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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
1
Citigroup
New York
$9.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.79M
3
AGM
3
Alpine Global Management
New York
$749K
4
A
4
Allianz
Germany
$4.49M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$822K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$38.6K -$13.7K -686 -26%
BP
52
BNP Paribas
France
$30.7K +$30.7K +1,500 New
NSIM
53
North Star Investment Management
Illinois
$29.4K -$26.9K -1,344 -48%
AFG
54
Albion Financial Group
Utah
$28K – – –
AWM
55
AE Wealth Management
Kansas
$26.8K +$26.8K +1,340 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$26.8K +$15.4K +772 +136%
FHA
57
First Horizon Advisors
Tennessee
$26.7K +$9.93K +496 +59%
TLA
58
Tanglewood Legacy Advisors
Texas
$24.4K +$240 +12 +1%
HPC
59
HM Payson & Co
Maine
$20.1K -$19.4K -970 -49%
NP
60
NorthRock Partners
Minnesota
$17K – – –
AWM
61
Activest Wealth Management
Florida
$15.6K -$12.6K -628 -45%
IA
62
IFP Advisors
Florida
$15.5K +$20 +1 +0.1%
JWA
63
JFS Wealth Advisors
Pennsylvania
$15.2K – – –
Barclays
64
Barclays
United Kingdom
$15K – – –
PWA
65
Physician Wealth Advisors
Utah
$14K +$14K +699 New
ME
66
McIlrath & Eck
Washington
$11.8K +$120 +6 +1%
FP
67
Financial Perspectives
Minnesota
$11.6K – – –
EWM
68
EPG Wealth Management
Georgia
$10.7K -$5.36K -268 -33%
VWM
69
Vermillion Wealth Management
Minnesota
$9.27K +$9.27K +463 New
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$9.25K -$740 -37 -7%
SWA
71
SOA Wealth Advisors
New York
$7.35K -$2.78K -139 -27%
MEG
72
Millstone Evans Group
Colorado
$7.14K +$7.14K +357 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$7.03K +$20 +1 +0.3%
1IA
74
1620 Investment Advisors
Massachusetts
$7.02K – – –
BIM
75
Breakwater Investment Management
Washington
$6.62K -$10.9K -545 -62%
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3
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