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Invesco WilderHill Clean Energy ETF
PBW

188 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 193 → 188 (-5)

8.38% less ownership

Funds ownership: 35.35% → 26.97% (-8.4%)

12% less call options, than puts

Call options by funds: $606K | Put options by funds: $690K

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

43% less capital invested

Capital invested by funds: $361M → $205M (-$156M)

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
42
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$889K
2
Cerity Partners
Cerity Partners
New York
+$797K
3
NA
NewEdge Advisors
Louisiana
+$681K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$622K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$574K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$46M
2
JP Morgan Chase
JP Morgan Chase
New York
-$23M
3
CS
Credit Suisse
Switzerland
-$5.8M
4
Morgan Stanley
Morgan Stanley
New York
-$4.72M
5
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
76
Charter Research & Investment Group
Connecticut
$276K – – –
PAG
77
Private Advisor Group
New Jersey
$263K -$91.6K -2,059 -18%
IWM
78
IHT Wealth Management
Illinois
$263K -$8.1K -182 -3%
EGWAG
79
Elwood & Goetz Wealth Advisory Group
Georgia
$257K +$11.4K +257 +4%
AWS
80
Atria Wealth Solutions
New York
$245K +$1.51K +34 +0.5%
TF
81
TIAA FSB
Florida
$222K – – –
CWA
82
CJM Wealth Advisers
Virginia
$220K -$170K -3,817 -40%
EB
83
Eastern Bank
Massachusetts
$217K – – –
GVAG
84
Great Valley Advisor Group
Delaware
$207K – – –
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$192K – – –
TWM
86
Tradition Wealth Management
Minnesota
$170K +$712 +16 +0.4%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$168K +$22.5K +506 +13%
TAM
88
Townsend Asset Management
North Carolina
$149K +$2.31K +52 +1%
Fidelity International
89
Fidelity International
Bermuda
$148K -$1.15M -25,931 -87%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$154K -3,455 -51%
HR
91
Howe & Rusling
New York
$119K – – –
AFG
92
Albion Financial Group
Utah
$117K – – –
HI
93
Harbour Investments
Wisconsin
$113K -$32.3K -725 -20%
GWM
94
Geneos Wealth Management
Colorado
$111K – – –
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$106K -$13.1K -295 -10%
ASN
96
Advisory Services Network
Georgia
$105K +$122K +2,731 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$80K -$934 -21 -1%
Barclays
98
Barclays
United Kingdom
$76.2K – – –
HPC
99
HM Payson & Co
Maine
$75.7K – – –
VNA
100
Valley National Advisers
Pennsylvania
$73K – – –
2 3
4
5 6

PBW Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2022, worth a combined $205M — down 43% from $361M a quarter earlier.

Fund positioning in PBW was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 42 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $889K. The largest seller was Bank of America, cutting an estimated $46M.

  • 188 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2022, down from 193 in Q3 2022.
  • Funds reported $205M of Invesco WilderHill Clean Energy ETF stock for Q4 2022, down 43% quarter-over-quarter.
  • 29 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2022 was Jane Street, an estimated $889K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2022 was Bank of America, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2022.