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Invesco WilderHill Clean Energy ETF
PBW

193 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $1.4M

13% more capital invested

Capital invested by funds: $319M → $361M (+$42M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

5.18% more ownership

Funds ownership: 30.17% → 35.35% (+5.2%)

1% less funds holding

Funds holding: 194 → 193 (-1)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
193
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
54
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$72.7M
2
CS
Credit Suisse
Switzerland
+$2.85M
3
Fidelity International
Fidelity International
Bermuda
+$1.23M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.12M
5
CAN
Cetera Advisor Networks
California
+$790K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$19.2M
2
Morgan Stanley
Morgan Stanley
New York
-$19.1M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.74M
5
CG
Cutler Group
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$358K +$80.8K +1,484 +25%
MIH
77
Meitav Investment House
Israel
$352K – – –
CRIG
78
Charter Research & Investment Group
Connecticut
$346K +$3K +55 +0.8%
JWM
79
JFG Wealth Management
Colorado
$345K – – –
IWM
80
IHT Wealth Management
Illinois
$340K +$77.7K +1,426 +25%
AWA
81
Arete Wealth Advisors
Illinois
$335K +$123K +2,262 +48%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K -$13.1K -240 -3%
MA
83
Mutual Advisors
Nebraska
$313K +$4.68K +86 +1%
EGWAG
84
Elwood & Goetz Wealth Advisory Group
Georgia
$311K +$490 +9 +0.1%
AWS
85
Atria Wealth Solutions
New York
$306K -$944K -17,324 -73%
QIM
86
Quantitative Investment Management
Virginia
$303K -$181K -3,315 -35%
EH
87
Equitable Holdings
New York
$294K -$654 -12 -0.2%
TF
88
TIAA FSB
Florida
$279K – – –
SEA
89
Stegent Equity Advisors
Texas
$276K -$478K -8,767 -60%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$275K -$133K -2,440 -30%
EB
91
Eastern Bank
Massachusetts
$273K – – –
GVAG
92
Great Valley Advisor Group
Delaware
$260K – – –
SIG
93
Sargent Investment Group
Maryland
$257K -$269K -4,934 -49%
OMC
94
Old Mission Capital
Illinois
$251K +$283K +5,200 New
Citadel Advisors
95
Citadel Advisors
Florida
$249K +$281K +5,167 New
AG
96
Appleton Group
Wisconsin
$243K +$275K +5,051 New
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$241K – – –
Creative Planning
98
Creative Planning
Kansas
$227K +$1.2K +22 +0.5%
NA
99
NewEdge Advisors
Louisiana
$223K +$9.8K +180 +4%
TWM
100
Tradition Wealth Management
Minnesota
$213K -$100K -1,842 -29%
2 3
4
5 6

PBW Hedge Fund Activity: Q3 2022 in Review

193 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2022, worth a combined $361M — up 13% from $319M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 20 closed out — a net gain of 2 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $19.2M.

  • 193 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2022, down from 194 in Q2 2022.
  • Funds reported $361M of Invesco WilderHill Clean Energy ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2022 and 20 closed out, a net change of +2 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2022 was Bank of America, an estimated $72.7M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.