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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$467K -$63.9K -1,585 -12%
OCM
52
One Capital Management
California
$448K -$139K -3,445 -24%
MML Investors Services
53
MML Investors Services
Massachusetts
$427K -$99.6K -2,463 -19%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$408K +$5.46K +135 +1%
V
55
Veritable
Delaware
$405K – – –
Mariner
56
Mariner
Kansas
$376K -$35.7K -884 -9%
WWM
57
Western Wealth Management
Colorado
$370K +$19.8K +489 +6%
BFS
58
Bard Financial Services
Connecticut
$369K +$369K +9,125 New
CB
59
Commerce Bank
Missouri
$354K – – –
PAG
60
Private Advisor Group
New Jersey
$337K -$54.8K -1,356 -14%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$337K -$5.94K -147 -2%
JWM
62
JFG Wealth Management
Colorado
$336K -$29.7K -736 -8%
MCM
63
MAI Capital Management
Ohio
$304K +$5.33K +132 +2%
D
64
Diversified
Delaware
$304K -$52.6K -1,302 -15%
AWM
65
AE Wealth Management
Kansas
$303K -$11.6K -288 -4%
BRWA
66
B. Riley Wealth Advisors
Florida
$299K -$42.5K -1,051 -12%
EGWAG
67
Elwood & Goetz Wealth Advisory Group
Georgia
$295K +$23.6K +583 +9%
CRIG
68
Charter Research & Investment Group
Connecticut
$291K – – –
IWM
69
IHT Wealth Management
Illinois
$275K -$2.67K -66 -1%
MIH
70
Meitav Investment House
Israel
$258K -$2.28K -64 -0.9%
KAS
71
Kestra Advisory Services
Texas
$253K -$70.8K -1,751 -22%
TWM
72
Tradition Wealth Management
Minnesota
$245K +$65.8K +1,629 +37%
TF
73
TIAA FSB
Florida
$234K – – –
CWA
74
CJM Wealth Advisers
Virginia
$231K -$1.37K -34 -0.6%
GVAG
75
Great Valley Advisor Group
Delaware
$218K – – –
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3
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