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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Evolution Wealth Advisors
Florida
$953K – – –
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$949K -$1.74M -45,402 -65%
ACM
28
Avalon Capital Management
California
$889K -$934K -24,356 -51%
Citigroup
29
Citigroup
New York
$882K +$279K +7,272 +46%
NL
30
NWAM LLC
Washington
$881K +$1.8K +47 +0.2%
CI
31
CX Institutional
Indiana
$853K +$41.5K +1,082 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$823K +$274K +6,309 +50%
FT
33
Fiduciary Trust
Massachusetts
$812K -$28.8K -751 -3%
WANY
34
Wealthspire Advisors (New York)
New York
$804K -$967K -25,238 -55%
Jane Street
35
Jane Street
New York
$766K +$766K +19,978 New
Cerity Partners
36
Cerity Partners
New York
$686K +$686K +17,915 New
Stifel Financial
37
Stifel Financial
Missouri
$677K +$33.4K +871 +5%
GW
38
GW & Wade
Massachusetts
$652K -$22.1K -577 -3%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$641K -$347K -9,054 -35%
WP
40
WMS Partners
Maryland
$613K – – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$601K -$18.6K -486 -3%
Wealthfront Advisers
42
Wealthfront Advisers
California
$585K +$180K +4,697 +45%
NA
43
Nottingham Advisors
New York
$561K +$21.8K +568 +4%
NSIM
44
North Star Investment Management
Illinois
$560K -$6.21K -162 -1%
EWA
45
EP Wealth Advisors
California
$559K -$6.75K -176 -1%
OCM
46
One Capital Management
California
$557K -$32.1K -837 -5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$545K -$44.5K -1,161 -8%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$519K -$4.33K -113 -0.8%
HighTower Advisors
49
HighTower Advisors
Illinois
$507K +$79.6K +2,068 +19%
AWM
50
Activest Wealth Management
Florida
$505K -$64.9K -1,416 -11%
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