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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
10
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$583K

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.92M
3
Bank of America
Bank of America
North Carolina
+$1.89M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$544K

Top Sellers

1
JGUA
John G. Ullman & Associates
New York
-$1.44M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.25M
3
Ameriprise
Ameriprise
Minnesota
-$960K
4
Wells Fargo
Wells Fargo
California
-$856K
5
SI
Stephens Inc
Arkansas
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$68.5K +$1.18K +40 +2%
CTC
52
Central Trust Company
Missouri
$68K +$27.8K +1,035 +69%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$63K – – –
GT
54
Glenmede Trust
Pennsylvania
$58K – – –
MIFH
55
Migdal Insurance & Financial Holdings
Israel
$58K +$58K +2,152 New
CFA
56
Carroll Financial Associates
North Carolina
$53K +$31.8K +1,191 +150%
HPC
57
HM Payson & Co
Maine
$52K – – –
SNT
58
Security National Trust
West Virginia
$33K +$33K +1,244 New
WCM
59
Wealthcare Capital Management
Virginia
$32K -$4.27K -160 -12%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K +$18K +670 +176%
Simplex Trading
61
Simplex Trading
Illinois
$27K +$27K +1,024 New
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$26K +$26K +988 New
Citigroup
63
Citigroup
New York
$24K +$2.81K +106 +13%
HR
64
Howe & Rusling
New York
$23K +$23K +875 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$20K +$20K +743 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$16K +$1.13K +41 +8%
US Bancorp
67
US Bancorp
Minnesota
$15K +$14.6K +536 +3,573%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
CWA
69
Carolina Wealth Advisors
South Carolina
$9K -$1.47K -57 -14%
SBL
70
Sargent Bickham Lagudis
Colorado
$9K – – –
RFM
71
Royal Fund Management
Florida
$9K – – –
OPS
72
Orion Portfolio Solutions
Nebraska
$8K +$8K +300 New
PGAM
73
Princeton Global Asset Management
New Jersey
$7K – – –
AP
74
Advisors Preferred
Maryland
$6K -$77.6K -3,077 -93%
AIP
75
Ameritas Investment Partners
Nebraska
$6K – – –
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