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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
CI
2
CX Institutional
Indiana
$1.32M
3
JGUA
3
John G. Ullman & Associates
New York
$3.06M
4
Fidelity International
4
Fidelity International
Bermuda
$600K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$539K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$413K 13,132 -1,315 -9%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$408K 12,986 +2,449 +23%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$399K 12,711 -1,477 -10%
CAN
54
Cetera Advisor Networks
California
$398K 12,656 -35,386 -74%
Prudential Financial
55
Prudential Financial
New Jersey
$349K 11,114 +11,114 New
Neuberger Berman Group
56
Neuberger Berman Group
New York
$333K 10,585 – –
PFO
57
Pathstone Family Office
New Jersey
$321K 10,214 +10,214 New
OCM
58
One Capital Management
California
$303K 9,633 -618 -6%
IWM
59
IHT Wealth Management
Illinois
$294K 9,365 +1,699 +22%
Mariner
60
Mariner
Kansas
$292K 9,290 -177 -2%
OBWG
61
Onyx Bridge Wealth Group
New York
$287K 9,122 +9,122 New
CB
62
Commerce Bank
Missouri
$268K 8,524 -25 -0.3%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$263K 8,358 -1,323 -14%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$256K 8,134 +167 +2%
AWM
65
AE Wealth Management
Kansas
$254K 8,082 +423 +6%
TWM
66
Tradition Wealth Management
Minnesota
$254K 8,067 +329 +4%
MCM
67
MAI Capital Management
Ohio
$245K 7,795 -262 -3%
HR
68
Howe & Rusling
New York
$233K 7,419 +2,946 +66%
HighTower Advisors
69
HighTower Advisors
Illinois
$233K 7,384 -645 -8%
CRIG
70
Charter Research & Investment Group
Connecticut
$226K 7,190 – –
PA
71
Prism Advisors
California
$226K 7,183 +2,000 +39%
BRWA
72
B. Riley Wealth Advisors
Florida
$226K 7,175 -196 -3%
MIH
73
Meitav Investment House
Israel
$221K 7,040 -190 -3%
NA
74
NewEdge Advisors
Louisiana
$218K 6,939 -6,211 -47%
D
75
Diversified
Delaware
$217K 6,904 -638 -8%
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3
4 5