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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
101
CX Institutional
Indiana
$401K +$59.8K +775 +18%
VWM
102
Vigilare Wealth Management
Arizona
$395K -$92.7K -1,200 -19%
LFASL
103
Lugano Financial Advisors SA (LFA)
Switzerland
$386K – – –
EB
104
Eastern Bank
Massachusetts
$381K +$30.4K +393 +9%
BAM
105
Barrett Asset Management
New York
$380K – – –
AC
106
Abbrea Capital
California
$379K +$77.3K +1,000 +26%
GW
107
GW & Wade
Massachusetts
$343K +$23.5K +305 +7%
GG
108
Gofen & Glossberg
Illinois
$334K – – –
AWA
109
Arete Wealth Advisors
Illinois
$324K +$324K +4,199 New
VCM
110
Vivaldi Capital Management
Illinois
$322K – – –
UCFA
111
United Capital Financial Advisors
Texas
$316K -$7.73K -100 -2%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$313K -$883K -11,415 -74%
JIC
113
Joel Isaacson & Co
New York
$310K +$849 +11 +0.3%
Allianz Asset Management
114
Allianz Asset Management
Germany
$309K -$773K -10,000 -71%
FWCM
115
Ferguson Wellman Capital Management
Oregon
$303K – – –
SAF
116
Smith Anglin Financial
Texas
$302K -$244K -3,157 -45%
JWM
117
JFG Wealth Management
Colorado
$301K – – –
CTC
118
Central Trust Company
Missouri
$299K -$11.6K -150 -4%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$297K -$14.8K -191 -5%
TAM
120
Townsend Asset Management
North Carolina
$294K +$13.4K +174 +5%
NA
121
NewEdge Advisors
Louisiana
$290K +$7.17K +93 +3%
HR
122
Howe & Rusling
New York
$290K +$127K +1,640 +78%
MCM
123
MAI Capital Management
Ohio
$283K +$283K +3,662 New
BONH
124
Bank of New Hampshire
New Hampshire
$279K – – –
AA
125
Aufman Associates
Pennsylvania
$278K -$7.19K -93 -3%
3 4
5
6 7