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Invesco WilderHill Clean Energy ETF
PBW

119 hedge funds and large institutions have $47.6M invested in Invesco WilderHill Clean Energy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 22.02% → 22.42% (+0.4%)

7% less funds holding

Funds holding: 128 → 119 (-9)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $65.5M → $47.6M (-$17.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

90% less call options, than puts

Call options by funds: $19K | Put options by funds: $197K

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
27
Closed
19
Calls
$19K
Puts
$197K
Net Calls
-$178K
Net Calls Change
+$142K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.51M
2
QC
Quadrature Capital
United Kingdom
+$3.08M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.94M
4
Goldman Sachs
Goldman Sachs
New York
+$900K
5
CI
CX Institutional
Indiana
+$873K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.34M
2
Morgan Stanley
Morgan Stanley
New York
-$2.89M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.43M
4
TRCT
Tower Research Capital (TRC)
New York
-$879K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
EPG Wealth Management
Georgia
$4.22K -$5.02K -268 -50%
GWM
77
Geneos Wealth Management
Colorado
$3.97K +$2.36K +126 +100%
PCFFS
78
Pacific Center for Financial Services
California
$3.16K – – –
CTC
79
Central Trust Company
Missouri
$3.15K – – –
TF
80
Tompkins Financial
New York
$3.15K – – –
AIP
81
Ameritas Investment Partners
Nebraska
$3.1K – – –
HI
82
Harbour Investments
Wisconsin
$2.98K -$936 -50 -21%
NA
83
NewEdge Advisors
Louisiana
$2.96K +$693 +37 +25%
HIMS
84
Hager Investment Management Services
New Hampshire
$2.63K – – –
CFFP
85
Center for Financial Planning
Michigan
$2.52K – – –
CHC
86
City Holding Co
West Virginia
$2.36K – – –
US Bancorp
87
US Bancorp
Minnesota
$2.36K – – –
AF
88
Allworth Financial
California
$2.28K -$524 -28 -16%
STB
89
S&T Bank
Pennsylvania
$2.2K +$2.62K +140 New
SC
90
SouthState Corp
Florida
$2.11K +$2.51K +134 New
FGA
91
Fortis Group Advisors
New Jersey
$2.09K – – –
YAL
92
Your Advocates Ltd
Texas
$2.06K – – –
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$1.97K – – –
WP
94
WealthShield Partners
North Carolina
$1.95K – – –
PTC
95
Private Trust Company
Ohio
$1.84K +$2.19K +117 New
CA
96
Clearstead Advisors
Ohio
$1.57K – – –
PA
97
Parallel Advisors
California
$1.28K +$19 +1 +1%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$1.17K – – –
PSB
99
Piscataqua Savings Bank
New Hampshire
$1.12K – – –
FFA
100
Farther Finance Advisors
California
$1.05K +$1.09K +58 +725%
2 3
4
5 6

PBW Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2025, worth a combined $47.6M — down 27% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBW and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $4.51M. The largest seller was Citigroup, cutting an estimated $8.34M.

  • 119 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $47.6M of Invesco WilderHill Clean Energy ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2025 and 19 closed out, a net change of -7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2025 was Bank of America, an estimated $4.51M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2025 was Citigroup, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2025.