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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
CI
2
CX Institutional
Indiana
$1.32M
3
JGUA
3
John G. Ullman & Associates
New York
$3.06M
4
Fidelity International
4
Fidelity International
Bermuda
$600K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$539K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
76
JFG Wealth Management
Colorado
$212K 6,731 -989 -13%
WWM
77
Western Wealth Management
Colorado
$203K 6,446 -3,733 -37%
LFASL
78
Lugano Financial Advisors SA (LFA)
Switzerland
$157K 5,000 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$135K 4,303 -171 -4%
TAM
80
Townsend Asset Management
North Carolina
$125K 3,974 +19 +0.5%
Comerica Bank
81
Comerica Bank
Texas
$105K 3,337 +3,337 New
AFG
82
Albion Financial Group
Utah
$95.8K 3,047 – –
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.7K 2,980 -188 -6%
GWM
84
Geneos Wealth Management
Colorado
$81.9K 2,607 -300 -10%
M
85
MOTCO
Texas
$75.7K 2,410 +686 +40%
Creative Planning
86
Creative Planning
Kansas
$73.1K 2,327 +2,327 New
HPC
87
HM Payson & Co
Maine
$62K 1,974 – –
AFS
88
Annapolis Financial Services
Maryland
$49.4K 1,572 – –
VNA
89
Valley National Advisers
Pennsylvania
$49K 1,559 -144 -8%
HI
90
Harbour Investments
Wisconsin
$42.7K 1,357 -274 -17%
TLA
91
Tanglewood Legacy Advisors
Texas
$41.9K 1,334 +7 +0.5%
IA
92
IFP Advisors
Florida
$39.2K 1,245 -1,143 -48%
CHA
93
Carmichael Hill & Associates
Maryland
$38.2K 1,214 +509 +72%
CTC
94
Central Trust Company
Missouri
$31.4K 1,000 -169 -14%
BAAM
95
Baker Avenue Asset Management
California
$28.3K 900 – –
JWA
96
JFS Wealth Advisors
Pennsylvania
$27.8K 883 – –
EWM
97
EPG Wealth Management
Georgia
$25.3K 804 – –
William Blair & Company
98
William Blair & Company
Illinois
$24K 764 +20 +3%
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$22.5K 715 – –
AC
100
AlphaCore Capital
California
$22K 700 – –
2 3
4
5 6