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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$626K +$144K +2,213 +30%
BRWA
77
B. Riley Wealth Advisors
Florida
$615K -$27.9K -428 -4%
CB
78
Commerce Bank
Missouri
$606K -$47.4K -728 -7%
AWCI
79
Alpine Woods Capital Investors
New York
$586K – – –
SG
80
Somerset Group
Minnesota
$578K – – –
CWA
81
CJM Wealth Advisers
Virginia
$563K -$617K -9,466 -52%
GWM
82
Geneos Wealth Management
Colorado
$528K -$11.3K -174 -2%
Fidelity International
83
Fidelity International
Bermuda
$516K +$6.23K +95 +1%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K -$122K -1,868 -20%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$475K -$26.6K -408 -5%
JIR
86
James Investment Research
Ohio
$466K -$263K -4,047 -36%
CRIG
87
Charter Research & Investment Group
Connecticut
$465K – – –
NF
88
Nvest Financial
New Hampshire
$465K +$465K +7,140 New
Wolverine Trading
89
Wolverine Trading
Illinois
$463K +$151K +2,306 +48%
MCM
90
MAI Capital Management
Ohio
$456K +$177K +2,715 +63%
EGWAG
91
Elwood & Goetz Wealth Advisory Group
Georgia
$428K +$15.4K +236 +4%
JWM
92
JFG Wealth Management
Colorado
$418K +$119K +1,832 +40%
TWM
93
Tradition Wealth Management
Minnesota
$409K +$143K +2,191 +54%
KAS
94
Kestra Advisory Services
Texas
$405K -$79.3K -1,216 -16%
IWM
95
IHT Wealth Management
Illinois
$395K -$41.8K -642 -10%
MA
96
Mutual Advisors
Nebraska
$389K +$66.4K +1,020 +21%
Wealthfront Advisers
97
Wealthfront Advisers
California
$384K +$77.9K +1,197 +25%
GVAG
98
Great Valley Advisor Group
Delaware
$377K -$57.9K -889 -13%
EB
99
Eastern Bank
Massachusetts
$369K – – –
KPWS
100
Kestra Private Wealth Services
Texas
$357K -$97.6K -1,498 -21%
2 3
4
5 6