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Invesco WilderHill Clean Energy ETF
PBW

114 hedge funds and large institutions have $60M invested in Invesco WilderHill Clean Energy ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $47.6M → $60M (+$12.4M)

0.59% less ownership

Funds ownership: 22.42% → 21.82% (-0.59%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less funds holding

Funds holding: 119 → 114 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

35% less call options, than puts

Call options by funds: $231K | Put options by funds: $353K

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
29
Closed
18
Calls
$231K
Puts
$353K
Net Calls
-$122K
Net Calls Change
+$56K

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.66M
2
A
Allianz
Germany
+$774K
3
GS
GTS Securities
New York
+$759K
4
TRCT
Tower Research Capital (TRC)
New York
+$742K
5
UBS Group
UBS Group
Switzerland
+$607K

Top Sellers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
-$2.59M
2
JGUA
John G. Ullman & Associates
New York
-$1.84M
3
CI
CX Institutional
Indiana
-$648K
4
Bank of America
Bank of America
North Carolina
-$468K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$3.92K – – –
NA
77
NewEdge Advisors
Louisiana
$3.75K – – –
WSFS
78
Wilmington Savings Fund Society
Delaware
$3.75K -$1.72K -100 -35%
AAS
79
Ameritas Advisory Services
Nebraska
$3.59K +$3.1K +180 New
HIMS
80
Hager Investment Management Services
New Hampshire
$3.33K – – –
CFFP
81
Center for Financial Planning
Michigan
$3.19K – – –
HI
82
Harbour Investments
Wisconsin
$3.15K -$533 -31 -16%
STB
83
S&T Bank
Pennsylvania
$2.79K – – –
SC
84
SouthState Corp
Florida
$2.67K – – –
FGA
85
Fortis Group Advisors
New Jersey
$2.65K – – –
YAL
86
Your Advocates Ltd
Texas
$2.61K – – –
GWM
87
Geneos Wealth Management
Colorado
$2.51K -$2.17K -126 -50%
Kayne Anderson Rudnick Investment Management
88
Kayne Anderson Rudnick Investment Management
California
$2.49K – – –
WP
89
WealthShield Partners
North Carolina
$2.47K – – –
US Bancorp
90
US Bancorp
Minnesota
$2.27K -$620 -36 -24%
CA
91
Clearstead Advisors
Ohio
$1.99K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.91K +$1.65K +96 New
PSB
93
Piscataqua Savings Bank
New Hampshire
$1.41K – – –
FFA
94
Farther Finance Advisors
California
$1.31K – – –
RFA
95
Register Financial Advisors
Georgia
$1.29K – – –
MIM
96
MTM Investment Management
South Carolina
$1.1K – – –
TWC
97
TD Waterhouse Canada
Ontario, Canada
$1.08K – – –
ADL
98
Asset Dedication LLC
California
$917 – – –
NRC
99
New Republic Capital
North Carolina
$817 – – –
HCM
100
Hollencrest Capital Management
California
$697 – – –
2 3
4
5 6

PBW Hedge Fund Activity: Q2 2025 in Review

114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2025, worth a combined $60M — up 26% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 13 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $2.66M. The largest seller was Quadrature Capital, exiting entirely with an estimated $2.59M sold.

  • 114 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2025, down from 119 in Q1 2025.
  • Funds reported $60M of Invesco WilderHill Clean Energy ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $2.66M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2025 was Quadrature Capital, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.