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Invesco WilderHill Clean Energy ETF
PBW

259 hedge funds and large institutions have $773M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 95 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

121% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 43

20% more funds holding

Funds holding: 215 → 259 (+44)

13.66% less ownership

Funds ownership: 45% → 31.33% (-14%)

35% less capital invested

Capital invested by funds: $1.18B → $773M (-$411M)

46% less call options, than puts

Call options by funds: $20.3M | Put options by funds: $37.2M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
259
Holders Change
+44
Holders Change %
+20.47%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
95
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.8M
2
Bank of America
Bank of America
North Carolina
+$31M
3
Millennium Management
Millennium Management
New York
+$24M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$508M
2
MCM
Mainstay Capital Management
Michigan
-$37.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.6M
4
PS
Portfolio Strategies
New York
-$21.7M
5
MIM
Miller Investment Management
Pennsylvania
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$650K +$755K +6,607 New
BAM
102
Belpointe Asset Management
Nevada
$629K +$599K +5,241 +456%
SWAG
103
Spectrum Wealth Advisory Group
California
$629K +$731K +6,398 New
HFA
104
High Falls Advisors
New York
$622K +$723K +6,324 New
Wolverine Trading
105
Wolverine Trading
Illinois
$612K +$742K +6,489 New
FEM
106
Fulcrum Equity Management
Texas
$546K -$851K -7,447 -57%
JWM
107
JFG Wealth Management
Colorado
$543K -$135K -1,181 -18%
IFG
108
Independent Financial Group
California
$536K +$216K +1,890 +53%
NWA
109
Navis Wealth Advisors
New York
$526K +$177K +1,550 +41%
YIH
110
Y-Intercept (HK)
Hong Kong
$510K +$619K +5,414 New
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$508K +$590K +5,162 New
CS
112
Candriam SCA
Luxembourg
$504K – – –
MWM
113
MinichMacGregor Wealth Management
New York
$502K +$174K +1,524 +43%
LFASL
114
Lugano Financial Advisors SA (LFA)
Switzerland
$492K – – –
NCM
115
Next Capital Management
New York
$492K – – –
BAM
116
Barrett Asset Management
New York
$484K – – –
EH
117
Equitable Holdings
New York
$475K +$153K +1,340 +38%
WWM
118
Western Wealth Management
Colorado
$458K +$532K +4,654 New
PFO
119
Pathstone Family Office
New Jersey
$447K +$520K +4,548 New
GG
120
Gofen & Glossberg
Illinois
$426K – – –
FWCM
121
Ferguson Wellman Capital Management
Oregon
$423K – – –
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$423K +$492K +4,304 New
GW
123
GW & Wade
Massachusetts
$419K +$487K +4,259 New
CTC
124
Central Trust Company
Missouri
$411K +$113K +990 +31%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$410K +$476K +4,165 New
3 4
5
6 7

PBW Hedge Fund Activity: Q1 2021 in Review

259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2021, worth a combined $773M — down 35% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PBW positions and 29 closed out — a net gain of 48 holders — while 95 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $39.8M. The largest seller was Citigroup, cutting an estimated $508M.

  • 259 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2021, up from 215 in Q4 2020.
  • Funds reported $773M of Invesco WilderHill Clean Energy ETF stock for Q1 2021, down 35% quarter-over-quarter.
  • 77 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2021 and 29 closed out, a net change of +48 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2021 was Goldman Sachs, an estimated $39.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2021 was Citigroup, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2021.