Invesco WilderHill Clean Energy ETF
PBW
164 hedge funds and large institutions have $142M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 33 closing their positions.
11% more capital invested
Capital invested by funds: $127M → $142M (+$14.5M)
4.67% more ownership
Funds ownership: 25.11% → 29.78% (+4.7%)
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
1% less call options, than puts
Call options by funds: $562K | Put options by funds: $565K
1% less funds holding
Funds holding: 165 → 164 (-1)
35% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.5M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$4.71M |
| 3 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$1.18M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.03M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$3.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.32M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.15M |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$944K |
PBW Hedge Fund Activity: Q4 2023 in Review
164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2023, worth a combined $142M — up 11% from $127M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PBW positions and 33 closed out — a net gain of 1 holder — while 35 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was GW & Wade, exiting entirely with an estimated $3.16M sold.
- 164 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2023, down from 165 in Q3 2023.
- Funds reported $142M of Invesco WilderHill Clean Energy ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 34 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2023 and 33 closed out, a net change of +1 holder.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q4 2023 was GW & Wade, an estimated $3.16M sold.
Based on aggregated 13F filings for Q4 2023.