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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
76
Total Wealth Planning
Ohio
$215K -$1.42M -35,089 -87%
AWS
77
Atria Wealth Solutions
New York
$213K -$45.1K -1,116 -17%
Creative Planning
78
Creative Planning
Kansas
$204K +$204K +5,053 New
LFASL
79
Lugano Financial Advisors SA (LFA)
Switzerland
$202K – – –
CG
80
Cutler Group
California
$197K +$197K +4,886 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$177K – – –
TAM
82
Townsend Asset Management
North Carolina
$159K +$1.54K +38 +1%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$4.04K -100 -3%
AFG
84
Albion Financial Group
Utah
$123K – – –
GWM
85
Geneos Wealth Management
Colorado
$117K – – –
KTC
86
Kistler-Tiffany Companies
Pennsylvania
$108K -$4.49K -111 -4%
HR
87
Howe & Rusling
New York
$105K -$20.2K -500 -16%
LPIC
88
LeJeune Puetz Investment Counsel
Michigan
$101K +$101K +2,500 New
HPC
89
HM Payson & Co
Maine
$79.8K – – –
HI
90
Harbour Investments
Wisconsin
$78.3K -$41.3K -1,022 -35%
BAM
91
Belpointe Asset Management
Nevada
$66.6K -$10K -248 -13%
AFS
92
Annapolis Financial Services
Maryland
$63.5K – – –
VNA
93
Valley National Advisers
Pennsylvania
$63K -$444 -12 -0.7%
ASN
94
Advisory Services Network
Georgia
$62.6K -$47.8K -1,182 -43%
M
95
MOTCO
Texas
$61.7K +$22.7K +561 +58%
TLA
96
Tanglewood Legacy Advisors
Texas
$53.3K +$566 +14 +1%
CTC
97
Central Trust Company
Missouri
$52.3K – – –
BAAM
98
Baker Avenue Asset Management
California
$50.9K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$50.9K -$715K -17,683 -93%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$39.3K +$35.2K +872 +872%
2 3
4
5 6