We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

146 hedge funds and large institutions have $108M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $618K | Put options by funds: $263K

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.3% less ownership

Funds ownership: 29.78% → 29.48% (-0.3%)

11% less funds holding

Funds holding: 164 → 146 (-18)

24% less capital invested

Capital invested by funds: $142M → $108M (-$34.2M)

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
146
Holders Change
-18
Holders Change %
-10.98%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
42
Reduced
42
Closed
33
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
Citigroup
New York
+$15M
2
Bank of America
Bank of America
North Carolina
+$5.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.9M
4
CI
CX Institutional
Indiana
+$1.77M
5
QC
Quadrature Capital
United Kingdom
+$647K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.1M
2
AFA
Arlington Financial Advisors
California
-$5.07M
3
LPL Financial
LPL Financial
California
-$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
5
IW
Instrumental Wealth
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
101
Ransom Advisory
Rhode Island
$5.76K +$6.01K +250 New
FFA
102
Founders Financial Alliance
North Carolina
$5.07K – – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$4.84K – – –
AIP
104
Ameritas Investment Partners
Nebraska
$4.54K – – –
CHC
105
City Holding Co
West Virginia
$4.38K -$6.97K -290 -60%
SA
106
Scarborough Advisors
Maryland
$4.3K +$48 +2 +1%
PWA
107
Provenance Wealth Advisors
Florida
$4.17K – – –
AF
108
Allworth Financial
California
$4.01K -$8.07K -336 -66%
PTC
109
Private Trust Company
Ohio
$4.01K +$4.18K +174 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CFFP
111
Center for Financial Planning
Michigan
$3.69K – – –
US Bancorp
112
US Bancorp
Minnesota
$3.46K – – –
AWM
113
Avior Wealth Management
Nebraska
$3.41K +$2.45K +102 +222%
PCMC
114
Private Capital Management (Colorado)
Colorado
$3.09K – – –
FGA
115
Fortis Group Advisors
New Jersey
$3.06K -$3.2K -133 -50%
S
116
Sachetta
Massachusetts
$2.97K – – –
WP
117
WealthShield Partners
North Carolina
$2.86K – – –
TF
118
Tompkins Financial
New York
$2.31K +$2.4K +100 New
CA
119
Clearstead Advisors
Ohio
$2.16K – – –
RFA
120
Register Financial Advisors
Georgia
$2.12K – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$2.08K -$9.18K -382 -81%
TSWM
122
Tyler-Stone Wealth Management
Ohio
$1.84K – – –
TWC
123
TD Waterhouse Canada
Ontario, Canada
$1.74K – – –
BCWM
124
Bartlett & Co Wealth Management
Ohio
$1.71K – – –
PP
125
Pacifica Partners
Canada
$1.64K – – –
3 4
5
6 7

PBW Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2024, worth a combined $108M — down 24% from $142M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBW and 16 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 42 added.

The largest buyer was Citigroup, adding an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 146 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $108M of Invesco WilderHill Clean Energy ETF stock for Q1 2024, down 24% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2024 and 33 closed out, a net change of -17 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2024 was Citigroup, an estimated $15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2024.