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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

214 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+81
Holders Change %
+60.9%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
88
Increased
64
Reduced
26
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

1
Citigroup
1
Citigroup
New York
$461M
2
MCM
2
Mainstay Capital Management
Michigan
$34M
3
Ameriprise
3
Ameriprise
Minnesota
$32.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$81.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.14M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.9M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$25M
4
FMP
4
Financial Management Professionals
Texas
$4.18M
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Barrett Asset Management
New York
$509K -$248K -2,400 -33%
SPC
102
Sigma Planning Corp
Michigan
$501K +$501K +4,847 New
SAF
103
Smith Anglin Financial
Texas
$499K +$499K +4,824 New
CG
104
Cutler Group
California
$494K +$494K +4,782 New
PA
105
Prism Advisors
California
$459K -$141K -1,367 -24%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$457K +$55K +532 +14%
AC
107
Abbrea Capital
California
$450K – – –
GG
108
Gofen & Glossberg
Illinois
$448K – – –
FWCM
109
Ferguson Wellman Capital Management
Oregon
$445K – – –
SPIA
110
Steward Partners Investment Advisory
New York
$440K +$119K +1,155 +37%
JWCA
111
J.W. Cole Advisors
Florida
$436K +$436K +4,214 New
EGWAG
112
Elwood & Goetz Wealth Advisory Group
Georgia
$420K -$51.2K -495 -11%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$409K – – –
NWA
114
Navis Wealth Advisors
New York
$393K +$393K +3,799 New
JIC
115
Joel Isaacson & Co
New York
$389K +$389K +3,758 New
AA
116
Aufman Associates
Pennsylvania
$382K – – –
TAM
117
Townsend Asset Management
North Carolina
$374K +$103 +1 +0%
MWM
118
MinichMacGregor Wealth Management
New York
$370K +$9.61K +93 +3%
HCMNY
119
Howard Capital Management (New York)
New York
$362K – – –
EH
120
Equitable Holdings
New York
$361K +$361K +3,489 New
CI
121
CX Institutional
Indiana
$359K -$1.09M -10,584 -75%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$355K -$15.9K -154 -4%
TCM
123
Telos Capital Management
California
$342K +$342K +3,305 New
PPP
124
Private Portfolio Partners
New Jersey
$332K +$332K +3,213 New
CTC
125
Central Trust Company
Missouri
$329K +$81.1K +785 +33%
3 4
5
6 7