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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$41.1M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Millennium Management
3
Millennium Management
New York
$20.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$87.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.57M
2
MCM
2
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
4
Portfolio Strategies
New York
$2.62M
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$650K +$650K +6,607 New
BAM
102
Belpointe Asset Management
Nevada
$629K +$516K +5,241 +456%
SWAG
103
Spectrum Wealth Advisory Group
California
$629K +$629K +6,398 New
HFA
104
High Falls Advisors
New York
$622K +$622K +6,324 New
Wolverine Trading
105
Wolverine Trading
Illinois
$612K +$612K +6,489 New
FEM
106
Fulcrum Equity Management
Texas
$546K -$732K -7,447 -57%
JWM
107
JFG Wealth Management
Colorado
$543K -$116K -1,181 -18%
NWA
108
Navis Wealth Advisors
New York
$526K +$152K +1,550 +41%
YIH
109
Y-Intercept (HK)
Hong Kong
$510K +$510K +5,414 New
HIIFS
110
Harel Insurance Investments & Financial Services
Israel
$508K +$508K +5,162 New
CS
111
Candriam SCA
Luxembourg
$504K – – –
MWM
112
MinichMacGregor Wealth Management
New York
$502K +$150K +1,524 +43%
LFASL
113
Lugano Financial Advisors SA (LFA)
Switzerland
$492K – – –
NCM
114
Next Capital Management
New York
$492K – – –
BAM
115
Barrett Asset Management
New York
$484K – – –
EH
116
Equitable Holdings
New York
$475K +$132K +1,340 +38%
WWM
117
Western Wealth Management
Colorado
$458K +$458K +4,654 New
PFO
118
Pathstone Family Office
New Jersey
$447K +$447K +4,548 New
GG
119
Gofen & Glossberg
Illinois
$426K – – –
FWCM
120
Ferguson Wellman Capital Management
Oregon
$423K – – –
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$423K +$423K +4,304 New
GW
122
GW & Wade
Massachusetts
$419K +$419K +4,259 New
CTC
123
Central Trust Company
Missouri
$411K +$97.5K +990 +31%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$410K +$410K +4,165 New
AWA
125
Arete Wealth Advisors
Illinois
$402K -$557K -5,659 -58%
3 4
5
6 7