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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

95 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
20
Closed
15
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$815K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$19.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.06M
4
Jane Street
4
Jane Street
New York
$1.29M
5
LPL Financial
5
LPL Financial
California
$4.12M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.03M
3
PP
3
Professional Planning
California
$626K
4
ZIG
4
Zurich Insurance Group
Switzerland
$5.99M
5
HFA
5
High Falls Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$22K -$616 -15 -3%
CWA
77
Carolina Wealth Advisors
South Carolina
$14K – – –
SBL
78
Sargent Bickham Lagudis
Colorado
$13K – – –
CB
79
Community Bank
New York
$13K +$13K +323 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$11K – – –
PGAM
81
Princeton Global Asset Management
New Jersey
$10K – – –
AP
82
Advisors Preferred
Maryland
$10K +$206 +5 +2%
AIP
83
Ameritas Investment Partners
Nebraska
$9K – – –
CHC
84
City Holding Co
West Virginia
$8K – – –
AF
85
Allworth Financial
California
$7K – – –
CFFP
86
Center for Financial Planning
Michigan
$7K – – –
CYG
87
Clean Yield Group
Vermont
$6K +$6K +140 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$4K -$4.69K -102 -54%
BWM
89
BerganKDV Wealth Management
Minnesota
$4K – – –
CA
90
Clearstead Advisors
Ohio
$4K – – –
APWA
91
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +100 New
IA
92
IFP Advisors
Florida
$2K – – –
FWM
93
Focused Wealth Management
New York
$1K – – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$1.05M -39,051 Closed
HFA
96
High Falls Advisors
New York
– -$534K -19,913 Closed
BRWM
97
B. Riley Wealth Management
Tennessee
– -$366K -13,638 Closed
CIBC World Market
98
CIBC World Market
Ontario, Canada
– -$255K -9,520 Closed
NFG
99
Next Financial Group
Texas
– -$80K -2,997 Closed
AA
100
Advisory Alpha
Michigan
– -$68.5K -2,313 Closed
1 2 3
4
5