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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

133 hedge funds and large institutions have $292M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+38
Holders Change %
+40%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
18
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$18.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$19.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.1M
4
Bank of America
4
Bank of America
North Carolina
$35.6M
5
UBS Group
5
UBS Group
Switzerland
$12.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Stephens Inc
Arkansas
$3.42M
3
ZIG
3
Zurich Insurance Group
Switzerland
$8.08M
4
PCM
4
Pennsylvania Capital Management
Pennsylvania
$0
5
FMP
5
Financial Management Professionals
Texas
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$652K +$35.2K +579 +6%
MA
52
Mutual Advisors
Nebraska
$596K -$70K -1,153 -11%
BCM
53
BTR Capital Management
California
$565K -$64.7K -1,065 -10%
AWCI
54
Alpine Woods Capital Investors
New York
$547K – – –
NSIM
55
North Star Investment Management
Illinois
$531K +$15.2K +250 +3%
V
56
Veritable
Delaware
$521K – – –
PPW
57
Parcion Private Wealth
Washington
$514K – – –
CB
58
Commerce Bank
Missouri
$498K +$3.46K +57 +0.7%
GWM
59
Geneos Wealth Management
Colorado
$471K -$120K -2,130 -20%
EB
60
Eastern Bank
Massachusetts
$456K – – –
BAM
61
Barrett Asset Management
New York
$445K – – –
JWM
62
JFG Wealth Management
Colorado
$407K -$100K -1,645 -20%
KAS
63
Kestra Advisory Services
Texas
$367K +$367K +100 New
PA
64
Prism Advisors
California
$353K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$350K +$19.7K +324 +6%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$284K +$284K +5,000 New
EGWAG
67
Elwood & Goetz Wealth Advisory Group
Georgia
$277K -$119K -1,962 -30%
SAM
68
Strategy Asset Managers
California
$276K +$276K +4,538 New
CAN
69
Cetera Advisor Networks
California
$265K +$26.4K +434 +11%
AC
70
Abbrea Capital
California
$265K +$265K +4,353 New
GG
71
Gofen & Glossberg
Illinois
$263K +$263K +4,329 New
FWCM
72
Ferguson Wellman Capital Management
Oregon
$262K +$262K +4,303 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$241K +$97.6K +1,601 +68%
NFG
74
Next Financial Group
Texas
$238K +$238K +3,918 New
CIBC World Market
75
CIBC World Market
Ontario, Canada
$236K +$236K +3,887 New
1 2
3
4 5