We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

146 hedge funds and large institutions have $108M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $618K | Put options by funds: $263K

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.3% less ownership

Funds ownership: 29.78% → 29.48% (-0.3%)

11% less funds holding

Funds holding: 164 → 146 (-18)

24% less capital invested

Capital invested by funds: $142M → $108M (-$34.2M)

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
146
Holders Change
-18
Holders Change %
-10.98%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
42
Reduced
42
Closed
33
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$15M
2
Bank of America
Bank of America
North Carolina
+$5.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.9M
4
CI
CX Institutional
Indiana
+$1.77M
5
QC
Quadrature Capital
United Kingdom
+$647K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.1M
2
AFA
Arlington Financial Advisors
California
-$5.07M
3
LPL Financial
LPL Financial
California
-$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
5
IW
Instrumental Wealth
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
126
Piscataqua Savings Bank
New Hampshire
$1.64K – – –
JFG
127
JDM Financial Group
Texas
$1.58K +$24 +1 +1%
BONH
128
Bank of New Hampshire
New Hampshire
$1.5K – – –
LC
129
Lindbrook Capital
California
$1.32K – – –
SAM
130
Smartleaf Asset Management
Massachusetts
$1.14K – – –
ADL
131
Asset Dedication LLC
California
$1K – – –
QCG
132
Quadrant Capital Group
Ohio
$991 – – –
NRC
133
New Republic Capital
North Carolina
$945 – – –
AAG
134
Armstrong Advisory Group
Massachusetts
$892 – – –
HCM
135
Hollencrest Capital Management
California
$807 – – –
WIA
136
Wetzel Investment Advisors
Indiana
$782 – – –
Franklin Resources
137
Franklin Resources
California
$715 – – –
PS
138
Principal Securities
Iowa
$576 – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$394 -$913 -38 -69%
MSG
140
Main Street Group
Virginia
$377 +$384 +16 New
RIL
141
Rothschild Investment LLC
Illinois
$346 – – –
NFSG
142
Newbridge Financial Services Group
Florida
$161 – – –
Citadel Advisors
143
Citadel Advisors
Florida
$115 -$1.15M -47,706 -100%
SMA
144
Sage Mountain Advisors
Georgia
$99 – – –
CPA
145
Clear Point Advisors
New York
$25 – – –
AFA
146
Arlington Financial Advisors
California
– -$5.07M -170,695 Closed
IW
147
Instrumental Wealth
Florida
– -$1.12M -46,458 Closed
NAM
148
NTV Asset Management
West Virginia
– -$889K -29,898 Closed
PCM
149
Prelude Capital Management
New York
– -$870K -29,274 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
– -$660K -22,207 Closed
4 5
6
7 8

PBW Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2024, worth a combined $108M — down 24% from $142M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBW and 16 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 42 added.

The largest buyer was Citigroup, adding an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 146 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $108M of Invesco WilderHill Clean Energy ETF stock for Q1 2024, down 24% quarter-over-quarter.
  • 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2024 and 33 closed out, a net change of -17 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2024 was Citigroup, an estimated $15M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2024.