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Invesco WilderHill Clean Energy ETF
PBW

136 hedge funds and large institutions have $71.1M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

5.02% less ownership

Funds ownership: 29.48% → 24.46% (-5%)

7% less funds holding

Funds holding: 146 → 136 (-10)

34% less capital invested

Capital invested by funds: $108M → $71.1M (-$36.6M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

46% less call options, than puts

Call options by funds: $115K | Put options by funds: $212K

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
30
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$3.52M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$625K
4
Goldman Sachs
Goldman Sachs
New York
+$485K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$377K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$13.4M
2
Bank of America
Bank of America
North Carolina
-$4.95M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.77M
4
CI
CX Institutional
Indiana
-$1.7M
5
BHB
Bank Hapoalim BM
Israel
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
M
51
MOTCO
Texas
$89.2K – – –
TAM
52
Townsend Asset Management
North Carolina
$81.4K +$495 +23 +0.6%
Comerica Bank
53
Comerica Bank
Texas
$76.4K +$21.1K +980 +35%
SPIA
54
Steward Partners Investment Advisory
New York
$69.9K -$2.5K -116 -3%
CA
55
Continuum Advisory
Idaho
$60.6K – – –
NSIM
56
North Star Investment Management
Illinois
$56.7K -$12.5K -580 -17%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.3K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$54.2K -$35.2K -1,637 -38%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$50.8K +$65 +3 +0.1%
HPC
60
HM Payson & Co
Maine
$39.8K – – –
AFS
61
Annapolis Financial Services
Maryland
$31.7K – – –
AWM
62
Activest Wealth Management
Florida
$28.4K +$30.3K +1,408 New
AFG
63
Albion Financial Group
Utah
$28.1K -$35.5K -1,650 -54%
TLA
64
Tanglewood Legacy Advisors
Texas
$24.3K +$172 +8 +0.7%
FHA
65
First Horizon Advisors
Tennessee
$20.7K +$559 +26 +3%
IA
66
IFP Advisors
Florida
$20.5K – – –
CTC
67
Central Trust Company
Missouri
$20.1K – – –
NP
68
NorthRock Partners
Minnesota
$17.9K – – –
BIM
69
Breakwater Investment Management
Washington
$17.7K – – –
JWA
70
JFS Wealth Advisors
Pennsylvania
$16.4K – – –
EWM
71
EPG Wealth Management
Georgia
$16.2K -$17.3K -804 Closed
Barclays
72
Barclays
United Kingdom
$15.5K – – –
ATPW
73
Ashton Thomas Private Wealth
Arizona
$12.6K +$13.4K +625 New
HI
74
Harbour Investments
Wisconsin
$11.9K -$3.7K -172 -23%
ME
75
McIlrath & Eck
Washington
$11.7K +$86 +4 +0.7%
1 2
3
4 5

PBW Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2024, worth a combined $71.1M — down 34% from $108M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PBW and 15 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 36 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.52M. The largest seller was Citigroup, cutting an estimated $13.4M.

  • 136 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2024, down from 146 in Q1 2024.
  • Funds reported $71.1M of Invesco WilderHill Clean Energy ETF stock for Q2 2024, down 34% quarter-over-quarter.
  • 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2024 and 23 closed out, a net change of -8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2024 was Macquarie Group, an estimated $3.52M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2024 was Citigroup, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.