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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
BC
151
Bartlett & Co
Ohio
$2K – – –
GI
152
Gradient Investments
Minnesota
$1.98K -$756 -20 -24%
CFD
153
Creative Financial Designs
Indiana
$1.89K -$1.66K -44 -42%
LC
154
Lindbrook Capital
California
$1.78K +$38 +1 +2%
SWM
155
Spire Wealth Management
Virginia
$1.51K -$1.81K -48 -50%
QCG
156
Quadrant Capital Group
Ohio
$1.33K – – –
NFSG
157
Newbridge Financial Services Group
Florida
$1.32K – – –
HCM
158
Hollencrest Capital Management
California
$1.1K – – –
RIA
159
Realta Investment Advisors
Delaware
$1.07K – – –
ADL
160
Asset Dedication LLC
California
$1K – – –
Franklin Resources
161
Franklin Resources
California
$974 – – –
AAG
162
Armstrong Advisory Group
Massachusetts
$943 – – –
HCP
163
Hexagon Capital Partners
Arkansas
$409 -$38 -1 -7%
SMA
164
Sage Mountain Advisors
Georgia
$133 – – –
ACM
165
Avalon Capital Management
California
– -$1.51M -37,743 Closed
CG
166
Cutler Group
California
– -$798K -21,107 Closed
V
167
Veritable
Delaware
– -$402K -10,014 Closed
BFS
168
Bard Financial Services
Connecticut
– -$366K -9,125 Closed
PAG
169
Private Advisor Group
New Jersey
– -$346K -8,126 Closed
EGWAG
170
Elwood & Goetz Wealth Advisory Group
Georgia
– -$296K -7,372 Closed
KAS
171
Kestra Advisory Services
Texas
– -$258K -6,442 Closed
ASFA
172
All Season Financial Advisors
Colorado
– -$218K -5,443 Closed
PA
173
Parallel Advisors
California
– -$13.1K -347 Closed
PGAM
174
Princeton Global Asset Management
New Jersey
– -$10K -250 Closed
KM
175
Kalos Management
Georgia
– -$1.85K -46 Closed
4 5 6
7
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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.