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Invesco WilderHill Clean Energy ETF
PBW

188 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 193 → 188 (-5)

8.38% less ownership

Funds ownership: 35.35% → 26.97% (-8.4%)

12% less call options, than puts

Call options by funds: $606K | Put options by funds: $690K

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

43% less capital invested

Capital invested by funds: $361M → $205M (-$156M)

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
42
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$889K
2
Cerity Partners
Cerity Partners
New York
+$797K
3
NA
NewEdge Advisors
Louisiana
+$681K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$622K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$574K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$46M
2
JP Morgan Chase
JP Morgan Chase
New York
-$23M
3
CS
Credit Suisse
Switzerland
-$5.8M
4
Morgan Stanley
Morgan Stanley
New York
-$4.72M
5
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
151
Fairfield Financial Advisors
Massachusetts
$5.03K +$89 +2 +2%
C
152
Covestor
United Kingdom
$5K +$5.87K +132 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$4.79K – – –
ASBI
154
American State Bank (Iowa)
Iowa
$4.6K – – –
RBC
155
Romano Brothers & Co
Illinois
$4.6K +$5.34K +120 New
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$3.83K -$101K -2,280 -96%
CA
157
Clearstead Advisors
Ohio
$3.83K – – –
BWM
158
BerganKDV Wealth Management
Minnesota
$3.64K – – –
CSWM
159
Cassady Schiller Wealth Management
Ohio
$3.6K +$4.18K +94 New
GI
160
Gradient Investments
Minnesota
$3.18K – – –
TSWM
161
Tyler-Stone Wealth Management
Ohio
$3K – – –
AWM
162
Avior Wealth Management
Nebraska
$2.91K +$1.38K +31 +70%
NL
163
NVWM LLC
Pennsylvania
$2.8K – – –
PP
164
Pacifica Partners
Canada
$2.76K – – –
WT
165
Washington Trust
Rhode Island
$2.68K – – –
JFG
166
JDM Financial Group
Texas
$2.53K +$2.94K +66 New
ADL
167
Asset Dedication LLC
California
$2K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$1.96K -$1.91K -43 -46%
RIA
169
Realta Investment Advisors
Delaware
$1.76K +$489 +11 +31%
KM
170
Kalos Management
Georgia
$1.76K +$2.05K +46 New
BBPWM
171
Blue Bell Private Wealth Management
Pennsylvania
$1.73K -$44 -1 -2%
CFD
172
Creative Financial Designs
Indiana
$1.64K +$44 +1 +2%
NFSG
173
Newbridge Financial Services Group
Florida
$1.61K – – –
QCG
174
Quadrant Capital Group
Ohio
$1.58K +$1.82K +41 New
First Manhattan
175
First Manhattan
New York
$1.42K – – –
5 6
7
8 9

PBW Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2022, worth a combined $205M — down 43% from $361M a quarter earlier.

Fund positioning in PBW was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 42 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $889K. The largest seller was Bank of America, cutting an estimated $46M.

  • 188 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2022, down from 193 in Q3 2022.
  • Funds reported $205M of Invesco WilderHill Clean Energy ETF stock for Q4 2022, down 43% quarter-over-quarter.
  • 29 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2022 was Jane Street, an estimated $889K added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2022 was Bank of America, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2022.