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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.27M
2
TFF
2
The Family Firm
Maryland
$1.29M
3
Truist Financial
3
Truist Financial
North Carolina
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$960K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.02M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
HFA
2
High Falls Advisors
New York
$0
3
CA
3
Calton & Associates
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$3.98M
5
AWCI
5
Alpine Woods Capital Investors
New York
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$407K -$20.1K -600 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$399K -$8.48K -248 -2%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$387K – – –
VNA
29
Valley National Advisers
Pennsylvania
$380K +$56K +1,634 +17%
V
30
Veritable
Delaware
$346K -$3.7K -108 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$327K +$16.5K +481 +5%
AWCI
32
Alpine Woods Capital Investors
New York
$308K -$171K -5,000 -36%
NSIM
33
North Star Investment Management
Illinois
$291K +$22.2K +650 +8%
CB
34
Commerce Bank
Missouri
$285K +$285K +8,307 New
GWM
35
Greenwich Wealth Management
Connecticut
$274K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$258K +$258K +7,542 New
EB
37
Eastern Bank
Massachusetts
$257K – – –
BAM
38
Barrett Asset Management
New York
$251K – – –
AG
39
Advisor Group
Arizona
$247K -$10.2K -296 -4%
CI
40
CX Institutional
Indiana
$225K -$9.77K -285 -4%
APA
41
American Portfolios Advisors
New York
$225K +$27.6K +807 +14%
PA
42
Prism Advisors
California
$224K +$224K +6,539 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$222K -$120K -3,517 -35%
EGWAG
44
Elwood & Goetz Wealth Advisory Group
Georgia
$204K +$204K +5,965 New
IAA
45
Independent Advisor Alliance
North Carolina
$203K +$203K +5,918 New
NFG
46
Next Financial Group
Texas
$154K +$77.2K +2,248 +100%
TAM
47
Townsend Asset Management
North Carolina
$122K +$122K +3,576 New
AP
48
Advisors Preferred
Maryland
$113K -$53K -1,556 -32%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$99K – – –
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