Invesco WilderHill Clean Energy ETF
PBW
128 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
2% more funds holding
Funds holding: 125 → 128 (+3)
2.22% less ownership
Funds ownership: 24.24% → 22.02% (-2.2%)
10% less capital invested
Capital invested by funds: $72.9M → $65.5M (-$7.41M)
45% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 40
86% less call options, than puts
Call options by funds: $50K | Put options by funds: $370K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.76M |
| 2 |
Goldman Sachs
New York
|
+$785K |
| 3 |
AGM
Alpine Global Management
New York
|
+$763K |
| 4 |
A
Allianz
Munich,
Germany
|
+$612K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.56M |
| 3 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$661K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$500K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$391K |
PBW Hedge Fund Activity: Q4 2024 in Review
128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2024, worth a combined $65.5M — down 10% from $72.9M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PBW positions and 16 closed out — a net gain of 7 holders — while 22 added to existing stakes and 40 trimmed.
The largest buyer was Citigroup, adding an estimated $1.76M. The largest seller was Bank of America, cutting an estimated $5.9M.
- 128 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2024, up from 125 in Q3 2024.
- Funds reported $65.5M of Invesco WilderHill Clean Energy ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 23 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2024 and 16 closed out, a net change of +7 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2024 was Citigroup, an estimated $1.76M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2024 was Bank of America, an estimated $5.9M sold.
Based on aggregated 13F filings for Q4 2024.