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Invesco WilderHill Clean Energy ETF

194 hedge funds and large institutions have $319M invested in Invesco WilderHill Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 29.95%30.17% (+0.22%)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

11% less funds holding

Funds holding: 219194 (-25)

24% less capital invested

Capital invested by funds: $420M → $319M (-$101M)

36% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $2.36M

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
194
Holders Change
-25
Holders Change %
-11.42%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
57
Closed
40
Calls
$1.5M
Puts
$2.36M
Net Calls
-$858K
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Element Wealth
Mississippi
$2K
HFA
177
HC Financial Advisors
California
$2K
NFSG
178
Newbridge Financial Services Group
Florida
$2K
BWL
179
Bogart Wealth LLC
Virginia
$2K +$52 +1 +2%
HNWAG
180
High Net Worth Advisory Group
Florida
$1K -$2.47K -47 -61%
FMP
181
Financial Management Professionals
Texas
$1K
First Manhattan
182
First Manhattan
New York
$1K
TFS
183
TrustCore Financial Services
Tennessee
$1K
WAM
184
Worth Asset Management
Texas
$1K
HCP
185
Hexagon Capital Partners
Arkansas
$1K +$682 +13 +1,300%
HIA
186
Harbor Investment Advisory
Maryland
$1K +$840 +16 +133%
S
187
SignatureFD
Georgia
$1K +$1.36K +26 New
UBS AM
188
UBS AM
Illinois
$686 +$787 +15 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$54 -$8.97M -170,900 -99%
OMC
190
Old Mission Capital
Illinois
-$3.28M -50,320 Closed
DAS
191
Dynamic Advisor Solutions
Arizona
-$2.82M -43,349 Closed
Mirae Asset Global Investments
192
Mirae Asset Global Investments
South Korea
-$2.15M -33,000 Closed
Citadel Advisors
193
Citadel Advisors
Florida
-$695K -13,248 Closed
GCM
194
Graham Capital Management
Connecticut
-$651K -10,000 Closed
KIA
195
KCM Investment Advisors
California
-$629K -9,650 Closed
NF
196
Nvest Financial
New Hampshire
-$465K -7,140 Closed
Wolverine Trading
197
Wolverine Trading
Illinois
-$463K -7,067 Closed
KPWS
198
Kestra Private Wealth Services
Texas
-$357K -5,477 Closed
PPW
199
Parcion Private Wealth
Washington
-$302K -4,635 Closed
AG
200
Appleton Group
Wisconsin
-$301K -4,614 Closed

PBW Hedge Fund Activity: Q2 2022 in Review

194 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2022, worth a combined $319M — down 24% from $420M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PBW and 19 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $45.3M. The largest seller was Bank of America, cutting an estimated $26M.

  • 194 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $319M of Invesco WilderHill Clean Energy ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 19 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2022 and 40 closed out, a net change of -21 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $45.3M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q2 2022 was Bank of America, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2022.