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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.08M -$40.2K -618 -4%
WP
52
WMS Partners
Maryland
$1.04M – – –
OCM
53
One Capital Management
California
$1.03M +$5.6K +86 +0.5%
HighTower Advisors
54
HighTower Advisors
Illinois
$976K -$2.35M -36,079 -71%
TRCT
55
Tower Research Capital (TRC)
New York
$966K -$98.9K -1,518 -9%
NSIM
56
North Star Investment Management
Illinois
$951K +$106K +1,634 +13%
MIH
57
Meitav Investment House
Israel
$930K -$1.58M -24,231 -63%
EWA
58
EP Wealth Advisors
California
$927K -$23.8K -365 -3%
SIG
59
Sargent Investment Group
Maryland
$917K -$2.03M -31,182 -69%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$911K -$53.8K -826 -6%
Citadel Advisors
61
Citadel Advisors
Florida
$863K -$1.05M -16,107 -55%
CAN
62
Cetera Advisor Networks
California
$821K -$582K -8,924 -41%
VNA
63
Valley National Advisers
Pennsylvania
$811K -$746K -11,469 -48%
MWP
64
Moller Wealth Partners
$806K +$218K +3,345 +37%
BCM
65
BTR Capital Management
California
$802K +$17.7K +272 +2%
WWM
66
Western Wealth Management
Colorado
$788K +$398K +6,114 +102%
GW
67
GW & Wade
Massachusetts
$788K +$584K +8,954 +285%
BAM
68
Barrett Asset Management
New York
$712K – – –
Neuberger Berman Group
69
Neuberger Berman Group
New York
$674K -$40.1K -615 -6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$665K -$96.2K -1,474 -13%
V
71
Veritable
Delaware
$652K – – –
GCM
72
Graham Capital Management
Connecticut
$651K +$651K +10,000 New
RIS
73
Retirement Income Solutions
Michigan
$636K -$219K -3,368 -26%
KIA
74
KCM Investment Advisors
California
$629K -$415K -6,370 -40%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$626K – – –
1 2
3
4 5