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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.27M
2
TFF
2
The Family Firm
Maryland
$1.29M
3
Truist Financial
3
Truist Financial
North Carolina
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$960K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.02M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
HFA
2
High Falls Advisors
New York
$0
3
CA
3
Calton & Associates
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$3.98M
5
AWCI
5
Alpine Woods Capital Investors
New York
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
76
Financial Management Professionals
Texas
$2K -$4.23M -118,309 -100%
AC
77
AlphaCore Capital
California
$2K +$2K +45 New
FWM
78
Focused Wealth Management
New York
$1K – – –
IA
79
IFP Advisors
Florida
$1K – – –
US Bancorp
80
US Bancorp
Minnesota
$1K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$40 +1 +4%
VCP
82
Verus Capital Partners
Arizona
$1K +$1K +21 New
IFWM
83
Institute for Wealth Management
Colorado
$1K +$1K +40 New
PGAM
84
Princeton Global Asset Management
New Jersey
$9 – – –
HFA
85
High Falls Advisors
New York
– -$810K -27,765 Closed
CA
86
Calton & Associates
Florida
– -$337K -11,557 Closed
GI
87
Gradient Investments
Minnesota
– -$25K -863 Closed
KWA
88
KCS Wealth Advisory
California
– -$8.78K -301 Closed
FAAS
89
First Allied Advisory Services
California
– -$8K -260 Closed
TC
90
Truvestments Capital
Florida
– -$3K -102 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -56 Closed
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