PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

64 hedge funds and large institutions have $19.5M invested in Invesco WilderHill Clean Energy ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$604K
2
Citadel Advisors
Citadel Advisors
Florida
+$236K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$92.2K
4
Morgan Stanley
Morgan Stanley
New York
+$68.8K
5
Wells Fargo
Wells Fargo
California
+$36.3K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.85M
2
HFA
High Falls Advisors
New York
-$598K
3
ZIG
Zurich Insurance Group
Switzerland
-$222K
4
JGUA
John G. Ullman & Associates
New York
-$47.1K
5
AP
Advisors Preferred
Maryland
-$36.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$44K – – –
WCM
27
Wealthcare Capital Management
Virginia
$43K – – –
CI
28
CX Institutional
Indiana
$19K +$19K +777 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$17K – – –
PFA
30
Pathway Financial Advisors
Vermont
$16K – – –
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
Citigroup
32
Citigroup
New York
$13K +$25 +1 +0.2%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$12K – – –
FHA
34
Flagship Harbor Advisors
Massachusetts
$12K +$12K +491 New
BBA
35
Braun-Bostich & Associates
Pennsylvania
$10K – – –
CIM
36
Contravisory Investment Management
Massachusetts
$9K – – –
ASN
37
Advisory Services Network
Georgia
$9K +$6.63K +266 +280%
RFM
38
Royal Fund Management
Florida
$9K +$9K +367 New
APA
39
American Portfolios Advisors
New York
$8.18K – – –
SBL
40
Sargent Bickham Lagudis
Colorado
$8K – – –
AG
41
Advisor Group
Arizona
$7K -$1K -40 -13%
IA
42
IFP Advisors
Florida
$5K -$35.5K -1,435 -88%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$5K – – –
CT
46
CPF Texas
Texas
$5K +$5K +199 New
AOWM
47
Alpha Omega Wealth Management
Virginia
$5K +$5K +200 New
CWA
48
Clarus Wealth Advisors
Arizona
$5K +$5K +205 New
GWM
49
Geneos Wealth Management
Colorado
$5K +$5K +230 New
AF
50
Allworth Financial
California
$4K – – –
1
2
3