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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

124 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
17
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

1
Citigroup
Citigroup
New York
$7.66M
2
UBS Group
UBS Group
Switzerland
$3.99M
3
Bank of America
Bank of America
North Carolina
$9.53M
4
Morgan Stanley
Morgan Stanley
New York
$18.1M
5
JGUA
John G. Ullman & Associates
New York
$2.36M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1K
2
Macquarie Group
Macquarie Group
Australia
$0
3
Goldman Sachs
Goldman Sachs
New York
$3.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.55M
5
TRCT
Tower Research Capital (TRC)
New York
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$56.4K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$52.4K -$1.44K -72 -3%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$49K +$20 +1 +0%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K -$11K -547 -20%
HPC
55
HM Payson & Co
Maine
$39.5K – – –
AFS
56
Annapolis Financial Services
Maryland
$31.5K – – –
AWM
57
Activest Wealth Management
Florida
$28.2K – – –
AFG
58
Albion Financial Group
Utah
$28K – – –
TLA
59
Tanglewood Legacy Advisors
Texas
$24.2K +$80 +4 +0.3%
CTC
60
Central Trust Company
Missouri
$20K – – –
BIM
61
Breakwater Investment Management
Washington
$17.5K – – –
NP
62
NorthRock Partners
Minnesota
$17K -$741 -37 -4%
FHA
63
First Horizon Advisors
Tennessee
$16.8K -$3.81K -190 -19%
EWM
64
EPG Wealth Management
Georgia
$16.1K +$16.1K +804 New
IA
65
IFP Advisors
Florida
$15.5K -$4.83K -241 -24%
JWA
66
JFS Wealth Advisors
Pennsylvania
$15.2K -$1.06K -53 -7%
Barclays
67
Barclays
United Kingdom
$15K – – –
HI
68
Harbour Investments
Wisconsin
$11.8K – – –
ME
69
McIlrath & Eck
Washington
$11.7K +$40 +2 +0.3%
FP
70
Financial Perspectives
Minnesota
$11.6K +$40 +2 +0.3%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$11.4K +$10.9K +542 +2,168%
SWA
72
SOA Wealth Advisors
New York
$10.1K +$40 +2 +0.4%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$10K – – –
1IA
74
1620 Investment Advisors
Massachusetts
$7.03K +$2.8K +140 +66%
GWSG
75
GPS Wealth Strategies Group
Colorado
$7.01K +$20 +1 +0.3%
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