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Invesco WilderHill Clean Energy ETF
PBW

128 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

2% more funds holding

Funds holding: 125 → 128 (+3)

2.22% less ownership

Funds ownership: 24.24% → 22.02% (-2.2%)

10% less capital invested

Capital invested by funds: $72.9M → $65.5M (-$7.41M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

86% less call options, than puts

Call options by funds: $50K | Put options by funds: $370K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
22
Reduced
40
Closed
16
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
Citigroup
New York
+$1.76M
2
Goldman Sachs
Goldman Sachs
New York
+$785K
3
AGM
Alpine Global Management
New York
+$763K
4
A
Allianz
Germany
+$612K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$552K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.9M
2
UBS Group
UBS Group
Switzerland
-$3.56M
3
GWP
Gateway Wealth Partners
Wisconsin
-$661K
4
Wells Fargo
Wells Fargo
California
-$500K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$2.52K – – –
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$2.5K – – –
SWM
103
Spire Wealth Management
Virginia
$2.5K +$2.55K +125 New
WP
104
WealthShield Partners
North Carolina
$2.48K – – –
CA
105
Clearstead Advisors
Ohio
$2K – – –
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.8K – – –
PA
107
Parallel Advisors
California
$1.63K – – –
TWC
108
TD Waterhouse Canada
Ontario, Canada
$1.56K – – –
BCWM
109
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
PSB
110
Piscataqua Savings Bank
New Hampshire
$1.42K – – –
RFA
111
Register Financial Advisors
Georgia
$1.3K – – –
MIM
112
MTM Investment Management
South Carolina
$1.1K – – –
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$1K – – –
ADL
114
Asset Dedication LLC
California
$921 – – –
QCG
115
Quadrant Capital Group
Ohio
$877 +$20 +1 +2%
NRC
116
New Republic Capital
North Carolina
$820 – – –
MWA
117
Medallion Wealth Advisors
Connecticut
$740 +$754 +37 New
HCM
118
Hollencrest Capital Management
California
$700 – – –
AAG
119
Armstrong Advisory Group
Massachusetts
$601 – – –
PS
120
Principal Securities
Iowa
$500 – – –
BWM
121
Bernard Wealth Management
Michigan
$401 +$408 +20 New
FMP
122
Financial Management Professionals
Texas
$300 – – –
RIL
123
Rothschild Investment LLC
Illinois
$300 – – –
FFA
124
Farther Finance Advisors
California
$160 +$163 +8 New
NFSG
125
Newbridge Financial Services Group
Florida
$140 – – –
2 3 4
5
6

PBW Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2024, worth a combined $65.5M — down 10% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PBW positions and 16 closed out — a net gain of 7 holders — while 22 added to existing stakes and 40 trimmed.

The largest buyer was Citigroup, adding an estimated $1.76M. The largest seller was Bank of America, cutting an estimated $5.9M.

  • 128 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $65.5M of Invesco WilderHill Clean Energy ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 23 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2024 and 16 closed out, a net change of +7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2024 was Citigroup, an estimated $1.76M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2024 was Bank of America, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2024.