Invesco WilderHill Clean Energy ETF
PBW
175 hedge funds and large institutions have $217M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 27 closing their positions.
46% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $955K
6% more capital invested
Capital invested by funds: $205M → $217M (+$11.8M)
1.25% more ownership
Funds ownership: 26.97% → 28.22% (+1.2%)
7% less funds holding
Funds holding: 188 → 175 (-13)
11% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 55
33% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 27
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$17.8M |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$4.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.18M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.41M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$20.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.54M |
| 3 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$1.48M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.03M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$949K |
PBW Hedge Fund Activity: Q1 2023 in Review
175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2023, worth a combined $217M — up 5.8% from $205M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PBW and 18 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 49 added.
The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Bank of America, cutting an estimated $20.4M.
- 175 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2023, down from 188 in Q4 2022.
- Funds reported $217M of Invesco WilderHill Clean Energy ETF stock for Q1 2023, up 5.8% quarter-over-quarter.
- 18 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2023 and 27 closed out, a net change of -9 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2023 was Goldman Sachs, an estimated $17.8M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2023 was Bank of America, an estimated $20.4M sold.
Based on aggregated 13F filings for Q1 2023.