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Invesco WilderHill Clean Energy ETF

119 hedge funds and large institutions have $47.6M invested in Invesco WilderHill Clean Energy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 22.02%22.42% (+0.4%)

7% less funds holding

Funds holding: 128119 (-9)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $65.5M → $47.6M (-$17.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

90% less call options, than puts

Call options by funds: $19K | Put options by funds: $197K

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
27
Closed
19
Calls
$19K
Puts
$197K
Net Calls
-$178K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.5M -$2.89M -154,556 -17%
Bank of America
2
Bank of America
North Carolina
$6.72M +$4.51M +241,070 +130%
Goldman Sachs
3
Goldman Sachs
New York
$3.74M +$900K +48,043 +25%
A
4
Allianz
Germany
$3.45M
QC
5
Quadrature Capital
United Kingdom
$2.59M +$3.08M +164,576 New
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$2.28M +$1.94M +103,521 +252%
Raymond James Financial
7
Raymond James Financial
Florida
$2.15M +$24.9K +1,330 +1%
JGUA
8
John G. Ullman & Associates
New York
$1.84M -$167K -8,931 -7%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$1.31M +$73.4K +3,919 +5%
TFF
10
The Family Firm
Maryland
$993K +$5.28K +282 +0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$903K -$835K -44,558 -44%
LPL Financial
12
LPL Financial
California
$782K -$107K -5,711 -10%
CI
13
CX Institutional
Indiana
$734K +$873K +46,612 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$651K +$40.8K +2,179 +6%
Wells Fargo
15
Wells Fargo
California
$614K +$40.7K +2,171 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$603K -$66.7K -3,560 -8%
UBS Group
17
UBS Group
Switzerland
$541K +$181K +9,651 +39%
MWP
18
Moller Wealth Partners
$523K -$13.9K -743 -2%
Wealthfront Advisers
19
Wealthfront Advisers
California
$448K +$97.5K +5,206 +22%
Truist Financial
20
Truist Financial
North Carolina
$406K -$347K -18,542 -42%
HF
21
HRT Financial
New York
$399K +$476K +25,397 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$397K +$211K +11,271 +81%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$372K +$55.3K +2,952 +14%
Ameriprise
24
Ameriprise
Minnesota
$370K +$36.4K +1,943 +9%
Citigroup
25
Citigroup
New York
$368K -$8.34M -445,419 -95%

PBW Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2025, worth a combined $47.6M — down 27% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBW and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $4.51M. The largest seller was Citigroup, cutting an estimated $8.34M.

  • 119 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $47.6M of Invesco WilderHill Clean Energy ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 12 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2025 and 19 closed out, a net change of -7 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2025 was Bank of America, an estimated $4.51M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2025 was Citigroup, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2025.