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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$41.1M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Millennium Management
3
Millennium Management
New York
$20.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$87.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.57M
2
MCM
2
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
4
Portfolio Strategies
New York
$2.62M
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$6.33M +$1.75M +17,755 +38%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.35M +$817K +8,305 +18%
Stifel Financial
28
Stifel Financial
Missouri
$5.29M -$1.51M -15,386 -22%
D
29
Diversified
Delaware
$5.05M +$1.22M +12,436 +32%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.35M -$3.02M -30,665 -41%
FMP
31
Financial Management Professionals
Texas
$4.04M +$60.3K +613 +2%
SWM
32
Strategic Wealth Management
Washington
$3.84M – – –
TFF
33
The Family Firm
Maryland
$3.61M -$189K -1,921 -5%
ACM
34
Avalon Capital Management
California
$3.56M +$1.24M +12,617 +54%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$3.47M -$20.3M -206,400 -85%
PFT
36
Providence First Trust
Arizona
$3.34M +$3.34M +33,980 New
AWM
37
AE Wealth Management
Kansas
$3.32M +$570K +5,793 +21%
SI
38
Stephens Inc
Arkansas
$3.24M -$378K -3,843 -10%
WANY
39
Wealthspire Advisors (New York)
New York
$3.2M +$2.19M +22,249 +216%
SIG
40
Sargent Investment Group
Maryland
$3.11M +$1.56M +15,868 +101%
GWM
41
Greenwich Wealth Management
Connecticut
$3.05M +$453K +4,608 +17%
BHCM
42
Brevan Howard Capital Management
Jersey
$2.88M -$6.74M -68,444 -70%
EWA
43
EP Wealth Advisors
California
$2.81M +$1.87K +19 +0.1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.65M -$6.18M -62,813 -70%
PS
45
Portfolio Strategies
New York
$2.62M -$18.7M -189,788 -88%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$2.62M – – –
FT
47
Fiduciary Trust
Massachusetts
$2.4M +$267K +2,718 +13%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.3M +$748K +7,604 +48%
CF
49
Centaurus Financial
California
$2.28M +$785K +7,974 +52%
PP
50
Professional Planning
California
$2.21M +$283K +2,879 +15%
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