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Invesco WilderHill Clean Energy ETF
PBW

119 hedge funds and large institutions have $47.6M invested in Invesco WilderHill Clean Energy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 22.02% → 22.42% (+0.4%)

7% less funds holding

Funds holding: 128 → 119 (-9)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $65.5M → $47.6M (-$17.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

90% less call options, than puts

Call options by funds: $19K | Put options by funds: $197K

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
27
Closed
19
Calls
$19K
Puts
$197K
Net Calls
-$178K
Net Calls Change
+$142K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.51M
2
QC
Quadrature Capital
United Kingdom
+$3.08M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.94M
4
Goldman Sachs
Goldman Sachs
New York
+$900K
5
CI
CX Institutional
Indiana
+$873K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.34M
2
Morgan Stanley
Morgan Stanley
New York
-$2.89M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.43M
4
TRCT
Tower Research Capital (TRC)
New York
-$879K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
101
Register Financial Advisors
Georgia
$1.02K – – –
Simplex Trading
102
Simplex Trading
Illinois
$1K +$1.46K +78 New
MIM
103
MTM Investment Management
South Carolina
$873 – – –
TWC
104
TD Waterhouse Canada
Ontario, Canada
$857 -$449 -24 -31%
ADL
105
Asset Dedication LLC
California
$725 – – –
QCG
106
Quadrant Capital Group
Ohio
$690 – – –
NRC
107
New Republic Capital
North Carolina
$645 – – –
AAG
108
Armstrong Advisory Group
Massachusetts
$601 – – –
HCM
109
Hollencrest Capital Management
California
$551 – – –
PS
110
Principal Securities
Iowa
$500 – – –
TSMHT
111
Thurston Springer Miller Herd & Titak
Indiana
$472 +$562 +30 New
WTFG
112
Wood Tarver Financial Group
Idaho
$457 – – –
MWA
113
Medallion Wealth Advisors
Connecticut
$318 -$318 -17 -46%
BWM
114
Bernard Wealth Management
Michigan
$315 – – –
FMP
115
Financial Management Professionals
Texas
$236 – – –
RIL
116
Rothschild Investment LLC
Illinois
$236 – – –
GC
117
Garde Capital
Washington
$176 +$206 +11 New
NFSG
118
Newbridge Financial Services Group
Florida
$110 – – –
SMA
119
Sage Mountain Advisors
Georgia
$69 – – –
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
– -$1.43M -71,302 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$879K -43,933 Closed
AGM
122
Alpine Global Management
New York
– -$749K -37,440 Closed
Cerity Partners
123
Cerity Partners
New York
– -$364K -18,186 Closed
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
– -$248K -12,393 Closed
Stifel Financial
125
Stifel Financial
Missouri
– -$246K -12,300 Closed
2 3 4
5
6

PBW Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2025, worth a combined $47.6M — down 27% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBW and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $4.51M. The largest seller was Citigroup, cutting an estimated $8.34M.

  • 119 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $47.6M of Invesco WilderHill Clean Energy ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2025 and 19 closed out, a net change of -7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2025 was Bank of America, an estimated $4.51M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2025 was Citigroup, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2025.