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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 %
SAM
276
Strategy Asset Managers
California
– -$324K -3,296 Closed
CCM
277
Canal Capital Management
Virginia
– -$303K -3,081 Closed
MHS
278
M Holdings Securities
Oregon
– -$270K -2,744 Closed
PP
279
Paloma Partners
Connecticut
– -$259K -2,628 Closed
MCM
280
Mainstay Capital Management
Michigan
– -$247K -2,506 Closed
LFF
281
Level Four Financial
Texas
– -$209K -2,126 Closed
BRWM
282
B. Riley Wealth Management
Tennessee
– -$207K -2,100 Closed
CAC
283
Certified Advisory Corp
Florida
– -$183K -1,860 Closed
WAP
284
Wealthcare Advisory Partners
Pennsylvania
– -$97K -985 Closed
BL
285
Balentine LLC
Georgia
– -$70K -710 Closed
WCM
286
Wealthcare Capital Management
Virginia
– -$55K -554 Closed
GT
287
Glenmede Trust
Pennsylvania
– -$43K -450 Closed
Franklin Resources
288
Franklin Resources
California
– -$25K -252 Closed
MIM
289
MTM Investment Management
South Carolina
– -$23K -230 Closed
WP
290
WealthShield Partners
North Carolina
– -$22K -225 Closed
RWB
291
RMR Wealth Builders
New Jersey
– -$12K -122 Closed
AFS
292
Annapolis Financial Services
Maryland
– -$10K -100 Closed
SFS
293
Sowell Financial Services
Arkansas
– -$8K -97 Closed
CI
294
Cordant Inc
Oregon
– -$5K -50 Closed
VBCG
295
Valley Brook Capital Group
Pennsylvania
– -$2K -25 Closed
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