PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
1
Citigroup
New York
$9.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.79M
3
AGM
3
Alpine Global Management
New York
$749K
4
A
4
Allianz
Germany
$4.49M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$822K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Community Bank
New York
$6.46K – – –
KSB
77
Kennebec Savings Bank
Maine
$6.09K – – –
MA
78
Modus Advisors
Minnesota
$5.9K +$5.9K +295 New
WSFS
79
Wilmington Savings Fund Society
Delaware
$5.76K – – –
FWA
80
Flagship Wealth Advisors
Massachusetts
$5.68K +$5.68K +284 New
GRP
81
Global Retirement Partners
California
$5.11K +$5.11K +256 New
HI
82
Harbour Investments
Wisconsin
$4.78K -$7.02K -351 -59%
FFA
83
Founders Financial Alliance
North Carolina
$4.4K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$4.2K – – –
PCFFS
85
Pacific Center for Financial Services
California
$4.02K +$20 +1 +0.5%
CTC
86
Central Trust Company
Missouri
$4K -$16K -800 -80%
TF
87
Tompkins Financial
New York
$4K – – –
Citadel Advisors
88
Citadel Advisors
Florida
$3.98K +$3.98K +199 New
AIP
89
Ameritas Investment Partners
Nebraska
$3.94K – – –
AF
90
Allworth Financial
California
$3.47K – – –
HIMS
91
Hager Investment Management Services
New Hampshire
$3.34K +$3.34K +167 New
CFFP
92
Center for Financial Planning
Michigan
$3.2K – – –
NA
93
NewEdge Advisors
Louisiana
$3.02K -$86K -4,297 -97%
US Bancorp
94
US Bancorp
Minnesota
$3K – – –
CHC
95
City Holding Co
West Virginia
$3K – – –
ACA
96
Aptus Capital Advisors
Alabama
$2.8K -$3.2K -160 -53%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$2.7K -$880 -44 -25%
PCMC
98
Private Capital Management (Colorado)
Colorado
$2.68K – – –
FGA
99
Fortis Group Advisors
New Jersey
$2.66K – – –
YAL
100
Your Advocates Ltd
Texas
$2.62K -$3.22K -161 -55%
2 3
4
5 6