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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.33M
4
CI
4
CX Institutional
Indiana
$1.7M
5
QC
5
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
51
ExodusPoint Capital Management
New York
$209K +$209K +9,087 New
CB
52
Commerce Bank
Missouri
$206K +$16.6K +718 +9%
TRCT
53
Tower Research Capital (TRC)
New York
$177K -$687K -29,799 -80%
T
54
Tidemark
California
$170K – – –
NA
55
NewEdge Advisors
Louisiana
$140K -$14.5K -631 -9%
HR
56
Howe & Rusling
New York
$140K +$1.84K +80 +1%
LFASL
57
Lugano Financial Advisors SA (LFA)
Switzerland
$115K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$113K +$106K +4,587 +1,456%
M
59
MOTCO
Texas
$102K +$15.9K +689 +18%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$99.7K -$507 -22 -0.5%
TAM
61
Townsend Asset Management
North Carolina
$92.6K +$507 +22 +0.6%
KC
62
Kepos Capital
New York
$86K -$147K -6,435 -63%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$85.2K -$10.4K -453 -11%
SPIA
64
Steward Partners Investment Advisory
New York
$82.6K -$733K -31,790 -90%
NSIM
65
North Star Investment Management
Illinois
$78.2K -$111K -4,805 -59%
AFG
66
Albion Financial Group
Utah
$70.2K – – –
CA
67
Continuum Advisory
Idaho
$65.7K +$65.7K +3,008 New
Comerica Bank
68
Comerica Bank
Texas
$64.8K +$2.03K +88 +3%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.1K -$3.16K -137 -5%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$56.3K +$56.3K +2,445 New
AAG
71
Accordant Advisory Group
Maryland
$52.1K +$52.1K +2,260 New
HPC
72
HM Payson & Co
Maine
$45.5K – – –
AFS
73
Annapolis Financial Services
Maryland
$36.2K – – –
TLA
74
Tanglewood Legacy Advisors
Texas
$27.6K -$3.34K -145 -11%
GWM
75
Geneos Wealth Management
Colorado
$26.3K -$15.4K -666 -37%
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