We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF

188 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 193188 (-5)

8.38% less ownership

Funds ownership: 35.35%26.97% (-8.4%)

12% less call options, than puts

Call options by funds: $606K | Put options by funds: $690K

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

43% less capital invested

Capital invested by funds: $361M → $205M (-$156M)

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
42
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$72.6K +$84.3K +1,895 New
JIR
102
James Investment Research
Ohio
$70K -$5.56K -125 -6%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$66K +$31K +697 +68%
IA
104
IFP Advisors
Florida
$65K +$95.2K +2,140 +624%
AFS
105
Annapolis Financial Services
Maryland
$60.3K
TLA
106
Tanglewood Legacy Advisors
Texas
$50K +$58.1K +1,305 New
CTC
107
Central Trust Company
Missouri
$49.6K -$59.4K -1,336 -51%
BAAM
108
Baker Avenue Asset Management
California
$48.3K +$56.1K +1,260 New
CFGS
109
Concourse Financial Group Securities
Alabama
$44.8K +$5.78K +130 +13%
SBL
110
Sargent Bickham Lagudis
Colorado
$39.4K
M
111
MOTCO
Texas
$37K
BTI
112
Blue Trust Inc
Georgia
$36K
JWA
113
JFS Wealth Advisors
Pennsylvania
$33.8K
William Blair & Company
114
William Blair & Company
Illinois
$28.5K -$445 -10 -1%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$28K
AC
116
AlphaCore Capital
California
$26.8K
CB
117
Community Bank
New York
$26.2K
EWM
118
EPG Wealth Management
Georgia
$26K
UCB
119
United Community Bank
South Carolina
$24.3K +$28.3K +635 New
ME
120
McIlrath & Eck
Washington
$22K
SWA
121
SOA Wealth Advisors
New York
$21.2K +$400 +9 +2%
FP
122
Financial Perspectives
Minnesota
$21.2K
CHC
123
City Holding Co
West Virginia
$20.9K
AF
124
Allworth Financial
California
$19.9K +$1.25K +28 +6%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$18.7K -$844K -18,979 -97%

PBW Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2022, worth a combined $205M — down 43% from $361M a quarter earlier.

Fund positioning in PBW was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 42 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $889K. The largest seller was Bank of America, cutting an estimated $46M.

  • 188 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2022, down from 193 in Q3 2022.
  • Funds reported $205M of Invesco WilderHill Clean Energy ETF stock for Q4 2022, down 43% quarter-over-quarter.
  • 29 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2022 was Jane Street, an estimated $889K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2022 was Bank of America, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2022.