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Invesco WilderHill Clean Energy ETF
PBW

164 hedge funds and large institutions have $142M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $127M → $142M (+$14.5M)

4.67% more ownership

Funds ownership: 25.11% → 29.78% (+4.7%)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

1% less call options, than puts

Call options by funds: $562K | Put options by funds: $565K

1% less funds holding

Funds holding: 165 → 164 (-1)

35% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 54

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
35
Reduced
54
Closed
33
Calls
$562K
Puts
$565K
Net Calls
-$3K
Net Calls Change
-$450K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.5M
2
AFA
Arlington Financial Advisors
California
+$4.71M
3
GWP
Gateway Wealth Partners
Wisconsin
+$1.18M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.03M
5
WANY
Wealthspire Advisors (New York)
New York
+$1,000K

Top Sellers

Rank Fund Capital Flow
1
GW
GW & Wade
Massachusetts
-$3.16M
2
Bank of America
Bank of America
North Carolina
-$1.97M
3
CI
CX Institutional
Indiana
-$1.32M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.15M
5
JGUA
John G. Ullman & Associates
New York
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$4.46K – – –
FWM
127
FSA Wealth Management
Massachusetts
$4K +$3.95K +143 New
PCMC
128
Private Capital Management (Colorado)
Colorado
$3.98K – – –
WP
129
WealthShield Partners
North Carolina
$3.69K – – –
ASBI
130
American State Bank (Iowa)
Iowa
$3.57K – – –
FWM
131
Focused Wealth Management
New York
$3.47K -$773 -28 -19%
CA
132
Clearstead Advisors
Ohio
$2.97K -$2.76K -100 -50%
S
133
Sachetta
Massachusetts
$2.97K +$2.76K +100 New
RFA
134
Register Financial Advisors
Georgia
$2.73K +$2.54K +92 New
TSWM
135
Tyler-Stone Wealth Management
Ohio
$2.38K – – –
BCWM
136
Bartlett & Co Wealth Management
Ohio
$2.26K – – –
TWC
137
TD Waterhouse Canada
Ontario, Canada
$2.17K – – –
PSB
138
Piscataqua Savings Bank
New Hampshire
$2.11K – – –
PP
139
Pacifica Partners
Canada
$2.03K – – –
JFG
140
JDM Financial Group
Texas
$2.02K – – –
BC
141
Bartlett & Co
Ohio
$2K – – –
BONH
142
Bank of New Hampshire
New Hampshire
$1.93K – – –
GI
143
Gradient Investments
Minnesota
$1.87K – – –
CFD
144
Creative Financial Designs
Indiana
$1.78K – – –
LC
145
Lindbrook Capital
California
$1.69K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1.64K -$2.84K -103 -65%
SAM
147
Smartleaf Asset Management
Massachusetts
$1.53K +$1.38K +50 New
AWM
148
Avior Wealth Management
Nebraska
$1.39K -$856 -31 -40%
QCG
149
Quadrant Capital Group
Ohio
$1.27K +$28 +1 +2%
NRC
150
New Republic Capital
North Carolina
$1.22K -$4.33K -157 -79%
4 5
6
7 8

PBW Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2023, worth a combined $142M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PBW positions and 33 closed out — a net gain of 1 holder — while 35 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was GW & Wade, exiting entirely with an estimated $3.16M sold.

  • 164 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2023, down from 165 in Q3 2023.
  • Funds reported $142M of Invesco WilderHill Clean Energy ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 34 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2023 and 33 closed out, a net change of +1 holder.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2023 was GW & Wade, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2023.