PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

160 hedge funds and large institutions have $171M invested in Invesco WilderHill Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
46
Closed
23
Calls
$695K
Puts
$375K
Net Calls
+$320K
Net Calls Change
-$120K

Top Buyers

1
JGUA
1
John G. Ullman & Associates
New York
$2.8M
2
Jane Street
2
Jane Street
New York
$1.07M
3
IW
3
Instrumental Wealth
Florida
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$1.93M
5
CG
5
Cutler Group
California
$846K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$423K 10,537 +10,537 New
OCM
52
One Capital Management
California
$411K 10,251 -844 -8%
WWM
53
Western Wealth Management
Colorado
$408K 10,179 +1,018 +11%
V
54
Veritable
Delaware
$402K 10,014 – –
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$388K 9,681 -3,334 -26%
Mariner
56
Mariner
Kansas
$380K 9,467 +169 +2%
BFS
57
Bard Financial Services
Connecticut
$366K 9,125 – –
PAG
58
Private Advisor Group
New Jersey
$346K 8,126 -219 -3%
CB
59
Commerce Bank
Missouri
$343K 8,549 -205 -2%
MCM
60
MAI Capital Management
Ohio
$323K 8,057 +530 +7%
HighTower Advisors
61
HighTower Advisors
Illinois
$321K 8,029 -3,557 -31%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$320K 7,967 -375 -4%
TWM
63
Tradition Wealth Management
Minnesota
$310K 7,738 +1,672 +28%
JWM
64
JFG Wealth Management
Colorado
$310K 7,720 -598 -7%
IWM
65
IHT Wealth Management
Illinois
$308K 7,666 +866 +13%
AWM
66
AE Wealth Management
Kansas
$307K 7,659 +164 +2%
D
67
Diversified
Delaware
$303K 7,542 +28 +0.4%
Walleye Capital
68
Walleye Capital
New York
$299K 7,448 +7,448 New
BRWA
69
B. Riley Wealth Advisors
Florida
$296K 7,371 -30 -0.4%
EGWAG
70
Elwood & Goetz Wealth Advisory Group
Georgia
$296K 7,372 +74 +1%
MIH
71
Meitav Investment House
Israel
$290K 7,230 – –
CRIG
72
Charter Research & Investment Group
Connecticut
$288K 7,190 – –
KAS
73
Kestra Advisory Services
Texas
$258K 6,442 +193 +3%
TF
74
TIAA FSB
Florida
$232K 5,793 – –
ASFA
75
All Season Financial Advisors
Colorado
$218K 5,443 +5,443 New
1 2
3
4 5