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, 43 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
45% more capital inflows, than outflows
Capital inflows: $36.4M | Capital outflows: $25.1M
3.96% more ownership
Funds ownership: 25.53% → 29.48% (+4%)
2% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 42
11% less funds holding
Funds holding: 164 → 146 (-18)
52% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.9M |
| 4 |
Morgan Stanley
New York
|
+$2.57M |
| 5 |
CX Institutional
Auburn,
Indiana
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arlington Financial Advisors
Santa Barbara,
California
|
-$5.07M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
Instrumental Wealth
Tampa,
Florida
|
-$1.12M |
| 5 |
Goldman Sachs
New York
|
-$971K |
PBW Hedge Fund Activity: Q1 2024 in Review
146 of the 6,967 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 11% from $122M 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 43 added.
The largest buyer was Citigroup, adding an estimated $15M. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $5.07M sold.
- 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 11% 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 Arlington Financial Advisors, an estimated $5.07M sold.
Based on aggregated 13F filings for Q1 2024.