PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
226
Bogart Wealth LLC
Virginia
$4K – – –
MRC
227
Millburn Ridgefield Corp
New York
$3K -$5.62K -73 -65%
HFA
228
HC Financial Advisors
California
$3K – – –
IA
229
IFP Advisors
Florida
$3K – – –
HCP
230
Hexagon Capital Partners
Arkansas
$2K – – –
GI
231
Gradient Investments
Minnesota
$2K – – –
EW
232
Element Wealth
Mississippi
$2K +$519 +7 +35%
FF
233
FourThought Financial
Florida
$1K – – –
JCM
234
Jacobi Capital Management
Pennsylvania
$1K – – –
LWA
235
Lenox Wealth Advisors
New York
$1K – – –
CFD
236
Creative Financial Designs
Indiana
$1K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$10.3M -110,000 Closed
Millennium Management
238
Millennium Management
New York
– -$6.14M -65,920 Closed
RCS
239
Retirement Capital Strategies
California
– -$5.98M -64,216 Closed
ACM
240
Avalon Capital Management
California
– -$3.39M -36,346 Closed
DFG
241
Demars Financial Group
Washington
– -$1.67M -17,880 Closed
PBCM
242
Point Break Capital Management
Florida
– -$1.4M -15,062 Closed
CF
243
Centaurus Financial
California
– -$1.38M -14,779 Closed
SMC
244
Smith, Moore & Co
Missouri
– -$1.09M -11,682 Closed
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
– -$578K -6,204 Closed
NCM
246
Next Capital Management
New York
– -$466K -5,000 Closed
CS
247
Candriam SCA
Luxembourg
– -$431K -4,620 Closed
PFO
248
Pathstone Family Office
New Jersey
– -$424K -4,554 Closed
BBVA
249
Banco Bilbao Vizcaya Argentaria
Spain
– -$368K -3,953 Closed
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
– -$361K -3,872 Closed
8 9
10
11 12