We are live on ! Find out more
PBW icon

Invesco WilderHill Clean Energy ETF
PBW

136 hedge funds and large institutions have $71.1M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

5.02% less ownership

Funds ownership: 29.48% → 24.46% (-5%)

7% less funds holding

Funds holding: 146 → 136 (-10)

34% less capital invested

Capital invested by funds: $108M → $71.1M (-$36.6M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

46% less call options, than puts

Call options by funds: $115K | Put options by funds: $212K

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
30
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$3.52M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$625K
4
Goldman Sachs
Goldman Sachs
New York
+$485K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$377K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$13.4M
2
Bank of America
Bank of America
North Carolina
-$4.95M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.77M
4
CI
CX Institutional
Indiana
-$1.7M
5
BHB
Bank Hapoalim BM
Israel
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
126
Hollencrest Capital Management
California
$705 – – –
Franklin Resources
127
Franklin Resources
California
$625 – – –
AAG
128
Armstrong Advisory Group
Massachusetts
$605 – – –
JP Morgan Chase
129
JP Morgan Chase
New York
$504 -$105K -4,877 -99%
PS
130
Principal Securities
Iowa
$504 – – –
RIL
131
Rothschild Investment LLC
Illinois
$302 – – –
NFSG
132
Newbridge Financial Services Group
Florida
$141 – – –
SMA
133
Sage Mountain Advisors
Georgia
$87 – – –
EWA
134
EverSource Wealth Advisors
Alabama
$65 +$65 +3 New
LFA
135
Legend Financial Advisors
Pennsylvania
$60 +$65 +3 New
CPA
136
Clear Point Advisors
New York
$22 – – –
CI
137
CX Institutional
Indiana
– -$1.7M -73,682 Closed
BHB
138
Bank Hapoalim BM
Israel
– -$1.45M -63,070 Closed
QC
139
Quadrature Capital
United Kingdom
– -$620K -26,944 Closed
TWP
140
Total Wealth Planning
Ohio
– -$486K -21,084 Closed
MML Investors Services
141
MML Investors Services
Massachusetts
– -$473K -20,505 Closed
WAP
142
Wealthcare Advisory Partners
Pennsylvania
– -$386K -16,758 Closed
Renaissance Technologies
143
Renaissance Technologies
New York
– -$311K -13,500 Closed
NL
144
NWAM LLC
Washington
– -$248K -10,790 Closed
Neuberger Berman Group
145
Neuberger Berman Group
New York
– -$221K -9,585 Closed
PA
146
Prism Advisors
California
– -$216K -9,355 Closed
Mariner
147
Mariner
Kansas
– -$212K -9,214 Closed
ECM
148
ExodusPoint Capital Management
New York
– -$209K -9,087 Closed
CB
149
Commerce Bank
Missouri
– -$206K -8,925 Closed
BRWA
150
B. Riley Wealth Advisors
Florida
– -$226K -7,175 Closed
3 4 5
6
7

PBW Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2024, worth a combined $71.1M — down 34% from $108M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PBW and 15 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 36 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.52M. The largest seller was Citigroup, cutting an estimated $13.4M.

  • 136 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2024, down from 146 in Q1 2024.
  • Funds reported $71.1M of Invesco WilderHill Clean Energy ETF stock for Q2 2024, down 34% quarter-over-quarter.
  • 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2024 and 23 closed out, a net change of -8 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2024 was Macquarie Group, an estimated $3.52M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2024 was Citigroup, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.