Invesco WilderHill Clean Energy ETF
PBW
146 hedge funds and large institutions have $108M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 33 closing their positions.
135% more call options, than puts
Call options by funds: $618K | Put options by funds: $263K
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
0.3% less ownership
Funds ownership: 29.78% → 29.48% (-0.3%)
11% less funds holding
Funds holding: 164 → 146 (-18)
24% less capital invested
Capital invested by funds: $142M → $108M (-$34.2M)
52% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 33
Top Buyers
| 1 |
Citigroup
New York
|
+$15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.9M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.77M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$647K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$14.1M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$5.07M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 5 |
IW
Instrumental Wealth
Tampa,
Florida
|
-$1.12M |
PBW Hedge Fund Activity: Q1 2024 in Review
146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2024, worth a combined $108M — down 24% from $142M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PBW and 16 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 42 added.
The largest buyer was Citigroup, adding an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.
- 146 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2024, down from 164 in Q4 2023.
- Funds reported $108M of Invesco WilderHill Clean Energy ETF stock for Q1 2024, down 24% quarter-over-quarter.
- 16 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2024 and 33 closed out, a net change of -17 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2024 was Citigroup, an estimated $15M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2024.