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Invesco WilderHill Clean Energy ETF

188 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 193188 (-5)

8.38% less ownership

Funds ownership: 35.35%26.97% (-8.4%)

12% less call options, than puts

Call options by funds: $606K | Put options by funds: $690K

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

43% less capital invested

Capital invested by funds: $361M → $205M (-$156M)

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
42
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
51
Retirement Income Solutions
Michigan
$502K -$75.5K -1,696 -11%
MML Investors Services
52
MML Investors Services
Massachusetts
$499K +$52.6K +1,182 +10%
MWP
53
Moller Wealth Partners
$497K -$40.8K -917 -7%
NA
54
NewEdge Advisors
Louisiana
$485K +$681K +15,300 +330%
BBVA
55
Banco Bilbao Vizcaya Argentaria
Spain
$483K +$210K +4,710 +60%
LWM
56
Laidlaw Wealth Management
New York
$478K +$555K +12,473 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$452K +$270K +6,072 +106%
TRCT
58
Tower Research Capital (TRC)
New York
$428K -$761K -17,098 -60%
Corient Private Wealth
59
Corient Private Wealth
Florida
$424K +$492K +11,055 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$411K +$118K +2,645 +33%
Mariner
61
Mariner
Kansas
$390K +$48.5K +1,090 +12%
V
62
Veritable
Delaware
$384K
Neuberger Berman Group
63
Neuberger Berman Group
New York
$382K +$22.2K +500 +5%
JWM
64
JFG Wealth Management
Colorado
$347K +$83.4K +1,874 +26%
D
65
Diversified
Delaware
$338K -$290K -6,513 -42%
CB
66
Commerce Bank
Missouri
$336K -$14.8K -332 -4%
WWM
67
Western Wealth Management
Colorado
$332K -$355K -7,980 -48%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$325K -$12.5K -280 -3%
BRWA
69
B. Riley Wealth Advisors
Florida
$324K -$55.3K -1,242 -13%
KAS
70
Kestra Advisory Services
Texas
$307K +$25.4K +571 +8%
IFG
71
Independent Financial Group
California
$305K +$159K +3,576 +82%
Prudential Financial
72
Prudential Financial
New Jersey
$300K +$349K +7,838 New
AWM
73
AE Wealth Management
Kansas
$298K +$801 +18 +0.2%
MCM
74
MAI Capital Management
Ohio
$283K -$63.3K -1,423 -16%
MIH
75
Meitav Investment House
Israel
$280K

PBW Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2022, worth a combined $205M — down 43% from $361M a quarter earlier.

Fund positioning in PBW was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 42 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $889K. The largest seller was Bank of America, cutting an estimated $46M.

  • 188 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2022, down from 193 in Q3 2022.
  • Funds reported $205M of Invesco WilderHill Clean Energy ETF stock for Q4 2022, down 43% quarter-over-quarter.
  • 29 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2022 was Jane Street, an estimated $889K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2022 was Bank of America, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2022.