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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
7
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$6.7M
2
FMP
2
Financial Management Professionals
Texas
$3.53M
3
SI
3
Stephens Inc
Arkansas
$2.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.84M
5
UBS Group
5
UBS Group
Switzerland
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$763K
2
FGAM
2
Financial Gravity Asset Management
Texas
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
ZIG
4
Zurich Insurance Group
Switzerland
$5.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Calton & Associates
Florida
$412K +$412K +13,879 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$385K +$2.32K +78 +0.6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$367K -$46.5K -1,567 -11%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$336K -$21.4K -720 -6%
V
30
Veritable
Delaware
$301K +$15.9K +535 +6%
Ameriprise
31
Ameriprise
Minnesota
$299K +$299K +10,063 New
Citadel Advisors
32
Citadel Advisors
Florida
$294K – – –
AG
33
Advisor Group
Arizona
$292K +$179K +6,027 +159%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$254K +$9.52K +320 +4%
GWM
35
Geneos Wealth Management
Colorado
$250K +$249K +8,410 +22,132%
GWM
36
Greenwich Wealth Management
Connecticut
$238K -$5.89K -198 -2%
EB
37
Eastern Bank
Massachusetts
$223K +$223K +7,510 New
NSIM
38
North Star Investment Management
Illinois
$219K +$30 +1 +0%
BAM
39
Barrett Asset Management
New York
$217K – – –
Mariner
40
Mariner
Kansas
$209K +$209K +7,039 New
CI
41
CX Institutional
Indiana
$188K +$47.7K +1,607 +34%
VNA
42
Valley National Advisers
Pennsylvania
$184K +$35.7K +1,205 +24%
GI
43
Gradient Investments
Minnesota
$151K – – –
APA
44
American Portfolios Advisors
New York
$130K +$63.7K +2,145 +96%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
AP
46
Advisors Preferred
Maryland
$103K +$103K +3,438 New
SPIA
47
Steward Partners Investment Advisory
New York
$86K +$86K +2,900 New
NFG
48
Next Financial Group
Texas
$66K +$65.4K +2,217 +11,085%
HPC
49
HM Payson & Co
Maine
$57K +$57K +1,934 New
WCM
50
Wealthcare Capital Management
Virginia
$51K +$2.68K +90 +6%
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