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Invesco WilderHill Clean Energy ETF
PBW

193 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $1.4M

13% more capital invested

Capital invested by funds: $319M → $361M (+$42M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

5.18% more ownership

Funds ownership: 30.17% → 35.35% (+5.2%)

1% less funds holding

Funds holding: 194 → 193 (-1)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
193
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
54
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$72.7M
2
CS
Credit Suisse
Switzerland
+$2.85M
3
Fidelity International
Fidelity International
Bermuda
+$1.23M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.12M
5
CAN
Cetera Advisor Networks
California
+$790K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$19.2M
2
Morgan Stanley
Morgan Stanley
New York
-$19.1M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.74M
5
CG
Cutler Group
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
176
Washington Trust
Rhode Island
$3K – – –
CFD
177
Creative Financial Designs
Indiana
$2K -$3.43K -63 -60%
ADL
178
Asset Dedication LLC
California
$2K – – –
BBPWM
179
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
NFSG
180
Newbridge Financial Services Group
Florida
$2K – – –
AWM
181
Avior Wealth Management
Nebraska
$2K +$54 +1 +2%
BWL
182
Bogart Wealth LLC
Virginia
$2K +$54 +1 +2%
RIA
183
Realta Investment Advisors
Delaware
$2K +$1.91K +35 New
FMP
184
Financial Management Professionals
Texas
$1K – – –
First Manhattan
185
First Manhattan
New York
$1K – – –
HIA
186
Harbor Investment Advisory
Maryland
$1K – – –
HCP
187
Hexagon Capital Partners
Arkansas
$1K – – –
HNWAG
188
High Net Worth Advisory Group
Florida
$1K – – –
TFS
189
TrustCore Financial Services
Tennessee
$1K – – –
WAM
190
Worth Asset Management
Texas
$1K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$724 +$629K +11,543 +1,059%
GWM
192
Greenwich Wealth Management
Connecticut
– -$1.5M -32,882 Closed
ASFA
193
All Season Financial Advisors
Colorado
– -$661K -14,469 Closed
CWM
194
Collaborative Wealth Management
Florida
– -$448K -9,809 Closed
HSBC Holdings
195
HSBC Holdings
United Kingdom
– -$439K -9,610 Closed
SG
196
Somerset Group
Minnesota
– -$406K -8,874 Closed
Jane Street
197
Jane Street
New York
– -$285K -6,229 Closed
Renaissance Technologies
198
Renaissance Technologies
New York
– -$229K -5,000 Closed
UCFA
199
United Capital Financial Advisors
Texas
– -$202K -4,422 Closed
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
– -$97K -2,121 Closed
5 6 7
8
9

PBW Hedge Fund Activity: Q3 2022 in Review

193 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q3 2022, worth a combined $361M — up 13% from $319M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBW positions and 20 closed out — a net gain of 2 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $19.2M.

  • 193 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q3 2022, down from 194 in Q2 2022.
  • Funds reported $361M of Invesco WilderHill Clean Energy ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco WilderHill Clean Energy ETF positions in Q3 2022 and 20 closed out, a net change of +2 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q3 2022 was Bank of America, an estimated $72.7M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.