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Invesco WilderHill Clean Energy ETF
PBW

136 hedge funds and large institutions have $71.1M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

5.02% less ownership

Funds ownership: 29.48% → 24.46% (-5%)

7% less funds holding

Funds holding: 146 → 136 (-10)

34% less capital invested

Capital invested by funds: $108M → $71.1M (-$36.6M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

46% less call options, than puts

Call options by funds: $115K | Put options by funds: $212K

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
30
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$3.52M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$625K
4
Goldman Sachs
Goldman Sachs
New York
+$485K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$377K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$13.4M
2
Bank of America
Bank of America
North Carolina
-$4.95M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.77M
4
CI
CX Institutional
Indiana
-$1.7M
5
BHB
Bank Hapoalim BM
Israel
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
76
Financial Perspectives
Minnesota
$11.7K +$86 +4 +0.7%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$10.8K +$11.1K +517 +3,041%
SWA
78
SOA Wealth Advisors
New York
$10.2K -$1.55K -72 -13%
RCM
79
Rain Capital Management
Oregon
$9.97K – – –
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$9.85K – – –
GRP
81
Global Retirement Partners
California
$8.74K +$22 +1 +0.2%
GWSG
82
GPS Wealth Strategies Group
Colorado
$7.04K +$22 +1 +0.3%
CHA
83
Carmichael Hill & Associates
Maryland
$6.73K – – –
CB
84
Community Bank
New York
$6.5K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.24K +104 +54%
Simplex Trading
86
Simplex Trading
Illinois
$6K +$6.73K +313 New
YAL
87
Your Advocates Ltd
Texas
$5.88K -$495 -23 -7%
PCFFS
88
Pacific Center for Financial Services
California
$5.22K +$22 +1 +0.4%
ACA
89
Aptus Capital Advisors
Alabama
$5.04K – – –
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.04K – – –
RA
91
Ransom Advisory
Rhode Island
$5.04K – – –
FFA
92
Founders Financial Alliance
North Carolina
$4.43K – – –
1IA
93
1620 Investment Advisors
Massachusetts
$4.25K +$4.54K +211 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$4.23K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$3.97K – – –
SA
96
Scarborough Advisors
Maryland
$3.78K +$22 +1 +0.5%
AF
97
Allworth Financial
California
$3.77K – – –
IAIM
98
International Assets Investment Management
Florida
$3.63K +$3.87K +180 New
TWP
99
Triad Wealth Partners
Kansas
$3.53K +$3.76K +175 New
CFFP
100
Center for Financial Planning
Michigan
$3.22K – – –
2 3
4
5 6

PBW Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2024, worth a combined $71.1M — down 34% from $108M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PBW and 15 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 36 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.52M. The largest seller was Citigroup, cutting an estimated $13.4M.

  • 136 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2024, down from 146 in Q1 2024.
  • Funds reported $71.1M of Invesco WilderHill Clean Energy ETF stock for Q2 2024, down 34% quarter-over-quarter.
  • 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2024 and 23 closed out, a net change of -8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2024 was Macquarie Group, an estimated $3.52M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2024 was Citigroup, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.