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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 %
HCP
251
Hexagon Capital Partners
Arkansas
$2K +$1K +10 +100%
JCM
252
Jacobi Capital Management
Pennsylvania
$2K +$2K +17 New
EW
253
Element Wealth
Mississippi
$2K +$2K +20 New
LWA
254
Lenox Wealth Advisors
New York
$1K – – –
HWM
255
Holloway Wealth Management
Florida
$1K – – –
FF
256
FourThought Financial
Florida
$1K – – –
BFA
257
Brendel Financial Advisors
New Hampshire
$1K +$1K +12 New
E
258
Ergoteles
New York
– -$10.3M -104,999 Closed
FTUS
259
Flow Traders U.S.
New York
– -$7.39M -75,064 Closed
SI
260
Stephens Inc
Arkansas
– -$3.24M -32,880 Closed
PS
261
Portfolio Strategies
New York
– -$2.62M -26,643 Closed
CWM
262
Cornerstone Wealth Management
Missouri
– -$1.99M -20,212 Closed
WMP
263
Wealth Management Partners
Arizona
– -$1.89M -19,993 Closed
BCM
264
Brookstone Capital Management
Illinois
– -$1.81M -18,424 Closed
SFP
265
Sandbox Financial Partners
Maryland
– -$982K -9,927 Closed
JWS
266
Juncture Wealth Strategies
Arizona
– -$891K -9,457 Closed
SWAG
267
Spectrum Wealth Advisory Group
California
– -$629K -6,398 Closed
HFA
268
High Falls Advisors
New York
– -$622K -6,324 Closed
FEM
269
Fulcrum Equity Management
Texas
– -$546K -5,554 Closed
YIH
270
Y-Intercept (HK)
Hong Kong
– -$510K -5,414 Closed
MWM
271
MinichMacGregor Wealth Management
New York
– -$502K -5,105 Closed
AWA
272
Arete Wealth Advisors
Illinois
– -$402K -4,085 Closed
MWM
273
Meridian Wealth Management
Kentucky
– -$396K -4,024 Closed
PP
274
Prudential plc
United Kingdom
– -$357K -3,624 Closed
BFEC
275
Benjamin F. Edwards & Company
Missouri
– -$333K -3,388 Closed
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