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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
51
Element Pointe Advisors
Florida
$1.49M -$1.18M -15,228 -44%
JIR
52
James Investment Research
Ohio
$1.44M -$408K -5,276 -22%
CCM
53
Covington Capital Management
California
$1.35M – – –
PP
54
Professional Planning
California
$1.35M -$141K -1,830 -9%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$1.29M -$983K -12,723 -43%
HT
56
HAP Trading
New York
$1.28M +$1.28M +16,521 New
WP
57
WMS Partners
Maryland
$1.24M – – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.19M -$225K -2,915 -16%
RIS
59
Retirement Income Solutions
Michigan
$1.16M +$194K +2,512 +20%
MFS
60
Mirabella Financial Services
United Kingdom
$1.16M +$1.16M +14,971 New
EWA
61
EP Wealth Advisors
California
$1.14M -$105K -1,360 -8%
FHA
62
Flagship Harbor Advisors
Massachusetts
$1.03M – – –
Simplex Trading
63
Simplex Trading
Illinois
$1.02M – – –
NFG
64
Next Financial Group
Texas
$1.02M +$222K +2,875 +28%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$170K -2,195 -14%
NSIM
66
North Star Investment Management
Illinois
$970K -$13.9K -180 -1%
Wolverine Trading
67
Wolverine Trading
Illinois
$934K +$278K +3,623 +42%
TRCT
68
Tower Research Capital (TRC)
New York
$930K +$930K +12,035 New
KIA
69
KCM Investment Advisors
California
$865K +$865K +11,200 New
CIBC World Market
70
CIBC World Market
Ontario, Canada
$833K -$2.22M -28,760 -73%
OAM
71
Occidental Asset Management
California
$831K +$30.5K +395 +4%
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$817K +$817K +10,585 New
FAIM
73
Financial Advocates Investment Management
Washington
$806K +$15.4K +199 +2%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$801K -$43.5K -564 -5%
CB
75
Commerce Bank
Missouri
$795K -$49.4K -640 -6%
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3
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