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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

191 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$64.3M
2
CS
Credit Suisse
Switzerland
+$2.52M
3
Fidelity International
Fidelity International
Bermuda
+$1.12M
4
SPIA
Steward Partners Investment Advisory
New York
+$988K
5
CAN
Cetera Advisor Networks
California
+$698K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17M
2
Morgan Stanley
Morgan Stanley
New York
-$16.9M
3
Goldman Sachs
Goldman Sachs
New York
-$2.31M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.55M
5
GWM
Greenwich Wealth Management
Connecticut
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$712K +$48 +1 +0%
EWA
52
EP Wealth Advisors
California
$711K +$25.8K +536 +4%
NA
53
Nottingham Advisors
New York
$677K +$677K +14,056 New
MWP
54
Moller Wealth Partners
$669K -$38.8K -805 -5%
AWM
55
Activest Wealth Management
Florida
$666K +$666K +12,431 New
CIBC World Market
56
CIBC World Market
Ontario, Canada
$658K -$228K -4,729 -26%
BCM
57
BTR Capital Management
California
$608K +$14.4K +300 +2%
MML Investors Services
58
MML Investors Services
Massachusetts
$570K +$8.67K +180 +2%
PAG
59
Private Advisor Group
New Jersey
$567K -$57.7K -1,197 -9%
HighTower Advisors
60
HighTower Advisors
Illinois
$534K +$3.08K +64 +0.6%
Wealthfront Advisers
61
Wealthfront Advisers
California
$509K +$164K +3,394 +47%
CMI
62
Clare Market Investments
Texas
$489K +$489K +10,155 New
V
63
Veritable
Delaware
$482K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$468K +$21.2K +440 +5%
CWA
65
CJM Wealth Advisers
Virginia
$461K -$6.65K -138 -1%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$456K -$41.9K -870 -8%
Mariner
67
Mariner
Kansas
$438K +$438K +9,092 New
CB
68
Commerce Bank
Missouri
$437K -$721 -15 -0.2%
AWCI
69
Alpine Woods Capital Investors
New York
$434K – – –
MCM
70
MAI Capital Management
Ohio
$425K +$1.25K +26 +0.3%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$422K -$31.7K -658 -7%
GSC
72
Ground Swell Capital
South Carolina
$410K +$410K +8,501 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$389K +$389K +8,069 New
BBVA
74
Banco Bilbao Vizcaya Argentaria
Spain
$380K +$380K +7,890 New
AWM
75
AE Wealth Management
Kansas
$374K +$374K +7,765 New
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