Invesco WilderHill Clean Energy ETF
PBW
125 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 18 closing their positions.
2% more capital invested
Capital invested by funds: $71.1M → $72.9M (+$1.76M)
0.22% less ownership
Funds ownership: 24.46% → 24.24% (-0.22%)
8% less funds holding
Funds holding: 136 → 125 (-11)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
28% less call options, than puts
Call options by funds: $114K | Put options by funds: $158K
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$7.01M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.29M |
| 4 |
Morgan Stanley
New York
|
+$1.49M |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$4.45M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.29M |
| 3 |
Goldman Sachs
New York
|
-$1.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$1.23M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.17M |
PBW Hedge Fund Activity: Q3 2024 in Review
125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2024, worth a combined $72.9M — up 2.5% from $71.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PBW and 8 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 29 added.
The largest buyer was Citigroup, adding an estimated $7.01M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $4.45M.
- 125 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2024, down from 136 in Q2 2024.
- Funds reported $72.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2024, up 2.5% quarter-over-quarter.
- 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2024 and 18 closed out, a net change of -10 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2024 was Citigroup, an estimated $7.01M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2024 was Harel Insurance Investments & Financial Services, an estimated $4.45M sold.
Based on aggregated 13F filings for Q3 2024.