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Invesco WilderHill Clean Energy ETF
PBW

125 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $71.1M → $72.9M (+$1.76M)

0.22% less ownership

Funds ownership: 24.46% → 24.24% (-0.22%)

8% less funds holding

Funds holding: 136 → 125 (-11)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

28% less call options, than puts

Call options by funds: $114K | Put options by funds: $158K

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
125
Holders Change
-11
Holders Change %
-8.09%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
18
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$7.01M
2
UBS Group
UBS Group
Switzerland
+$3.24M
3
Bank of America
Bank of America
North Carolina
+$2.29M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
JGUA
John G. Ullman & Associates
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$4.45M
2
Macquarie Group
Macquarie Group
Australia
-$3.29M
3
Goldman Sachs
Goldman Sachs
New York
-$1.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
Sachetta
Massachusetts
$2K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.81K – – –
PA
103
Parallel Advisors
California
$1.63K -$20 -1 -1%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$1.52K – – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
PSB
106
Piscataqua Savings Bank
New Hampshire
$1.42K – – –
BONH
107
Bank of New Hampshire
New Hampshire
$1.3K – – –
RFA
108
Register Financial Advisors
Georgia
$1.3K – – –
LC
109
Lindbrook Capital
California
$1.16K – – –
MIM
110
MTM Investment Management
South Carolina
$1.11K – – –
SAM
111
Smartleaf Asset Management
Massachusetts
$1K – – –
HIIFS
112
Harel Insurance Investments & Financial Services
Israel
$1K -$4.45M -223,200 -100%
ADL
113
Asset Dedication LLC
California
$922 – – –
QCG
114
Quadrant Capital Group
Ohio
$870 – – –
NRC
115
New Republic Capital
North Carolina
$821 – – –
HCM
116
Hollencrest Capital Management
California
$701 – – –
Franklin Resources
117
Franklin Resources
California
$635 – – –
AAG
118
Armstrong Advisory Group
Massachusetts
$601 – – –
PS
119
Principal Securities
Iowa
$501 – – –
RIL
120
Rothschild Investment LLC
Illinois
$300 – – –
NFSG
121
Newbridge Financial Services Group
Florida
$140 – – –
SMA
122
Sage Mountain Advisors
Georgia
$87 – – –
EWA
123
EverSource Wealth Advisors
Alabama
$60 – – –
CPA
124
Clear Point Advisors
New York
$22 – – –
Macquarie Group
125
Macquarie Group
Australia
– -$3.29M -163,502 Closed
2 3 4
5
6

PBW Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2024, worth a combined $72.9M — up 2.5% from $71.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 8 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 29 added.

The largest buyer was Citigroup, adding an estimated $7.01M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $4.45M.

  • 125 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2024, down from 136 in Q2 2024.
  • Funds reported $72.9M of Invesco WilderHill Clean Energy ETF stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 8 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2024 and 18 closed out, a net change of -10 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2024 was Citigroup, an estimated $7.01M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2024 was Harel Insurance Investments & Financial Services, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2024.