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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
51
Retirement Income Solutions
Michigan
$502K -$65K -1,696 -11%
MML Investors Services
52
MML Investors Services
Massachusetts
$499K +$45.3K +1,182 +10%
MWP
53
Moller Wealth Partners
$497K -$35.1K -917 -7%
NA
54
NewEdge Advisors
Louisiana
$485K +$372K +15,300 +330%
BBVA
55
Banco Bilbao Vizcaya Argentaria
Spain
$483K +$181K +4,710 +60%
LWM
56
Laidlaw Wealth Management
New York
$478K +$478K +12,473 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$452K +$233K +6,072 +106%
TRCT
58
Tower Research Capital (TRC)
New York
$428K -$655K -17,098 -60%
Corient Private Wealth
59
Corient Private Wealth
Florida
$424K +$424K +11,055 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$411K +$101K +2,645 +33%
Mariner
61
Mariner
Kansas
$390K +$41.8K +1,090 +12%
V
62
Veritable
Delaware
$384K – – –
Neuberger Berman Group
63
Neuberger Berman Group
New York
$382K +$19.2K +500 +5%
JWM
64
JFG Wealth Management
Colorado
$347K +$71.8K +1,874 +26%
D
65
Diversified
Delaware
$338K -$250K -6,513 -42%
CB
66
Commerce Bank
Missouri
$336K -$12.7K -332 -4%
WWM
67
Western Wealth Management
Colorado
$332K -$306K -7,980 -48%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$325K -$10.7K -280 -3%
BRWA
69
B. Riley Wealth Advisors
Florida
$324K -$47.6K -1,242 -13%
KAS
70
Kestra Advisory Services
Texas
$307K +$21.9K +571 +8%
Prudential Financial
71
Prudential Financial
New Jersey
$300K +$300K +7,838 New
AWM
72
AE Wealth Management
Kansas
$298K +$690 +18 +0.2%
MCM
73
MAI Capital Management
Ohio
$283K -$54.5K -1,423 -16%
MIH
74
Meitav Investment House
Israel
$280K – – –
CRIG
75
Charter Research & Investment Group
Connecticut
$276K – – –
1 2
3
4 5