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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.33M
4
CI
4
CX Institutional
Indiana
$1.7M
5
QC
5
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$722K -$167K -7,225 -19%
UBS Group
27
UBS Group
Switzerland
$658K -$78.7K -3,414 -11%
QC
28
Quadrature Capital
United Kingdom
$620K +$620K +26,944 New
WANY
29
Wealthspire Advisors (New York)
New York
$553K -$815K -35,346 -60%
Wealthfront Advisers
30
Wealthfront Advisers
California
$510K -$54.1K -2,345 -10%
TWP
31
Total Wealth Planning
Ohio
$486K -$83.2K -3,611 -15%
MML Investors Services
32
MML Investors Services
Massachusetts
$473K +$7.01K +304 +2%
Cerity Partners
33
Cerity Partners
New York
$416K -$6.98K -303 -2%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$386K +$26.9K +1,168 +7%
Stifel Financial
35
Stifel Financial
Missouri
$380K +$18.6K +808 +5%
EWA
36
Evolution Wealth Advisors
Florida
$340K – – –
EWA
37
EP Wealth Advisors
California
$337K -$576 -25 -0.2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$329K -$40.4K -1,751 -11%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$324K +$324K +14,076 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$320K +$8.18K +355 +3%
Renaissance Technologies
41
Renaissance Technologies
New York
$311K +$134K +5,800 +75%
TWM
42
Tradition Wealth Management
Minnesota
$297K +$31.1K +1,348 +12%
RIS
43
Retirement Income Solutions
Michigan
$250K -$899 -39 -0.4%
NL
44
NWAM LLC
Washington
$248K -$240K -10,466 -49%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$241K +$1.36K +59 +0.6%
CAN
46
Cetera Advisor Networks
California
$231K -$37.9K -1,645 -14%
BRWA
47
B. Riley Wealth Advisors
Florida
$226K +$226K +7,175 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$221K – – –
PA
49
Prism Advisors
California
$216K +$216K +9,355 New
Mariner
50
Mariner
Kansas
$212K +$23 +1 +0%
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