PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

79 hedge funds and large institutions have $57.6M invested in Invesco WilderHill Clean Energy ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
7
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$6.7M
2
FMP
2
Financial Management Professionals
Texas
$3.53M
3
SI
3
Stephens Inc
Arkansas
$2.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.84M
5
UBS Group
5
UBS Group
Switzerland
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$763K
2
FGAM
2
Financial Gravity Asset Management
Texas
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
ZIG
4
Zurich Insurance Group
Switzerland
$5.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$45K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$45K – – –
Citigroup
53
Citigroup
New York
$24K +$13.3K +441 +124%
CFA
54
Carroll Financial Associates
North Carolina
$23K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$18K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$15K +$1.07K +38 +8%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$14K +$6.24K +204 +80%
SBL
58
Sargent Bickham Lagudis
Colorado
$10K – – –
RFM
59
Royal Fund Management
Florida
$10K – – –
JPLA
60
Joseph P. Lucia & Associates
New York
$10K +$10K +340 New
ASN
61
Advisory Services Network
Georgia
$8K +$29 +1 +0.4%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$7K +$7K +240 New
PGAM
63
Princeton Global Asset Management
New Jersey
$7K +$7K +250 New
CWA
64
Clarus Wealth Advisors
Arizona
$6K – – –
AIP
65
Ameritas Investment Partners
Nebraska
$6K – – –
CHC
66
City Holding Co
West Virginia
$6K +$3K +100 +100%
GSC
67
G&S Capital
Colorado
$6K +$6K +200 New
PCFFS
68
Pacific Center for Financial Services
California
$4K – – –
AF
69
Allworth Financial
California
$4K – – –
BWM
70
BerganKDV Wealth Management
Minnesota
$3K – – –
TC
71
Truvestments Capital
Florida
$3K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
AF
73
Advisornet Financial
Minnesota
$2K +$2K +82 New
FWM
74
Focused Wealth Management
New York
$1K – – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
1 2
3
4