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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
10
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$583K

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.92M
3
Bank of America
Bank of America
North Carolina
+$1.89M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$544K

Top Sellers

1
JGUA
John G. Ullman & Associates
New York
-$1.44M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.25M
3
Ameriprise
Ameriprise
Minnesota
-$960K
4
Wells Fargo
Wells Fargo
California
-$856K
5
SI
Stephens Inc
Arkansas
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$366K +$366K +13,638 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$326K -$5.76K -215 -2%
CI
28
CX Institutional
Indiana
$321K +$145K +5,416 +83%
GWM
29
Geneos Wealth Management
Colorado
$320K -$4.97K -186 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$299K -$4.02K -150 -1%
VNA
31
Valley National Advisers
Pennsylvania
$296K -$1.75K -65 -0.6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$281K -$59.2K -2,208 -17%
BCM
33
BTR Capital Management
California
$278K +$278K +10,360 New
V
34
Veritable
Delaware
$271K – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$271K +$14.8K +551 +6%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$255K +$255K +9,520 New
AWCI
37
Alpine Woods Capital Investors
New York
$241K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$240K +$65.6K +2,440 +38%
FT
39
Fiduciary Trust
Massachusetts
$236K +$236K +8,815 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$234K +$31.8K +1,185 +16%
NSIM
41
North Star Investment Management
Illinois
$227K -$696 -26 -0.3%
CB
42
Commerce Bank
Missouri
$227K +$3.63K +135 +2%
GWM
43
Greenwich Wealth Management
Connecticut
$214K – – –
EB
44
Eastern Bank
Massachusetts
$201K – – –
BAM
45
Barrett Asset Management
New York
$196K – – –
APA
46
American Portfolios Advisors
New York
$147K -$29.1K -1,085 -17%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
TAM
48
Townsend Asset Management
North Carolina
$96K +$507 +19 +0.5%
NFG
49
Next Financial Group
Texas
$80K -$39.7K -1,488 -33%
SPIA
50
Steward Partners Investment Advisory
New York
$77K – – –
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