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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
CI
2
CX Institutional
Indiana
$1.32M
3
JGUA
3
John G. Ullman & Associates
New York
$3.06M
4
Fidelity International
4
Fidelity International
Bermuda
$600K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$539K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.07M 34,003 +3,336 +11%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.03M 32,692 -5,443 -14%
Citigroup
28
Citigroup
New York
$987K 31,414 +5,487 +21%
Ameriprise
29
Ameriprise
Minnesota
$975K 31,031 -2,850 -8%
Jane Street
30
Jane Street
New York
$878K 27,938 +1,254 +5%
PFT
31
Providence First Trust
Arizona
$753K 23,972 – –
WANY
32
Wealthspire Advisors (New York)
New York
$727K 23,126 -300 -1%
FT
33
Fiduciary Trust
Massachusetts
$718K 22,860 +1,748 +8%
NL
34
NWAM LLC
Washington
$706K 22,463 +634 +3%
Wealthfront Advisers
35
Wealthfront Advisers
California
$624K 19,869 +1,854 +10%
Fidelity International
36
Fidelity International
Bermuda
$600K 19,071 +19,071 New
EWA
37
Evolution Wealth Advisors
Florida
$589K 18,747 -6,078 -24%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$572K 18,203 +1,859 +11%
Cerity Partners
39
Cerity Partners
New York
$559K 17,773 -24 -0.1%
MML Investors Services
40
MML Investors Services
Massachusetts
$539K 17,143 +712 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$539K 17,148 +17,148 New
BBVA
42
Banco Bilbao Vizcaya Argentaria
Spain
$514K 16,353 +2,896 +22%
MWP
43
Moller Wealth Partners
$509K 16,187 +183 +1%
LWM
44
Laidlaw Wealth Management
New York
$479K 15,231 -1,849 -11%
Stifel Financial
45
Stifel Financial
Missouri
$471K 14,989 -535 -3%
EWA
46
EP Wealth Advisors
California
$469K 14,927 +3,299 +28%
Citadel Advisors
47
Citadel Advisors
Florida
$467K 14,856 +14,856 New
Corient Private Wealth
48
Corient Private Wealth
Florida
$458K 14,573 +1,873 +15%
Walleye Capital
49
Walleye Capital
New York
$432K 13,746 +6,298 +85%
RIS
50
Retirement Income Solutions
Michigan
$421K 13,403 +703 +6%
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