Invesco WilderHill Clean Energy ETF
PBW
136 hedge funds and large institutions have $71.1M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 23 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
5.02% less ownership
Funds ownership: 29.48% → 24.46% (-5%)
7% less funds holding
Funds holding: 146 → 136 (-10)
34% less capital invested
Capital invested by funds: $108M → $71.1M (-$36.6M)
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
46% less call options, than puts
Call options by funds: $115K | Put options by funds: $212K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$3.52M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.64M |
| 3 |
Morgan Stanley
New York
|
+$625K |
| 4 |
Goldman Sachs
New York
|
+$485K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$13.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.95M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.77M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.7M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$1.45M |
PBW Hedge Fund Activity: Q2 2024 in Review
136 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2024, worth a combined $71.1M — down 34% from $108M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of PBW and 15 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 36 added.
The largest buyer was Macquarie Group, opening a new position worth an estimated $3.52M. The largest seller was Citigroup, cutting an estimated $13.4M.
- 136 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2024, down from 146 in Q1 2024.
- Funds reported $71.1M of Invesco WilderHill Clean Energy ETF stock for Q2 2024, down 34% quarter-over-quarter.
- 15 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2024 and 23 closed out, a net change of -8 holders.
- The largest Invesco WilderHill Clean Energy ETF buyer in Q2 2024 was Macquarie Group, an estimated $3.52M added.
- The largest Invesco WilderHill Clean Energy ETF seller in Q2 2024 was Citigroup, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2024.