PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

73 hedge funds and large institutions have $58.1M invested in Invesco WilderHill Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
$251K
Net Calls
-$251K
Net Calls Change
-$251K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.6M
2
RJA
2
Raymond James & Associates
Florida
$3.59M
3
SI
3
Stephens Inc
Arkansas
$3.15M
4
Bank of America
4
Bank of America
North Carolina
$9.44M
5
Wells Fargo
5
Wells Fargo
California
$1.98M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$291K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
ZIG
5
Zurich Insurance Group
Switzerland
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Calton & Associates
Florida
$337K -$67.7K -2,322 -17%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$337K +$337K +11,564 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$330K – – –
V
29
Veritable
Delaware
$298K +$2.39K +82 +0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$291K -$587K -20,206 -67%
VNA
31
Valley National Advisers
Pennsylvania
$276K +$94.9K +3,249 +52%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$264K +$15.3K +525 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$262K -$26.3K -900 -9%
GWM
34
Greenwich Wealth Management
Connecticut
$233K – – –
NSIM
35
North Star Investment Management
Illinois
$229K +$14.6K +500 +7%
AG
36
Advisor Group
Arizona
$219K -$67.7K -2,319 -24%
EB
37
Eastern Bank
Massachusetts
$219K – – –
BAM
38
Barrett Asset Management
New York
$214K – – –
CI
39
CX Institutional
Indiana
$200K +$15.2K +519 +8%
APA
40
American Portfolios Advisors
New York
$168K +$40.2K +1,378 +31%
AP
41
Advisors Preferred
Maryland
$142K +$41.8K +1,433 +42%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
AA
43
Advisory Alpha
Michigan
$86.4K +$86.4K +3,033 New
SPIA
44
Steward Partners Investment Advisory
New York
$84K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$69K +$24.2K +825 +54%
NFG
46
Next Financial Group
Texas
$65K – – –
HPC
47
HM Payson & Co
Maine
$56K – – –
CTC
48
Central Trust Company
Missouri
$44K – – –
WCM
49
Wealthcare Capital Management
Virginia
$38K -$12.7K -429 -25%
GI
50
Gradient Investments
Minnesota
$25K -$122K -4,221 -83%
1
2
3 4