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Invesco WilderHill Clean Energy ETF
PBW

259 hedge funds and large institutions have $773M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 95 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

121% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 43

20% more funds holding

Funds holding: 215 → 259 (+44)

13.66% less ownership

Funds ownership: 45% → 31.33% (-14%)

35% less capital invested

Capital invested by funds: $1.18B → $773M (-$411M)

46% less call options, than puts

Call options by funds: $20.3M | Put options by funds: $37.2M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
259
Holders Change
+44
Holders Change %
+20.47%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
95
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.8M
2
Bank of America
Bank of America
North Carolina
+$31M
3
Millennium Management
Millennium Management
New York
+$24M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$508M
2
MCM
Mainstay Capital Management
Michigan
-$37.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.6M
4
PS
Portfolio Strategies
New York
-$21.7M
5
MIM
Miller Investment Management
Pennsylvania
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$1.15M +$1.33M +11,654 New
NSIM
77
North Star Investment Management
Illinois
$1.08M +$210K +1,837 +20%
APA
78
American Portfolios Advisors
New York
$1.07M +$658K +5,754 +112%
FHA
79
Flagship Harbor Advisors
Massachusetts
$1.04M +$1.21M +10,559 New
SPIA
80
Steward Partners Investment Advisory
New York
$1.01M +$690K +6,038 +142%
HI
81
Harbour Investments
Wisconsin
$1M +$1.17M +10,204 New
SAF
82
Smith Anglin Financial
Texas
$999K +$609K +5,328 +110%
CB
83
Commerce Bank
Missouri
$989K +$190K +1,660 +20%
SFP
84
Sandbox Financial Partners
Maryland
$982K +$1.13M +9,927 New
BCM
85
BTR Capital Management
California
$950K +$41.4K +362 +4%
MA
86
MONECO Advisors
Connecticut
$927K +$248K +2,169 +30%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$923K -$80K -700 -7%
Optiver Holding
88
Optiver Holding
Netherlands
$918K +$1.07M +9,333 New
KAS
89
Kestra Advisory Services
Texas
$902K +$155K +1,360 +17%
JWS
90
Juncture Wealth Strategies
Arizona
$891K +$1.08M +9,457 New
AWCI
91
Alpine Woods Capital Investors
New York
$886K – – –
V
92
Veritable
Delaware
$874K +$35.3K +309 +4%
FAIM
93
Financial Advocates Investment Management
Washington
$860K +$999K +8,743 New
GWM
94
Geneos Wealth Management
Colorado
$839K – – –
SG
95
Somerset Group
Minnesota
$818K +$950K +8,311 New
CA
96
Cetera Advisors
Colorado
$802K +$103K +901 +12%
PPW
97
Parcion Private Wealth
Washington
$801K – – –
CRIG
98
Charter Research & Investment Group
Connecticut
$702K – – –
CWM
99
Collaborative Wealth Management
Florida
$702K +$1.23M +10,782 New
NL
100
NWAM LLC
Washington
$667K -$512K -4,477 -40%
2 3
4
5 6

PBW Hedge Fund Activity: Q1 2021 in Review

259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2021, worth a combined $773M — down 35% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PBW positions and 29 closed out — a net gain of 48 holders — while 95 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $39.8M. The largest seller was Citigroup, cutting an estimated $508M.

  • 259 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2021, up from 215 in Q4 2020.
  • Funds reported $773M of Invesco WilderHill Clean Energy ETF stock for Q1 2021, down 35% quarter-over-quarter.
  • 77 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2021 and 29 closed out, a net change of +48 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2021 was Goldman Sachs, an estimated $39.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2021 was Citigroup, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2021.