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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$41.1M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Millennium Management
3
Millennium Management
New York
$20.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$87.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.57M
2
MCM
2
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
4
Portfolio Strategies
New York
$2.62M
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$1.15M +$1.15M +11,654 New
NSIM
77
North Star Investment Management
Illinois
$1.08M +$181K +1,837 +20%
APA
78
American Portfolios Advisors
New York
$1.07M +$566K +5,754 +112%
FHA
79
Flagship Harbor Advisors
Massachusetts
$1.04M +$1.04M +10,559 New
SPIA
80
Steward Partners Investment Advisory
New York
$1.01M +$594K +6,038 +142%
HI
81
Harbour Investments
Wisconsin
$1M +$1M +10,204 New
SAF
82
Smith Anglin Financial
Texas
$999K +$524K +5,328 +110%
CB
83
Commerce Bank
Missouri
$989K +$163K +1,660 +20%
SFP
84
Sandbox Financial Partners
Maryland
$982K +$982K +9,927 New
BCM
85
BTR Capital Management
California
$950K +$35.6K +362 +4%
MA
86
MONECO Advisors
Connecticut
$927K +$213K +2,169 +30%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$923K -$68.8K -700 -7%
Optiver Holding
88
Optiver Holding
Netherlands
$918K +$918K +9,333 New
KAS
89
Kestra Advisory Services
Texas
$902K +$134K +1,360 +17%
JWS
90
Juncture Wealth Strategies
Arizona
$891K +$891K +9,457 New
AWCI
91
Alpine Woods Capital Investors
New York
$886K – – –
V
92
Veritable
Delaware
$874K +$30.4K +309 +4%
FAIM
93
Financial Advocates Investment Management
Washington
$860K +$860K +8,743 New
GWM
94
Geneos Wealth Management
Colorado
$839K – – –
SG
95
Somerset Group
Minnesota
$818K +$818K +8,311 New
CA
96
Cetera Advisors
Colorado
$802K +$88.7K +901 +12%
PPW
97
Parcion Private Wealth
Washington
$801K – – –
CRIG
98
Charter Research & Investment Group
Connecticut
$702K – – –
CWM
99
Collaborative Wealth Management
Florida
$702K +$702K +10,782 New
NL
100
NWAM LLC
Washington
$667K -$441K -4,477 -40%
2 3
4
5 6