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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$7.46M
3
RCS
Retirement Capital Strategies
California
+$5.98M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.21M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$24.1M
3
Millennium Management
Millennium Management
New York
-$13.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.8M
5
E
Ergoteles
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$641K -$310K -3,324 -33%
VWM
102
Vigilare Wealth Management
Arizona
$588K -$931K -9,999 -61%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$578K +$578K +6,204 New
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$549K +$68.5K +736 +14%
NWA
105
Navis Wealth Advisors
New York
$499K +$745 +8 +0.1%
SPIA
106
Steward Partners Investment Advisory
New York
$494K -$466K -4,995 -49%
CA
107
Cetera Advisors
Colorado
$469K -$290K -3,117 -38%
LFASL
108
Lugano Financial Advisors SA (LFA)
Switzerland
$466K – – –
NCM
109
Next Capital Management
New York
$466K – – –
BAM
110
Barrett Asset Management
New York
$458K – – –
BAM
111
Belpointe Asset Management
Nevada
$455K -$140K -1,507 -24%
CS
112
Candriam SCA
Luxembourg
$431K -$44.8K -480 -9%
PFO
113
Pathstone Family Office
New Jersey
$424K +$559 +6 +0.1%
EB
114
Eastern Bank
Massachusetts
$423K +$129K +1,385 +44%
CI
115
CX Institutional
Indiana
$412K +$175K +1,880 +74%
GG
116
Gofen & Glossberg
Illinois
$403K – – –
UCFA
117
United Capital Financial Advisors
Texas
$390K +$97.3K +1,045 +33%
GW
118
GW & Wade
Massachusetts
$386K -$10.9K -117 -3%
CTC
119
Central Trust Company
Missouri
$375K -$14.5K -155 -4%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$375K +$65K +700 +21%
JIC
121
Joel Isaacson & Co
New York
$373K +$559 +6 +0.2%
BBVA
122
Banco Bilbao Vizcaya Argentaria
Spain
$368K +$368K +3,953 New
FWCM
123
Ferguson Wellman Capital Management
Oregon
$366K -$35.4K -379 -9%
AC
124
Abbrea Capital
California
$364K – – –
JWM
125
JFG Wealth Management
Colorado
$363K -$151K -1,617 -29%
3 4
5
6 7