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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

133 hedge funds and large institutions have $292M invested in Invesco WilderHill Clean Energy ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+38
Holders Change %
+40%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
18
Closed
6
Calls
$2.46M
Puts
$608K
Net Calls
+$1.85M
Net Calls Change
+$732K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$18.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$19.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.1M
4
Bank of America
4
Bank of America
North Carolina
$35.6M
5
UBS Group
5
UBS Group
Switzerland
$12.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Stephens Inc
Arkansas
$3.42M
3
ZIG
3
Zurich Insurance Group
Switzerland
$8.08M
4
PCM
4
Pennsylvania Capital Management
Pennsylvania
$0
5
FMP
5
Financial Management Professionals
Texas
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
101
JFS Wealth Advisors
Pennsylvania
$60K – – –
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$60K +$1.58K +26 +3%
Citigroup
103
Citigroup
New York
$55K – – –
SFPG
104
Stonebridge Financial Planning Group
Florida
$38K +$38K +550 New
FHA
105
Flagship Harbor Advisors
Massachusetts
$35K – – –
US Bancorp
106
US Bancorp
Minnesota
$33K – – –
SBL
107
Sargent Bickham Lagudis
Colorado
$20K – – –
CB
108
Community Bank
New York
$20K – – –
CWA
109
Carolina Wealth Advisors
South Carolina
$19K -$2.68K -43 -12%
HFRG
110
Houlihan Financial Resource Group
Virginia
$18K +$18K +240 New
PGAM
111
Princeton Global Asset Management
New Jersey
$15K – – –
FFA
112
Founders Financial Alliance
North Carolina
$15K +$15K +220 New
AIP
113
Ameritas Investment Partners
Nebraska
$14K – – –
CFN
114
Cordasco Financial Network
Florida
$13K +$13K +210 New
ASN
115
Advisory Services Network
Georgia
$13K +$13K +222 New
CHC
116
City Holding Co
West Virginia
$12K – – –
AF
117
Allworth Financial
California
$10K – – –
CFFP
118
Center for Financial Planning
Michigan
$10K – – –
SFS
119
Sowell Financial Services
Arkansas
$9K -$101K -1,564 -92%
JIR
120
James Investment Research
Ohio
$8K +$8K +129 New
FGA
121
Fortis Group Advisors
New Jersey
$8K +$8K +133 New
MIM
122
Macroview Investment Management
Maryland
$8K +$8K +134 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$7K -$9.8K -140 -58%
APWA
124
Atlas Private Wealth Advisors
New Jersey
$6K – – –
ACA
125
Aptus Capital Advisors
Alabama
$6K +$6K +100 New
2 3 4
5
6