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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
1
Citigroup
New York
$9.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.79M
3
AGM
3
Alpine Global Management
New York
$749K
4
A
4
Allianz
Germany
$4.49M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$822K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
TM
26
TigerOak Management
New Mexico
$376K +$376K +18,775 New
Cerity Partners
27
Cerity Partners
New York
$364K +$1.5K +75 +0.4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$325K -$384K -19,168 -54%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$287K +$1.6K +80 +0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$280K +$6.38K +319 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$248K -$13.6K -678 -5%
Stifel Financial
32
Stifel Financial
Missouri
$246K -$85.2K -4,259 -26%
Jane Street
33
Jane Street
New York
$238K +$238K +11,890 New
NL
34
NWAM LLC
Washington
$224K -$30.7K -1,535 -12%
EWA
35
Evolution Wealth Advisors
Florida
$222K -$65.1K -3,251 -23%
NI
36
Natural Investments
California
$211K +$211K +10,555 New
RIS
37
Retirement Income Solutions
Michigan
$211K -$1.42K -71 -0.7%
PA
38
Prism Advisors
California
$207K +$207K +10,347 New
EWA
39
EP Wealth Advisors
California
$159K -$22.4K -1,120 -12%
T
40
Tidemark
California
$147K – – –
MCM
41
MAI Capital Management
Ohio
$134K +$134K +6,691 New
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$100K – – –
HR
43
Howe & Rusling
New York
$97.9K -$31.5K -1,575 -24%
TAM
44
Townsend Asset Management
North Carolina
$71.6K +$560 +28 +0.8%
SPIA
45
Steward Partners Investment Advisory
New York
$69.9K +$860 +43 +1%
Comerica Bank
46
Comerica Bank
Texas
$66K +$3.3K +165 +5%
CA
47
Continuum Advisory
Idaho
$60.2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$59.7K -$2K -100 -3%
M
49
MOTCO
Texas
$44.9K -$50.8K -2,540 -53%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K -$1.52K -76 -4%
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