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Invesco WilderHill Clean Energy ETF

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: 193188 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
176
Hollencrest Capital Management
California
$1.34K +$1.56K +35 New
HCP
177
Hexagon Capital Partners
Arkansas
$1.3K +$890 +20 +143%
Franklin Resources
178
Franklin Resources
California
$1.19K +$1.38K +31 New
HNWAG
179
High Net Worth Advisory Group
Florida
$1.15K
AAG
180
Armstrong Advisory Group
Massachusetts
$1.15K +$1.33K +30 New
HIA
181
Harbor Investment Advisory
Maryland
$1.07K
FMP
182
Financial Management Professionals
Texas
$1K
WAM
183
Worth Asset Management
Texas
$581
TFS
184
TrustCore Financial Services
Tennessee
$575
CI
185
Cordant Inc
Oregon
$345 +$400 +9 New
SMA
186
Sage Mountain Advisors
Georgia
$159 -$8.05K -181 -98%
AF
187
Affiance Financial
Minnesota
$115 +$133 +3 New
LC
188
Lindbrook Capital
California
$77
UCIG
189
Ulrich Consultants & Investment Group
New Mexico
-$2.66M -55,254 Closed
MCM
190
McMillion Capital Management
North Carolina
-$741K -15,381 Closed
CG
191
Colony Group
Massachusetts
-$718K -14,910 Closed
CMI
192
Clare Market Investments
Texas
-$489K -10,155 Closed
AWCI
193
Alpine Woods Capital Investors
New York
-$434K -9,000 Closed
GSC
194
Ground Swell Capital
South Carolina
-$410K -8,501 Closed
AWA
195
Arete Wealth Advisors
Illinois
-$335K -6,945 Closed
MA
196
Mutual Advisors
Nebraska
-$313K -6,507 Closed
QIM
197
Quantitative Investment Management
Virginia
-$303K -6,291 Closed
EH
198
Equitable Holdings
New York
-$294K -6,103 Closed
SEA
199
Stegent Equity Advisors
Texas
-$276K -5,727 Closed
SIG
200
Sargent Investment Group
Maryland
-$257K -5,216 Closed

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.