Invesco WilderHill Clean Energy ETF
PBW
165 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 13 closing their positions.
137% more call options, than puts
Call options by funds: $773K | Put options by funds: $326K
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
2% more funds holding
Funds holding: 162 → 165 (+3)
0.78% more ownership
Funds ownership: 24.33% → 25.11% (+0.78%)
8% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 51
26% less capital invested
Capital invested by funds: $171M → $127M (-$44.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$3.81M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.59M |
| 3 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$1.05M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$721K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$648K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.52M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.51M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.39M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.34M |
PBW Hedge Fund Activity: Q3 2023 in Review
165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2023, worth a combined $127M — down 26% from $171M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PBW positions and 13 closed out — a net gain of 6 holders — while 47 added to existing stakes and 51 trimmed.
The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $3.81M. The largest seller was Bank of America, cutting an estimated $10.9M.
- 165 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2023, up from 162 in Q2 2023.
- Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q3 2023, down 26% quarter-over-quarter.
- 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2023 was Bank Hapoalim BM, an estimated $3.81M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2023.