PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

160 hedge funds and large institutions have $171M invested in Invesco WilderHill Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
46
Closed
23
Calls
$695K
Puts
$375K
Net Calls
+$320K
Net Calls Change
-$120K

Top Buyers

1
JGUA
1
John G. Ullman & Associates
New York
$2.8M
2
Jane Street
2
Jane Street
New York
$1.07M
3
IW
3
Instrumental Wealth
Florida
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$1.93M
5
CG
5
Cutler Group
California
$846K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$1.08M 26,897 +13,463 +100%
Jane Street
27
Jane Street
New York
$1.07M 26,684 +26,684 New
Citigroup
28
Citigroup
New York
$1.04M 25,927 -1,454 -5%
IW
29
Instrumental Wealth
Florida
$1.01M 23,410 +23,410 New
EWA
30
Evolution Wealth Advisors
Florida
$996K 24,825 -50 -0.2%
PFT
31
Providence First Trust
Arizona
$962K 23,972 -400 -2%
WANY
32
Wealthspire Advisors (New York)
New York
$940K 23,426 -449 -2%
NL
33
NWAM LLC
Washington
$876K 21,829 +5,931 +37%
FT
34
Fiduciary Trust
Massachusetts
$847K 21,112 – –
CG
35
Cutler Group
California
$846K 21,107 +16,221 +332%
Wealthfront Advisers
36
Wealthfront Advisers
California
$723K 18,015 +1,286 +8%
Cerity Partners
37
Cerity Partners
New York
$714K 17,797 +42 +0.2%
LWM
38
Laidlaw Wealth Management
New York
$685K 17,080 +2,825 +20%
MML Investors Services
39
MML Investors Services
Massachusetts
$659K 16,431 +5,873 +56%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$656K 16,344 -3,614 -18%
MWP
41
Moller Wealth Partners
$642K 16,004 +1,861 +13%
Stifel Financial
42
Stifel Financial
Missouri
$623K 15,524 -713 -4%
EWA
43
EP Wealth Advisors
California
$604K 11,628 -16,620 -59%
NSIM
44
North Star Investment Management
Illinois
$580K 14,447 -296 -2%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$569K 14,188 +268 +2%
BBVA
46
Banco Bilbao Vizcaya Argentaria
Spain
$540K 13,457 -4,143 -24%
NA
47
NewEdge Advisors
Louisiana
$528K 13,150 -4,842 -27%
RIS
48
Retirement Income Solutions
Michigan
$510K 12,700 -2,279 -15%
Corient Private Wealth
49
Corient Private Wealth
Florida
$510K 12,700 -230 -2%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$425K 10,585 +480 +5%
1
2
3 4 5