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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

73 hedge funds and large institutions have $58.1M invested in Invesco WilderHill Clean Energy ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
$251K
Net Calls
-$251K
Net Calls Change
-$251K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.6M
2
RJA
2
Raymond James & Associates
Florida
$3.59M
3
SI
3
Stephens Inc
Arkansas
$3.15M
4
Bank of America
4
Bank of America
North Carolina
$9.44M
5
Wells Fargo
5
Wells Fargo
California
$1.98M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$291K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
ZIG
5
Zurich Insurance Group
Switzerland
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$23K – – –
Citigroup
52
Citigroup
New York
$23K – – –
FHA
53
Flagship Harbor Advisors
Massachusetts
$15K +$84 +3 +0.6%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
SBL
55
Sargent Bickham Lagudis
Colorado
$10K – – –
RFM
56
Royal Fund Management
Florida
$10K – – –
KWA
57
KCS Wealth Advisory
California
$8.78K +$8.78K +301 New
ASN
58
Advisory Services Network
Georgia
$8K – – –
PGAM
59
Princeton Global Asset Management
New Jersey
$8K – – –
FAAS
60
First Allied Advisory Services
California
$8K +$8K +260 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$7K -$11K -363 -61%
GSC
62
G&S Capital
Colorado
$6K – – –
CHC
63
City Holding Co
West Virginia
$6K – – –
AIP
64
Ameritas Investment Partners
Nebraska
$6K – – –
AF
65
Allworth Financial
California
$4K – – –
BWM
66
BerganKDV Wealth Management
Minnesota
$3K – – –
TC
67
Truvestments Capital
Florida
$3K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
FWM
69
Focused Wealth Management
New York
$1K – – –
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
IA
71
IFP Advisors
Florida
$1K +$1K +40 New
GT
72
Glenmede Trust
Pennsylvania
$49 – – –
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$1.09M -36,801 Closed
Jane Street
74
Jane Street
New York
– -$763K -25,676 Closed
Ameriprise
75
Ameriprise
Minnesota
– -$299K -10,063 Closed
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3
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