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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

124 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
17
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

1
Citigroup
Citigroup
New York
$7.66M
2
UBS Group
UBS Group
Switzerland
$3.99M
3
Bank of America
Bank of America
North Carolina
$9.53M
4
Morgan Stanley
Morgan Stanley
New York
$18.1M
5
JGUA
John G. Ullman & Associates
New York
$2.36M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1K
2
Macquarie Group
Macquarie Group
Australia
$0
3
Goldman Sachs
Goldman Sachs
New York
$3.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.55M
5
TRCT
Tower Research Capital (TRC)
New York
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
76
Carmichael Hill & Associates
Maryland
$6.69K – – –
CB
77
Community Bank
New York
$6.47K – – –
JIP
78
Jaffetilchin Investment Partners
Florida
$6.27K +$6.27K +313 New
KSB
79
Kennebec Savings Bank
Maine
$6.07K +$6.07K +303 New
ACA
80
Aptus Capital Advisors
Alabama
$6.01K +$1K +50 +20%
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.01K +$1K +50 +20%
YAL
82
Your Advocates Ltd
Texas
$5.85K – – –
WSFS
83
Wilmington Savings Fund Society
Delaware
$5.77K +$5.77K +288 New
FFA
84
Founders Financial Alliance
North Carolina
$4.41K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$4.21K – – –
TF
86
Tompkins Financial
New York
$4.01K +$4.01K +200 New
PCFFS
87
Pacific Center for Financial Services
California
$4K -$1.18K -59 -23%
AIP
88
Ameritas Investment Partners
Nebraska
$3.95K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$3.59K -$7.11K -355 -66%
AF
90
Allworth Financial
California
$3.49K – – –
CFFP
91
Center for Financial Planning
Michigan
$3.21K – – –
US Bancorp
92
US Bancorp
Minnesota
$3.01K – – –
CHC
93
City Holding Co
West Virginia
$3K – – –
PCMC
94
Private Capital Management (Colorado)
Colorado
$2.69K – – –
FGA
95
Fortis Group Advisors
New Jersey
$2.66K – – –
GWM
96
Geneos Wealth Management
Colorado
$2.52K -$300 -15 -11%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$2.5K +$2.5K +125 New
WP
98
WealthShield Partners
North Carolina
$2.48K – – –
S
99
Sachetta
Massachusetts
$2K – – –
CA
100
Clearstead Advisors
Ohio
$2K – – –
2 3
4
5 6