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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
BTR Capital Management
California
$777K +$104K +1,342 +15%
BRWA
77
B. Riley Wealth Advisors
Florida
$775K -$108K -1,393 -12%
V
78
Veritable
Delaware
$773K +$55.8K +723 +8%
MA
79
Mutual Advisors
Nebraska
$754K +$116K +1,500 +18%
GWM
80
Geneos Wealth Management
Colorado
$751K – – –
GVAG
81
Great Valley Advisor Group
Delaware
$741K +$526K +6,804 +244%
MML Investors Services
82
MML Investors Services
Massachusetts
$731K -$50.7K -657 -6%
KAS
83
Kestra Advisory Services
Texas
$731K +$55.4K +718 +8%
SG
84
Somerset Group
Minnesota
$709K – – –
AWCI
85
Alpine Woods Capital Investors
New York
$695K – – –
MA
86
MONECO Advisors
Connecticut
$648K +$16.8K +218 +3%
PPW
87
Parcion Private Wealth
Washington
$638K -$9.46K -119 -1%
IWM
88
IHT Wealth Management
Illinois
$604K -$1.15M -14,959 -66%
NL
89
NWAM LLC
Washington
$588K +$1.24K +16 +0.2%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$562K +$106K +1,377 +23%
CRIG
91
Charter Research & Investment Group
Connecticut
$551K – – –
HSBC Holdings
92
HSBC Holdings
United Kingdom
$538K – – –
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$519K +$386K +5,002 +290%
HI
94
Harbour Investments
Wisconsin
$497K -$34.8K -450 -7%
Fidelity International
95
Fidelity International
Bermuda
$479K -$402K -5,187 -46%
CA
96
Cetera Advisors
Colorado
$465K +$75.8K +980 +19%
KPWS
97
Kestra Private Wealth Services
Texas
$439K +$439K +5,688 New
SPIA
98
Steward Partners Investment Advisory
New York
$437K +$27.6K +357 +7%
EGWAG
99
Elwood & Goetz Wealth Advisory Group
Georgia
$428K +$148K +1,912 +53%
NWA
100
Navis Wealth Advisors
New York
$415K +$1.08K +14 +0.3%
2 3
4
5 6