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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

73 hedge funds and large institutions have $27.8M invested in Invesco WilderHill Clean Energy ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.39M
2
Goldman Sachs
Goldman Sachs
New York
+$1.34M
3
RJA
Raymond James & Associates
Florida
+$953K
4
HFA
High Falls Advisors
New York
+$756K
5
NCM
Niemann Capital Management
Nevada
+$555K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.47M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$634K
3
EB
Eastern Bank
Massachusetts
-$596K
4
PP
Professional Planning
California
-$509K
5
Citadel Advisors
Citadel Advisors
Florida
-$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$211K +$211K +7,866 New
NSIM
27
North Star Investment Management
Illinois
$197K – – –
BAM
28
Barrett Asset Management
New York
$196K +$26.8K +1,000 +16%
GI
29
Gradient Investments
Minnesota
$136K – – –
OWD
30
Osborn Williams & Donohoe
Ohio
$134K +$134K +4,800 New
VNA
31
Valley National Advisers
Pennsylvania
$134K +$134K +5,000 New
CI
32
CX Institutional
Indiana
$127K +$69.4K +2,579 +120%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$103K +$103K +1,104 New
AG
34
Advisor Group
Arizona
$101K +$88.2K +3,310 +690%
AA
35
Advisory Alpha
Michigan
$94.2K +$94.2K +3,373 New
APA
36
American Portfolios Advisors
New York
$59.8K +$51.1K +1,906 +581%
PVH
37
Psagot Value Holdings
Israel
$54K +$8.1K +300 +18%
WCM
38
Wealthcare Capital Management
Virginia
$44K -$2.11K -78 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$41K – – –
CTC
40
Central Trust Company
Missouri
$40K +$21.3K +800 +114%
CFA
41
Carroll Financial Associates
North Carolina
$21K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$16K -$405 -15 -2%
CA
43
Cetera Advisors
Colorado
$16K +$16K +600 New
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$14K – – –
FHA
45
Flagship Harbor Advisors
Massachusetts
$13K – – –
Citigroup
46
Citigroup
New York
$10K -$1.69K -60 -14%
SBL
47
Sargent Bickham Lagudis
Colorado
$9K – – –
RFM
48
Royal Fund Management
Florida
$9K – – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$7K -$5.54K -201 -44%
ASN
50
Advisory Services Network
Georgia
$7K – – –
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