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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 %
AFP
251
Ausdal Financial Partners
Iowa
– -$281K -3,016 Closed
SIM
252
Seaview Investment Managers
Florida
– -$269K -2,880 Closed
ECM
253
ExodusPoint Capital Management
New York
– -$261K -2,799 Closed
SFG
254
Summit Financial Group
West Virginia
– -$258K -2,765 Closed
PWM
255
Perigon Wealth Management
California
– -$251K -2,693 Closed
NP
256
NorthRock Partners
Minnesota
– -$236K -2,535 Closed
M&T Bank
257
M&T Bank
New York
– -$234K -2,510 Closed
Baird Financial Group
258
Baird Financial Group
Wisconsin
– -$231K -2,482 Closed
CAG
259
Curtis Advisory Group
California
– -$225K -2,413 Closed
Creative Planning
260
Creative Planning
Kansas
– -$222K -2,382 Closed
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
– -$221K -2,369 Closed
ECG
262
Edge Capital Group
Georgia
– -$218K -2,335 Closed
AAS
263
Avantax Advisory Services
Texas
– -$211K -2,261 Closed
MPW
264
Monterey Private Wealth
California
– -$205K -2,202 Closed
HCM
265
Highlander Capital Management
New Jersey
– -$140K -1,500 Closed
AIC
266
Ayalon Insurance Company
Israel
– -$124K -1,340 Closed
KC
267
Knuff & Co
California
– -$19K -200 Closed
ACA
268
Atlas Capital Advisors
Wyoming
– -$16.8K -180 Closed
MA
269
Modus Advisors
Minnesota
– -$14K -153 Closed
CAM
270
Costello Asset Management
Pennsylvania
– -$14K -150 Closed
ACA
271
Aptus Capital Advisors
Alabama
– -$9K -100 Closed
ACM
272
Anfield Capital Management
California
– -$4K -47 Closed
SSB
273
Sandy Spring Bank
Maryland
– -$3K -37 Closed
IFAM
274
Institutional & Family Asset Management
Colorado
– -$3K -36 Closed
BFA
275
Brendel Financial Advisors
New Hampshire
– -$1K -12 Closed
8 9 10
11
12