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Invesco WilderHill Clean Energy ETF
PBW

114 hedge funds and large institutions have $60M invested in Invesco WilderHill Clean Energy ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $47.6M → $60M (+$12.4M)

0.59% less ownership

Funds ownership: 22.42% → 21.82% (-0.59%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less funds holding

Funds holding: 119 → 114 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

35% less call options, than puts

Call options by funds: $231K | Put options by funds: $353K

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
29
Closed
18
Calls
$231K
Puts
$353K
Net Calls
-$122K
Net Calls Change
+$56K

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.66M
2
A
Allianz
Germany
+$774K
3
GS
GTS Securities
New York
+$759K
4
TRCT
Tower Research Capital (TRC)
New York
+$742K
5
UBS Group
UBS Group
Switzerland
+$607K

Top Sellers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
-$2.59M
2
JGUA
John G. Ullman & Associates
New York
-$1.84M
3
CI
CX Institutional
Indiana
-$648K
4
Bank of America
Bank of America
North Carolina
-$468K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
101
Thurston Springer Miller Herd & Titak
Indiana
$599 – – –
AAG
102
Armstrong Advisory Group
Massachusetts
$598 – – –
MWA
103
Medallion Wealth Advisors
Connecticut
$522 +$103 +6 +30%
PS
104
Principal Securities
Iowa
$498 – – –
TCOT
105
Trust Company of Toledo
Ohio
$478 +$413 +24 New
FMP
106
Financial Management Professionals
Texas
$299 – – –
RIL
107
Rothschild Investment LLC
Illinois
$299 – – –
BWM
108
Bernard Wealth Management
Michigan
$240 -$138 -8 -40%
GC
109
Garde Capital
Washington
$223 – – –
AWM
110
AE Wealth Management
Kansas
$199 -$10K -583 -98%
NFSG
111
Newbridge Financial Services Group
Florida
$139 – – –
SMA
112
Sage Mountain Advisors
Georgia
$87 – – –
PA
113
Parallel Advisors
California
$50 -$1.36K -79 -96%
QC
114
Quadrature Capital
United Kingdom
– -$2.59M -164,576 Closed
JGUA
115
John G. Ullman & Associates
New York
– -$1.84M -116,869 Closed
HF
116
HRT Financial
New York
– -$399K -25,397 Closed
NI
117
Natural Investments
California
– -$167K -10,645 Closed
RIS
118
Retirement Income Solutions
Michigan
– -$166K -10,526 Closed
T
119
Tidemark
California
– -$116K -7,357 Closed
LFASL
120
Lugano Financial Advisors SA (LFA)
Switzerland
– -$78.7K -5,000 Closed
CA
121
Continuum Advisory
Idaho
– -$47.3K -3,008 Closed
NP
122
NorthRock Partners
Minnesota
– -$13.4K -850 Closed
JWA
123
JFS Wealth Advisors
Pennsylvania
– -$11.9K -759 Closed
SFGP
124
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$5.76K -366 Closed
EWM
125
EPG Wealth Management
Georgia
– -$4.22K -268 Closed
2 3 4
5
6

PBW Hedge Fund Activity: Q2 2025 in Review

114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2025, worth a combined $60M — up 26% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBW and 13 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $2.66M. The largest seller was Quadrature Capital, exiting entirely with an estimated $2.59M sold.

  • 114 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2025, down from 119 in Q1 2025.
  • Funds reported $60M of Invesco WilderHill Clean Energy ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $2.66M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2025 was Quadrature Capital, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.