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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

162 hedge funds and large institutions have $141M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
34
Reduced
54
Closed
33
Calls
$562K
Puts
$565K
Net Calls
-$3K
Net Calls Change
-$450K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
AFA
2
Arlington Financial Advisors
California
$5.07M
3
GWP
3
Gateway Wealth Partners
Wisconsin
$1.28M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.11M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.76M

Top Sellers

1
GW
1
GW & Wade
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$10.4M
3
CI
3
CX Institutional
Indiana
$0
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
JGUA
5
John G. Ullman & Associates
New York
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$129K +$1.28K +43 +1%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$123K -$118K -3,983 -49%
TAM
78
Townsend Asset Management
North Carolina
$119K +$594 +20 +0.5%
M
79
MOTCO
Texas
$111K +$39.4K +1,327 +55%
AFG
80
Albion Financial Group
Utah
$90.6K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.1K -$4.46K -150 -5%
Comerica Bank
82
Comerica Bank
Texas
$80.9K -$18.3K -614 -18%
NP
83
NorthRock Partners
Minnesota
$61K +$61K +2,054 New
HPC
84
HM Payson & Co
Maine
$58.7K – – –
GWM
85
Geneos Wealth Management
Colorado
$53.7K -$23.8K -800 -31%
AFS
86
Annapolis Financial Services
Maryland
$46.7K – – –
TLA
87
Tanglewood Legacy Advisors
Texas
$39.9K +$238 +8 +0.6%
ASN
88
Advisory Services Network
Georgia
$37.8K +$37.8K +1,271 New
PA
89
Parallel Advisors
California
$32.7K +$32.7K +1,100 New
CTC
90
Central Trust Company
Missouri
$29.7K – – –
IA
91
IFP Advisors
Florida
$28.7K -$8.29K -279 -22%
HI
92
Harbour Investments
Wisconsin
$27.2K -$13.2K -443 -33%
FHA
93
First Horizon Advisors
Tennessee
$24.3K +$6.09K +205 +33%
JWA
94
JFS Wealth Advisors
Pennsylvania
$24.1K -$2.11K -71 -8%
William Blair & Company
95
William Blair & Company
Illinois
$22.1K -$595 -20 -3%
AWM
96
Activest Wealth Management
Florida
$19.6K +$19.6K +660 New
EWM
97
EPG Wealth Management
Georgia
$19.4K – – –
ME
98
McIlrath & Eck
Washington
$17K – – –
SWA
99
SOA Wealth Advisors
New York
$17K +$119 +4 +0.7%
FP
100
Financial Perspectives
Minnesota
$17K +$89 +3 +0.5%
2 3
4
5 6