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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$41.1M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Millennium Management
3
Millennium Management
New York
$20.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$87.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.57M
2
MCM
2
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
4
Portfolio Strategies
New York
$2.62M
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$1.99M -$241K -2,453 -11%
WMP
52
Wealth Management Partners
Arizona
$1.89M +$1.15M +12,139 +155%
CS
53
Credit Suisse
Switzerland
$1.83M -$54.4K -553 -3%
PAG
54
Private Advisor Group
New Jersey
$1.81M +$379K +3,853 +26%
BCM
55
Brookstone Capital Management
Illinois
$1.81M -$2.52M -25,658 -58%
VNA
56
Valley National Advisers
Pennsylvania
$1.81M -$119K -1,206 -6%
BRWA
57
B. Riley Wealth Advisors
Florida
$1.8M +$260K +2,644 +17%
CCM
58
Covington Capital Management
California
$1.72M – – –
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.7M +$450K +4,574 +36%
MA
60
Mutual Advisors
Nebraska
$1.66M -$2.37M -24,096 -59%
DFG
61
Demars Financial Group
Washington
$1.62M +$1.62M +16,476 New
VWM
62
Vigilare Wealth Management
Arizona
$1.61M +$1.61M +16,313 New
Citigroup
63
Citigroup
New York
$1.57M -$437M -4,445,227 -100%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$1.53M +$1.2M +12,161 +354%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$1.49M +$1.05M +10,701 +242%
PBCM
66
Point Break Capital Management
Florida
$1.48M +$600K +6,100 +68%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.48M +$1.23M +12,532 +495%
WP
68
WMS Partners
Maryland
$1.48M – – –
NFG
69
Next Financial Group
Texas
$1.48M +$629K +6,394 +74%
Allianz Asset Management
70
Allianz Asset Management
Germany
$1.38M -$1.57M -16,000 -53%
CAN
71
Cetera Advisor Networks
California
$1.31M +$440K +4,470 +51%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M +$1.14M +11,539 +682%
RIS
73
Retirement Income Solutions
Michigan
$1.29M +$53.4K +543 +4%
Simplex Trading
74
Simplex Trading
Illinois
$1.27M -$691K -7,029 -35%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$1.16M -$4.92K -50 -0.4%
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3
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