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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.27M
2
TFF
2
The Family Firm
Maryland
$1.29M
3
Truist Financial
3
Truist Financial
North Carolina
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$960K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.02M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
HFA
2
High Falls Advisors
New York
$0
3
CA
3
Calton & Associates
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$3.98M
5
AWCI
5
Alpine Woods Capital Investors
New York
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$83.4K -$27.9K -760 -25%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$81K – – –
HPC
53
HM Payson & Co
Maine
$66K – – –
GT
54
Glenmede Trust
Pennsylvania
$58K – – –
CTC
55
Central Trust Company
Missouri
$51K – – –
WCM
56
Wealthcare Capital Management
Virginia
$46K +$2.41K +71 +6%
CFA
57
Carroll Financial Associates
North Carolina
$27K – – –
Citigroup
58
Citigroup
New York
$27K +$34 +1 +0.1%
FHA
59
Flagship Harbor Advisors
Massachusetts
$19K +$140 +4 +0.7%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
CWA
61
Carolina Wealth Advisors
South Carolina
$14K +$14K +405 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K +$13K +380 New
RFM
63
Royal Fund Management
Florida
$12K – – –
SBL
64
Sargent Bickham Lagudis
Colorado
$11K – – –
LWA
65
LWS Wealth Advisors
New Jersey
$11K +$11K +320 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$9K +$9K +270 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$8K – – –
CHC
68
City Holding Co
West Virginia
$7K – – –
AIP
69
Ameritas Investment Partners
Nebraska
$7K – – –
GSC
70
G&S Capital
Colorado
$6K – – –
AF
71
Allworth Financial
California
$6K +$723 +20 +14%
CFFP
72
Center for Financial Planning
Michigan
$5K +$5K +160 New
ASN
73
Advisory Services Network
Georgia
$4K -$5.05K -154 -56%
LWA
74
Lenox Wealth Advisors
New York
$4K +$4K +109 New
BWM
75
BerganKDV Wealth Management
Minnesota
$3K – – –
1 2
3
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