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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$7.46M
3
RCS
Retirement Capital Strategies
California
$5.98M
4
Bank of America
Bank of America
North Carolina
$103M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.39M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$23M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.51M
3
Millennium Management
Millennium Management
New York
$6.14M
4
Morgan Stanley
Morgan Stanley
New York
$71.8M
5
E
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$2.12M +$2.12M +22,785 New
VNA
52
Valley National Advisers
Pennsylvania
$2.02M +$299K +3,205 +17%
Citigroup
53
Citigroup
New York
$1.99M +$500K +5,365 +34%
PP
54
Professional Planning
California
$1.8M -$297K -3,186 -14%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$1.71M +$628K +6,737 +58%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.71M +$100K +1,074 +6%
DFG
57
Demars Financial Group
Washington
$1.67M +$131K +1,404 +9%
CCM
58
Covington Capital Management
California
$1.63M – – –
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$1.57M +$117K +1,257 +8%
EWA
60
EP Wealth Advisors
California
$1.5M -$1.16M -12,478 -44%
WP
61
WMS Partners
Maryland
$1.49M +$93.2K +1,000 +7%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.44M -$737K -7,909 -34%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M +$196K +2,100 +16%
PBCM
64
Point Break Capital Management
Florida
$1.4M – – –
CF
65
Centaurus Financial
California
$1.38M -$785K -8,424 -36%
CAN
66
Cetera Advisor Networks
California
$1.34M +$99.5K +1,068 +8%
MIH
67
Meitav Investment House
Israel
$1.31M +$656K +7,039 +100%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.31M – – –
WWM
69
Western Wealth Management
Colorado
$1.25M +$816K +8,741 +188%
NSIM
70
North Star Investment Management
Illinois
$1.19M +$165K +1,774 +16%
RIS
71
Retirement Income Solutions
Michigan
$1.17M -$48.7K -522 -4%
PAG
72
Private Advisor Group
New Jersey
$1.17M -$552K -5,921 -32%
SMC
73
Smith, Moore & Co
Missouri
$1.09M +$1.09M +11,682 New
Fidelity International
74
Fidelity International
Bermuda
$1.07M +$1.07M +11,375 New
BRWA
75
B. Riley Wealth Advisors
Florida
$1.07M -$636K -6,823 -37%
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3
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