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Invesco WilderHill Clean Energy ETF

119 hedge funds and large institutions have $47.6M invested in Invesco WilderHill Clean Energy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 22.02%22.42% (+0.4%)

7% less funds holding

Funds holding: 128119 (-9)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $65.5M → $47.6M (-$17.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

90% less call options, than puts

Call options by funds: $19K | Put options by funds: $197K

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
27
Closed
19
Calls
$19K
Puts
$197K
Net Calls
-$178K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
51
Tanglewood Legacy Advisors
Texas
$19.2K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$18K +$18.9K +1,009 +747%
HPC
53
HM Payson & Co
Maine
$15.8K
JP Morgan Chase
54
JP Morgan Chase
New York
$15.6K -$6.54K -349 -26%
NP
55
NorthRock Partners
Minnesota
$13.4K
FHA
56
First Horizon Advisors
Tennessee
$12.5K -$10.1K -539 -40%
Barclays
57
Barclays
United Kingdom
$12.1K
JWA
58
JFS Wealth Advisors
Pennsylvania
$11.9K
IA
59
IFP Advisors
Florida
$11.6K -$712 -38 -5%
PWA
60
Physician Wealth Advisors
Utah
$11K
AWM
61
AE Wealth Management
Kansas
$9.33K -$14K -747 -56%
ME
62
McIlrath & Eck
Washington
$9.27K
FP
63
Financial Perspectives
Minnesota
$9.15K
VWM
64
Vermillion Wealth Management
Minnesota
$7.29K
SWA
65
SOA Wealth Advisors
New York
$5.78K
SFGP
66
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.76K +$6.86K +366 New
MEG
67
Millstone Evans Group
Colorado
$5.62K
GWSG
68
GPS Wealth Strategies Group
Colorado
$5.59K +$75 +4 +1%
1IA
69
1620 Investment Advisors
Massachusetts
$5.53K
BIM
70
Breakwater Investment Management
Washington
$5.21K
CB
71
Community Bank
New York
$5.08K
KSB
72
Kennebec Savings Bank
Maine
$4.77K
AWM
73
Activest Wealth Management
Florida
$4.72K -$8.99K -480 -62%
WSFS
74
Wilmington Savings Fund Society
Delaware
$4.53K
FWA
75
Flagship Wealth Advisors
Massachusetts
$4.47K

PBW Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2025, worth a combined $47.6M — down 27% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBW and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $4.51M. The largest seller was Citigroup, cutting an estimated $8.34M.

  • 119 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $47.6M of Invesco WilderHill Clean Energy ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2025 and 19 closed out, a net change of -7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2025 was Bank of America, an estimated $4.51M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2025 was Citigroup, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2025.