Invesco WilderHill Clean Energy ETF
PBW
193 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.
32% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $1.4M
13% more capital invested
Capital invested by funds: $319M → $361M (+$42M)
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
5.18% more ownership
Funds ownership: 30.17% → 35.35% (+5.2%)
1% less funds holding
Funds holding: 194 → 193 (-1)
10% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.85M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$1.23M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.12M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$19.2M |
| 2 |
Morgan Stanley
New York
|
-$19.1M |
| 3 |
Goldman Sachs
New York
|
-$2.61M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.74M |
| 5 |
CG
Cutler Group
San Francisco,
California
|
-$1.53M |
PBW Hedge Fund Activity: Q3 2022 in Review
193 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2022, worth a combined $361M — up 13% from $319M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PBW positions and 20 closed out — a net gain of 2 holders — while 54 added to existing stakes and 60 trimmed.
The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $19.2M.
- 193 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2022, down from 194 in Q2 2022.
- Funds reported $361M of Invesco WilderHill Clean Energy ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2022 and 20 closed out, a net change of +2 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2022 was Bank of America, an estimated $72.7M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.2M sold.
Based on aggregated 13F filings for Q3 2022.