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Invesco WilderHill Clean Energy ETF
PBW

125 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $71.1M → $72.9M (+$1.76M)

0.22% less ownership

Funds ownership: 24.46% → 24.24% (-0.22%)

8% less funds holding

Funds holding: 136 → 125 (-11)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

28% less call options, than puts

Call options by funds: $114K | Put options by funds: $158K

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
125
Holders Change
-11
Holders Change %
-8.09%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
18
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$7.01M
2
UBS Group
UBS Group
Switzerland
+$3.24M
3
Bank of America
Bank of America
North Carolina
+$2.29M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
JGUA
John G. Ullman & Associates
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$4.45M
2
Macquarie Group
Macquarie Group
Australia
-$3.29M
3
Goldman Sachs
Goldman Sachs
New York
-$1.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
76
Carmichael Hill & Associates
Maryland
$6.69K – – –
CB
77
Community Bank
New York
$6.47K – – –
JIP
78
Jaffetilchin Investment Partners
Florida
$6.27K +$6.24K +313 New
KSB
79
Kennebec Savings Bank
Maine
$6.07K +$6.04K +303 New
ACA
80
Aptus Capital Advisors
Alabama
$6.01K +$996 +50 +20%
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.01K +$996 +50 +20%
YAL
82
Your Advocates Ltd
Texas
$5.85K – – –
WSFS
83
Wilmington Savings Fund Society
Delaware
$5.77K +$5.74K +288 New
RA
84
Ransom Advisory
Rhode Island
$5.01K – – –
FFA
85
Founders Financial Alliance
North Carolina
$4.41K – – –
CIAS
86
Capital Investment Advisory Services
North Carolina
$4.21K – – –
TF
87
Tompkins Financial
New York
$4.01K +$3.99K +200 New
PCFFS
88
Pacific Center for Financial Services
California
$4K -$1.18K -59 -23%
AIP
89
Ameritas Investment Partners
Nebraska
$3.95K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$3.58K -$7.08K -355 -66%
AF
91
Allworth Financial
California
$3.49K – – –
CFFP
92
Center for Financial Planning
Michigan
$3.21K – – –
US Bancorp
93
US Bancorp
Minnesota
$3K – – –
CHC
94
City Holding Co
West Virginia
$3K – – –
PCMC
95
Private Capital Management (Colorado)
Colorado
$2.69K – – –
FGA
96
Fortis Group Advisors
New Jersey
$2.66K – – –
GWM
97
Geneos Wealth Management
Colorado
$2.52K -$299 -15 -11%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$2.5K +$2.49K +125 New
WP
99
WealthShield Partners
North Carolina
$2.48K – – –
CA
100
Clearstead Advisors
Ohio
$2K – – –
2 3
4
5 6

PBW Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2024, worth a combined $72.9M — up 2.5% from $71.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 8 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 29 added.

The largest buyer was Citigroup, adding an estimated $7.01M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $4.45M.

  • 125 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2024, down from 136 in Q2 2024.
  • Funds reported $72.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2024 and 18 closed out, a net change of -10 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2024 was Citigroup, an estimated $7.01M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2024 was Harel Insurance Investments & Financial Services, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2024.