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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$263K -$55.9K -2,059 -18%
IWM
77
IHT Wealth Management
Illinois
$263K -$6.98K -182 -3%
EGWAG
78
Elwood & Goetz Wealth Advisory Group
Georgia
$257K +$9.85K +257 +4%
AWS
79
Atria Wealth Solutions
New York
$245K +$1.3K +34 +0.5%
TF
80
TIAA FSB
Florida
$222K – – –
CWA
81
CJM Wealth Advisers
Virginia
$220K -$146K -3,817 -40%
EB
82
Eastern Bank
Massachusetts
$217K – – –
GVAG
83
Great Valley Advisor Group
Delaware
$207K – – –
LFASL
84
Lugano Financial Advisors SA (LFA)
Switzerland
$192K – – –
TWM
85
Tradition Wealth Management
Minnesota
$170K +$613 +16 +0.4%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$168K +$19.4K +506 +13%
TAM
87
Townsend Asset Management
North Carolina
$149K +$1.99K +52 +1%
Fidelity International
88
Fidelity International
Bermuda
$148K -$994K -25,931 -87%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$132K -3,455 -51%
HR
90
Howe & Rusling
New York
$119K – – –
AFG
91
Albion Financial Group
Utah
$117K – – –
HI
92
Harbour Investments
Wisconsin
$113K -$27.8K -725 -20%
GWM
93
Geneos Wealth Management
Colorado
$111K – – –
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$106K -$11.3K -295 -10%
ASN
95
Advisory Services Network
Georgia
$105K +$105K +2,731 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$80K -$800 -21 -1%
Barclays
97
Barclays
United Kingdom
$76K – – –
HPC
98
HM Payson & Co
Maine
$75.7K – – –
VNA
99
Valley National Advisers
Pennsylvania
$73K – – –
BAM
100
Belpointe Asset Management
Nevada
$72.6K +$72.6K +1,895 New
2 3
4
5 6