

Funds ownership: 30.17% → 35.35% (+5.2%)

1% less funds holding

Funds holding: 194 → 193 (-1)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
193
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
54
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$72.7M
2
CS
Credit Suisse
Switzerland
+$2.85M
3
Fidelity International
Fidelity International
Bermuda
+$1.23M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.12M
5
CAN
Cetera Advisor Networks
California
+$790K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$19.2M
2
Morgan Stanley
Morgan Stanley
New York
-$19.1M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.74M
5
CG
Cutler Group
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$712K +$54 +1 +0%
EWA
52
EP Wealth Advisors
California
$711K +$29.2K +536 +4%
NA
53
Nottingham Advisors
New York
$677K +$766K +14,056 New
MWP
54
Moller Wealth Partners
$669K -$43.8K -805 -5%
AWM
55
Activest Wealth Management
Florida
$666K +$677K +12,431 New
CIBC World Market
56
CIBC World Market
Ontario, Canada
$658K -$258K -4,729 -26%
BCM
57
BTR Capital Management
California
$608K +$16.3K +300 +2%
MML Investors Services
58
MML Investors Services
Massachusetts
$570K +$9.8K +180 +2%
PAG
59
Private Advisor Group
New Jersey
$567K -$65.2K -1,197 -9%
HighTower Advisors
60
HighTower Advisors
Illinois
$534K +$3.49K +64 +0.6%
Wealthfront Advisers
61
Wealthfront Advisers
California
$509K +$185K +3,394 +47%
CMI
62
Clare Market Investments
Texas
$489K +$553K +10,155 New
V
63
Veritable
Delaware
$482K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$468K +$24K +440 +5%
CWA
65
CJM Wealth Advisers
Virginia
$461K -$7.52K -138 -1%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$456K -$47.4K -870 -8%
Mariner
67
Mariner
Kansas
$438K +$495K +9,092 New
CB
68
Commerce Bank
Missouri
$437K -$817 -15 -0.2%
AWCI
69
Alpine Woods Capital Investors
New York
$434K – – –
MCM
70
MAI Capital Management
Ohio
$425K +$1.42K +26 +0.3%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$422K -$35.8K -658 -7%
GSC
72
Ground Swell Capital
South Carolina
$410K +$463K +8,501 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$389K +$440K +8,069 New
BBVA
74
Banco Bilbao Vizcaya Argentaria
Spain
$380K +$430K +7,890 New
AWM
75
AE Wealth Management
Kansas
$374K +$423K +7,765 New
1 2
3
4 5

PBW Hedge Fund Activity: Q3 2022 in Review

193 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2022, worth a combined $361M — up 13% from $319M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 20 closed out — a net gain of 2 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $19.2M.

  • 193 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2022, down from 194 in Q2 2022.
  • Funds reported $361M of Invesco WilderHill Clean Energy ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2022 and 20 closed out, a net change of +2 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2022 was Bank of America, an estimated $72.7M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.