PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$7.46M
3
RCS
Retirement Capital Strategies
California
+$5.98M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.21M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$24.1M
3
Millennium Management
Millennium Management
New York
-$13.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.8M
5
E
Ergoteles
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$12K +$12K +125 New
HIA
227
Harbor Investment Advisory
Maryland
$11K +$1.68K +18 +18%
MRC
228
Millburn Ridgefield Corp
New York
$10K +$10K +112 New
BWM
229
BerganKDV Wealth Management
Minnesota
$9K – – –
ACA
230
Aptus Capital Advisors
Alabama
$9K – – –
GWSG
231
GPS Wealth Strategies Group
Colorado
$9K – – –
APWA
232
Atlas Private Wealth Advisors
New Jersey
$9K – – –
AWA
233
Arkadios Wealth Advisors
Georgia
$9K – – –
CA
234
Clearstead Advisors
Ohio
$9K – – –
RPCA
235
Running Point Capital Advisors
California
$9K +$9K +100 New
TCWA
236
Ten Capital Wealth Advisors
Washington
$7K – – –
WT
237
Washington Trust
Rhode Island
$7K +$7K +70 New
PP
238
Pacifica Partners
Canada
$7K +$7K +75 New
FMP
239
Financial Management Professionals
Texas
$6K -$3.72M -40,954 -100%
BWL
240
Bogart Wealth LLC
Virginia
$5K – – –
COCM
241
Charter Oak Capital Management
New Hampshire
$5K +$4.31K +50 +625%
IA
242
IFP Advisors
Florida
$4K -$276K -2,755 -99%
ADL
243
Asset Dedication LLC
California
$4K – – –
ACM
244
Anfield Capital Management
California
$4K +$4K +47 New
IFAM
245
Institutional & Family Asset Management
Colorado
$3K – – –
SSB
246
Sandy Spring Bank
Maryland
$3K – – –
HFA
247
HC Financial Advisors
California
$3K +$3K +36 New
FHA
248
First Horizon Advisors
Tennessee
$2K -$1.48K -17 -43%
GI
249
Gradient Investments
Minnesota
$2K – – –
CFD
250
Creative Financial Designs
Indiana
$2K – – –
8 9
10
11 12