PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$7.46M
3
RCS
Retirement Capital Strategies
California
$5.98M
4
Bank of America
Bank of America
North Carolina
$103M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.39M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$23M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.51M
3
Millennium Management
Millennium Management
New York
$6.14M
4
Morgan Stanley
Morgan Stanley
New York
$71.8M
5
E
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$1.03M -$170K -1,828 -14%
FHA
77
Flagship Harbor Advisors
Massachusetts
$1.03M +$42.9K +460 +4%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$1.02M -$77.4K -831 -7%
CB
79
Commerce Bank
Missouri
$1.02M +$81.5K +875 +9%
CPO
80
Cerity Partners OCIO
New York
$983K +$983K +10,550 New
OAM
81
Occidental Asset Management
California
$965K +$739K +7,935 +327%
NFG
82
Next Financial Group
Texas
$963K -$434K -4,658 -31%
FAIM
83
Financial Advocates Investment Management
Washington
$954K +$139K +1,494 +17%
MML Investors Services
84
MML Investors Services
Massachusetts
$944K -$460K -4,935 -33%
GWM
85
Geneos Wealth Management
Colorado
$877K +$13.5K +149 +2%
V
86
Veritable
Delaware
$866K +$38.4K +412 +5%
PFA
87
Plotkin Financial Advisors
Maryland
$864K +$556K +5,970 +181%
SG
88
Somerset Group
Minnesota
$855K +$80.4K +863 +10%
AWCI
89
Alpine Woods Capital Investors
New York
$839K – – –
KAS
90
Kestra Advisory Services
Texas
$815K -$39.2K -421 -5%
BCM
91
BTR Capital Management
California
$812K -$87.6K -940 -10%
Wolverine Trading
92
Wolverine Trading
Illinois
$808K +$195K +2,070 +32%
Barclays
93
Barclays
United Kingdom
$790K +$510K +5,477 +183%
MA
94
Mutual Advisors
Nebraska
$770K -$804K -8,626 -51%
MA
95
MONECO Advisors
Connecticut
$762K -$116K -1,242 -13%
PPW
96
Parcion Private Wealth
Washington
$759K – – –
NL
97
NWAM LLC
Washington
$708K +$76.5K +821 +12%
CRIG
98
Charter Research & Investment Group
Connecticut
$665K – – –
SAF
99
Smith Anglin Financial
Texas
$659K -$287K -3,081 -30%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$649K -$226K -2,425 -26%
2 3
4
5 6