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Invesco WilderHill Clean Energy ETF
PBW

165 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $773K | Put options by funds: $326K

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

2% more funds holding

Funds holding: 162 → 165 (+3)

0.78% more ownership

Funds ownership: 24.33% → 25.11% (+0.78%)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

26% less capital invested

Capital invested by funds: $171M → $127M (-$44.1M)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

Rank Fund Capital Flow
1
BHB
Bank Hapoalim BM
Israel
+$3.81M
2
CI
CX Institutional
Indiana
+$1.59M
3
JGUA
John G. Ullman & Associates
New York
+$1.05M
4
Fidelity International
Fidelity International
Bermuda
+$721K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$648K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.52M
3
ACM
Avalon Capital Management
California
-$1.51M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.39M
5
CAN
Cetera Advisor Networks
California
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
126
Your Advocates Ltd
Texas
$6K +$7.22K +191 New
HL
127
HeadInvest LLC
Maine
$5.87K +$7.37K +195 New
UB
128
UMB Bank
Missouri
$5.82K – – –
PWA
129
Provenance Wealth Advisors
Florida
$5.69K +$6.84K +181 New
CFFP
130
Center for Financial Planning
Michigan
$5.03K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$4.96K -$29.1K -769 -83%
US Bancorp
132
US Bancorp
Minnesota
$4.71K – – –
FWM
133
Focused Wealth Management
New York
$4.56K – – –
PCMC
134
Private Capital Management (Colorado)
Colorado
$4.21K – – –
FGA
135
Fortis Group Advisors
New Jersey
$4.18K +$5.03K +133 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$3.93K – – –
WP
137
WealthShield Partners
North Carolina
$3.9K – – –
ASBI
138
American State Bank (Iowa)
Iowa
$3.77K – – –
PTC
139
Private Trust Company
Ohio
$3.61K +$4.35K +115 New
TSWM
140
Tyler-Stone Wealth Management
Ohio
$3K – – –
CSWM
141
Cassady Schiller Wealth Management
Ohio
$2.95K – – –
AWM
142
Avior Wealth Management
Nebraska
$2.45K – – –
TWC
143
TD Waterhouse Canada
Ontario, Canada
$2.35K -$1.13K -30 -28%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$2.33K – – –
PWMG
145
Provence Wealth Management Group
California
$2.33K +$2.8K +74 New
PSB
146
Piscataqua Savings Bank
New Hampshire
$2.23K +$2.68K +71 New
WT
147
Washington Trust
Rhode Island
$2.2K – – –
PP
148
Pacifica Partners
Canada
$2.15K – – –
JFG
149
JDM Financial Group
Texas
$2.13K +$38 +1 +1%
BONH
150
Bank of New Hampshire
New Hampshire
$2.04K – – –
4 5
6
7 8

PBW Hedge Fund Activity: Q3 2023 in Review

165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2023, worth a combined $127M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBW positions and 13 closed out — a net gain of 6 holders — while 47 added to existing stakes and 51 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $3.81M. The largest seller was Bank of America, cutting an estimated $10.9M.

  • 165 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $127M of Invesco WilderHill Clean Energy ETF stock for Q3 2023, down 26% quarter-over-quarter.
  • 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2023 was Bank Hapoalim BM, an estimated $3.81M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2023 was Bank of America, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.