Invesco WilderHill Clean Energy ETF
PBW
250 hedge funds and large institutions have $410M invested in Invesco WilderHill Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 31 closing their positions.
45% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 31
17% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $20.1M
5% more funds holding
Funds holding: 239 → 250 (+11)
1.29% more ownership
Funds ownership: 24.97% → 26.26% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 74
11% less capital invested
Capital invested by funds: $459M → $410M (-$48.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$19.1M |
| 2 |
SM
SG3 Management
Dorado,
Puerto Rico
|
+$8.35M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.05M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.55M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.8M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$8.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.89M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$4.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.97M |
PBW Hedge Fund Activity: Q4 2021 in Review
250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2021, worth a combined $410M — down 11% from $459M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new PBW positions and 31 closed out — a net gain of 14 holders — while 74 added to existing stakes and 74 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.8M.
- 250 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2021, up from 239 in Q3 2021.
- Funds reported $410M of Invesco WilderHill Clean Energy ETF stock for Q4 2021, down 11% quarter-over-quarter.
- 45 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2021 and 31 closed out, a net change of +14 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2021 was Goldman Sachs, an estimated $19.1M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2021.