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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

133 hedge funds and large institutions have $292M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+38
Holders Change %
+40%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
18
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$18.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$19.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.1M
4
Bank of America
4
Bank of America
North Carolina
$35.6M
5
UBS Group
5
UBS Group
Switzerland
$12.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Stephens Inc
Arkansas
$3.42M
3
ZIG
3
Zurich Insurance Group
Switzerland
$8.08M
4
PCM
4
Pennsylvania Capital Management
Pennsylvania
$0
5
FMP
5
Financial Management Professionals
Texas
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
76
American Portfolios Advisors
New York
$233K +$82.1K +1,351 +54%
AA
77
Aufman Associates
Pennsylvania
$224K +$224K +3,692 New
TAM
78
Townsend Asset Management
North Carolina
$220K +$243 +4 +0.1%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$218K +$218K +3,588 New
HCMNY
80
Howard Capital Management (New York)
New York
$213K +$213K +3,500 New
MWM
81
MinichMacGregor Wealth Management
New York
$212K +$212K +3,488 New
FAAS
82
First Allied Advisory Services
California
$207K +$207K +3,400 New
CG
83
Colony Group
Massachusetts
$206K +$206K +3,387 New
MWP
84
Moller Wealth Partners
$202K +$202K +3,318 New
SPIA
85
Steward Partners Investment Advisory
New York
$188K – – –
SIM
86
Seaview Investment Managers
Florida
$171K +$171K +2,690 New
CTC
87
Central Trust Company
Missouri
$146K +$22.2K +365 +18%
Simplex Trading
88
Simplex Trading
Illinois
$139K +$12.1K +200 +10%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$119K +1,962 +7,848%
CFA
90
Carroll Financial Associates
North Carolina
$120K – – –
HPC
91
HM Payson & Co
Maine
$118K – – –
MIFH
92
Migdal Insurance & Financial Holdings
Israel
$116K +$3.96K +65 +4%
HR
93
Howe & Rusling
New York
$108K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$39K +642 +61%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$91K +$25.5K +419 +39%
PFS
97
Prospera Financial Services
Texas
$85K +$85K +1,400 New
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$79K +$79K +1,289 New
AA
99
Advisory Alpha
Michigan
$67K +$67K +970 New
BWM
100
BerganKDV Wealth Management
Minnesota
$67K +$61.2K +1,000 +1,053%
2 3
4
5 6