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Invesco WilderHill Clean Energy ETF

114 hedge funds and large institutions have $60M invested in Invesco WilderHill Clean Energy ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $47.6M → $60M (+$12.4M)

0.59% less ownership

Funds ownership: 22.42%21.82% (-0.59%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less funds holding

Funds holding: 119114 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

35% less call options, than puts

Call options by funds: $231K | Put options by funds: $353K

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
29
Closed
18
Calls
$231K
Puts
$353K
Net Calls
-$122K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
$20K
Barclays
52
Barclays
United Kingdom
$15.3K
IA
53
IFP Advisors
Florida
$15.1K +$361 +21 +3%
TAM
54
Townsend Asset Management
North Carolina
$14.7K -$34.7K -2,018 -73%
PWA
55
Physician Wealth Advisors
Utah
$14.7K +$637 +37 +5%
FHA
56
First Horizon Advisors
Tennessee
$14.2K -$1.41K -82 -10%
ME
57
McIlrath & Eck
Washington
$11.8K +$17 +1 +0.2%
FP
58
Financial Perspectives
Minnesota
$11.6K
FWA
59
Flagship Wealth Advisors
Massachusetts
$11.6K +$5.09K +296 +104%
GWS
60
Glassman Wealth Services
Virginia
$11.4K +$9.84K +572 New
VWM
61
Vermillion Wealth Management
Minnesota
$9.25K +$17 +1 +0.2%
SWA
62
SOA Wealth Advisors
New York
$7.33K +$17 +1 +0.3%
MEG
63
Millstone Evans Group
Colorado
$7.11K
1IA
64
1620 Investment Advisors
Massachusetts
$6.99K
BIM
65
Breakwater Investment Management
Washington
$6.59K
CB
66
Community Bank
New York
$6.43K
GWSG
67
GPS Wealth Strategies Group
Colorado
$6.25K -$706 -41 -12%
EWM
68
Evolution Wealth Management
Florida
$6.2K +$5.35K +311 New
KSB
69
Kennebec Savings Bank
Maine
$6.04K
AWM
70
Activest Wealth Management
Florida
$5.98K
MYIA
71
Mount Yale Investment Advisors
Colorado
$5.18K +$4.47K +260 New
GRP
72
Global Retirement Partners
California
$5.1K +$4.41K +256 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4.47K -$15.8K -919 -80%
PCFFS
74
Pacific Center for Financial Services
California
$4.01K
CTC
75
Central Trust Company
Missouri
$3.98K

PBW Hedge Fund Activity: Q2 2025 in Review

114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2025, worth a combined $60M — up 26% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 13 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $2.66M. The largest seller was Quadrature Capital, exiting entirely with an estimated $2.59M sold.

  • 114 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2025, down from 119 in Q1 2025.
  • Funds reported $60M of Invesco WilderHill Clean Energy ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $2.66M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2025 was Quadrature Capital, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.