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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

191 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$132M
2
CS
Credit Suisse
Switzerland
$17.4M
3
Fidelity International
Fidelity International
Bermuda
$1.47M
4
SPIA
Steward Partners Investment Advisory
New York
$1.78M
5
CAN
Cetera Advisor Networks
California
$1.36M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
Morgan Stanley
New York
$41.7M
3
Goldman Sachs
Goldman Sachs
New York
$9.49M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115K
5
GWM
Greenwich Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$358K +$71.5K +1,484 +25%
MIH
77
Meitav Investment House
Israel
$352K – – –
CRIG
78
Charter Research & Investment Group
Connecticut
$346K +$2.65K +55 +0.8%
JWM
79
JFG Wealth Management
Colorado
$345K – – –
IWM
80
IHT Wealth Management
Illinois
$340K +$68.8K +1,426 +25%
AWA
81
Arete Wealth Advisors
Illinois
$335K +$109K +2,262 +48%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K -$11.6K -240 -3%
MA
83
Mutual Advisors
Nebraska
$313K +$4.14K +86 +1%
EGWAG
84
Elwood & Goetz Wealth Advisory Group
Georgia
$311K +$433 +9 +0.1%
AWS
85
Atria Wealth Solutions
New York
$306K -$835K -17,324 -73%
QIM
86
Quantitative Investment Management
Virginia
$303K -$160K -3,315 -35%
EH
87
Equitable Holdings
New York
$294K -$578 -12 -0.2%
TF
88
TIAA FSB
Florida
$279K – – –
SEA
89
Stegent Equity Advisors
Texas
$276K -$423K -8,767 -60%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$275K -$118K -2,440 -30%
EB
91
Eastern Bank
Massachusetts
$273K – – –
GVAG
92
Great Valley Advisor Group
Delaware
$260K – – –
SIG
93
Sargent Investment Group
Maryland
$257K -$243K -4,934 -49%
OMC
94
Old Mission Capital
Illinois
$251K +$251K +5,200 New
Citadel Advisors
95
Citadel Advisors
Florida
$249K +$249K +5,167 New
AG
96
Appleton Group
Wisconsin
$243K +$243K +5,051 New
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$241K – – –
Creative Planning
98
Creative Planning
Kansas
$227K +$1.06K +22 +0.5%
NA
99
NewEdge Advisors
Louisiana
$223K +$8.66K +180 +4%
TWM
100
Tradition Wealth Management
Minnesota
$213K -$88.7K -1,842 -29%
2 3
4
5 6