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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.33M
4
CI
4
CX Institutional
Indiana
$1.7M
5
QC
5
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$24.9K -$415 -18 -2%
IA
77
IFP Advisors
Florida
$23.4K +$1.13K +49 +5%
FHA
78
First Horizon Advisors
Tennessee
$23.1K +$4.22K +183 +22%
CTC
79
Central Trust Company
Missouri
$23.1K – – –
NP
80
NorthRock Partners
Minnesota
$20.4K -$26.9K -1,167 -57%
BIM
81
Breakwater Investment Management
Washington
$20.2K +$20.2K +876 New
JWA
82
JFS Wealth Advisors
Pennsylvania
$18.7K – – –
EWM
83
EPG Wealth Management
Georgia
$18.5K – – –
Barclays
84
Barclays
United Kingdom
$18K +$9.87K +422 +121%
HI
85
Harbour Investments
Wisconsin
$17.6K -$3.5K -152 -17%
ME
86
McIlrath & Eck
Washington
$13.3K +$92 +4 +0.7%
SWA
87
SOA Wealth Advisors
New York
$13.3K +$92 +4 +0.7%
FP
88
Financial Perspectives
Minnesota
$13.3K +$92 +4 +0.7%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$10.5K +$253 +12 +2%
RCM
90
Rain Capital Management
Oregon
$10K +$69 +3 +0.7%
GRP
91
Global Retirement Partners
California
$9.98K +$9.87K +428 +8,560%
GWSG
92
GPS Wealth Strategies Group
Colorado
$8.03K +$23 +1 +0.3%
CHA
93
Carmichael Hill & Associates
Maryland
$7.7K – – –
CB
94
Community Bank
New York
$7.44K – – –
YAL
95
Your Advocates Ltd
Texas
$7.26K -$5.07K -220 -41%
MG
96
Mather Group
Illinois
$6.09K +$6.09K +205 New
PCFFS
97
Pacific Center for Financial Services
California
$5.95K +$23 +1 +0.4%
ACA
98
Aptus Capital Advisors
Alabama
$5.76K +$576 +25 +11%
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.76K +$576 +25 +11%
FFA
100
Founders Financial Alliance
North Carolina
$5.07K – – –
2 3
4
5 6