PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
226
Sprott Inc
Ontario, Canada
– -$382K -5,350 Closed
NA
227
NewEdge Advisors
Louisiana
– -$318K -4,448 Closed
VCM
228
Vivaldi Capital Management
Illinois
– -$298K -4,168 Closed
Allianz Asset Management
229
Allianz Asset Management
Germany
– -$286K -4,000 Closed
SAF
230
Smith Anglin Financial
Texas
– -$280K -3,924 Closed
MFS
231
Mirabella Financial Services
United Kingdom
– -$266K -3,720 Closed
ASN
232
Advisory Services Network
Georgia
– -$250K -3,501 Closed
WA
233
Wealth Alliance
New York
– -$233K -3,264 Closed
AWE
234
Avidian Wealth Enterprises
Texas
– -$220K -3,084 Closed
FHA
235
Flagship Harbor Advisors
Massachusetts
– -$219K -3,065 Closed
CA
236
Continuum Advisory
Idaho
– -$215K -3,008 Closed
WAAG
237
Wealth Alliance Advisory Group
Kansas
– -$207K -2,900 Closed
BAM
238
Belpointe Asset Management
Nevada
– -$127K -1,783 Closed
AWM
239
Accel Wealth Management
Iowa
– -$99K -1,385 Closed
AWM
240
Activest Wealth Management
Florida
– -$84K -1,181 Closed
SFPG
241
Stonebridge Financial Planning Group
Florida
– -$26K -500 Closed
TC
242
TAP Consulting
Missouri
– -$26K -359 Closed
FFG
243
Ford Financial Group
California
– -$18 -259 Closed
AssetMark Inc
244
AssetMark Inc
California
– -$18K -251 Closed
FHA
245
First Horizon Advisors
Tennessee
– -$16K -227 Closed
SCA
246
Snowden Capital Advisors
New York
– -$16K -225 Closed
SF
247
SBK Financial
Virginia
– -$16K -223 Closed
CA
248
CoreCap Advisors
Michigan
– -$16K -220 Closed
KCM
249
KRS Capital Management
Michigan
– -$10K -150 Closed
LWCFA
250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7K -101 Closed
7 8 9
10
11