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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

124 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
17
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

1
Citigroup
Citigroup
New York
$7.66M
2
UBS Group
UBS Group
Switzerland
$3.99M
3
Bank of America
Bank of America
North Carolina
$9.53M
4
Morgan Stanley
Morgan Stanley
New York
$18.1M
5
JGUA
John G. Ullman & Associates
New York
$2.36M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1K
2
Macquarie Group
Macquarie Group
Australia
$0
3
Goldman Sachs
Goldman Sachs
New York
$3.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.55M
5
TRCT
Tower Research Capital (TRC)
New York
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$433K -$179K -8,940 -29%
Cerity Partners
27
Cerity Partners
New York
$363K +$921 +46 +0.3%
Prudential Financial
28
Prudential Financial
New Jersey
$359K +$359K +17,933 New
Stifel Financial
29
Stifel Financial
Missouri
$332K +$5.29K +264 +2%
EWA
30
Evolution Wealth Advisors
Florida
$288K -$7.49K -374 -3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$286K -$25.2K -1,258 -8%
TWM
32
Tradition Wealth Management
Minnesota
$281K +$10K +500 +4%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$280K +$60 +3 +0%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$274K +$17.8K +887 +7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$262K -$65.9K -3,290 -20%
NL
36
NWAM LLC
Washington
$255K +$255K +12,728 New
RIS
37
Retirement Income Solutions
Michigan
$212K – – –
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$206K -$2.52K -126 -1%
EWA
39
EP Wealth Advisors
California
$182K -$104K -5,169 -36%
T
40
Tidemark
California
$147K – – –
HR
41
Howe & Rusling
New York
$130K +$8.01K +400 +7%
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$100K – – –
M
43
MOTCO
Texas
$95.8K +$7.19K +359 +8%
NA
44
NewEdge Advisors
Louisiana
$89.1K -$681 -34 -0.8%
KC
45
Kepos Capital
New York
$87K -$32.1K -1,609 -27%
TAM
46
Townsend Asset Management
North Carolina
$71.1K -$9.8K -489 -12%
SPIA
47
Steward Partners Investment Advisory
New York
$69.1K -$441 -22 -0.6%
Comerica Bank
48
Comerica Bank
Texas
$62.8K -$13.1K -656 -17%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$61.7K -$27.7K -1,381 -31%
CA
50
Continuum Advisory
Idaho
$58.4K – – –
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