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Invesco WilderHill Clean Energy ETF
PBW

128 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

2% more funds holding

Funds holding: 125 → 128 (+3)

2.22% less ownership

Funds ownership: 24.24% → 22.02% (-2.2%)

10% less capital invested

Capital invested by funds: $72.9M → $65.5M (-$7.41M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

86% less call options, than puts

Call options by funds: $50K | Put options by funds: $370K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
22
Reduced
40
Closed
16
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
Citigroup
New York
+$1.76M
2
Goldman Sachs
Goldman Sachs
New York
+$785K
3
AGM
Alpine Global Management
New York
+$763K
4
A
Allianz
Germany
+$612K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$552K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.9M
2
UBS Group
UBS Group
Switzerland
-$3.56M
3
GWP
Gateway Wealth Partners
Wisconsin
-$661K
4
Wells Fargo
Wells Fargo
California
-$500K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
76
Community Bank
New York
$6.46K – – –
KSB
77
Kennebec Savings Bank
Maine
$6.09K – – –
MA
78
Modus Advisors
Minnesota
$5.9K +$6.01K +295 New
WSFS
79
Wilmington Savings Fund Society
Delaware
$5.76K – – –
FWA
80
Flagship Wealth Advisors
Massachusetts
$5.68K +$5.79K +284 New
GRP
81
Global Retirement Partners
California
$5.11K +$5.22K +256 New
HI
82
Harbour Investments
Wisconsin
$4.78K -$7.16K -351 -59%
FFA
83
Founders Financial Alliance
North Carolina
$4.4K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$4.2K – – –
PCFFS
85
Pacific Center for Financial Services
California
$4.02K +$20 +1 +0.5%
CTC
86
Central Trust Company
Missouri
$4K -$16.3K -800 -80%
TF
87
Tompkins Financial
New York
$4K – – –
Citadel Advisors
88
Citadel Advisors
Florida
$3.98K +$4.06K +199 New
AIP
89
Ameritas Investment Partners
Nebraska
$3.94K – – –
AF
90
Allworth Financial
California
$3.46K – – –
HIMS
91
Hager Investment Management Services
New Hampshire
$3.34K +$3.4K +167 New
CFFP
92
Center for Financial Planning
Michigan
$3.2K – – –
NA
93
NewEdge Advisors
Louisiana
$3.02K -$87.6K -4,297 -97%
US Bancorp
94
US Bancorp
Minnesota
$3K – – –
CHC
95
City Holding Co
West Virginia
$3K – – –
ACA
96
Aptus Capital Advisors
Alabama
$2.8K -$3.26K -160 -53%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$2.7K -$897 -44 -25%
PCMC
98
Private Capital Management (Colorado)
Colorado
$2.68K – – –
FGA
99
Fortis Group Advisors
New Jersey
$2.66K – – –
YAL
100
Your Advocates Ltd
Texas
$2.62K -$3.28K -161 -55%
2 3
4
5 6

PBW Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2024, worth a combined $65.5M — down 10% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PBW positions and 16 closed out — a net gain of 7 holders — while 22 added to existing stakes and 40 trimmed.

The largest buyer was Citigroup, adding an estimated $1.76M. The largest seller was Bank of America, cutting an estimated $5.9M.

  • 128 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $65.5M of Invesco WilderHill Clean Energy ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 23 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2024 and 16 closed out, a net change of +7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2024 was Citigroup, an estimated $1.76M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2024 was Bank of America, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2024.