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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$333K +$106K +1,634 +47%
EH
102
Equitable Holdings
New York
$330K +$146K +2,240 +79%
LFASL
103
Lugano Financial Advisors SA (LFA)
Switzerland
$327K – – –
PPW
104
Parcion Private Wealth
Washington
$302K -$221K -3,387 -42%
AG
105
Appleton Group
Wisconsin
$301K +$301K +4,614 New
EVM
106
Eaton Vance Management
Massachusetts
$299K +$120K +1,850 +67%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$298K +$81.3K +1,250 +37%
AWA
108
Arete Wealth Advisors
Illinois
$291K +$44K +676 +18%
PHS
109
Pekin Hardy Strauss
Illinois
$289K – – –
UCFA
110
United Capital Financial Advisors
Texas
$287K -$110K -1,692 -28%
HR
111
Howe & Rusling
New York
$287K +$4.89K +75 +2%
GG
112
Gofen & Glossberg
Illinois
$282K – – –
Creative Planning
113
Creative Planning
Kansas
$282K +$282K +4,332 New
William Blair & Company
114
William Blair & Company
Illinois
$281K +$198K +3,029 +237%
AC
115
Abbrea Capital
California
$264K -$58.6K -900 -18%
FWCM
116
Ferguson Wellman Capital Management
Oregon
$256K – – –
TAM
117
Townsend Asset Management
North Carolina
$247K +$1.5K +23 +0.6%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$246K +$246K +3,773 New
WJWM
119
Williams Jones Wealth Management
New York
$237K +$237K +3,643 New
HF
120
HRT Financial
New York
$237K +$237K +3,648 New
AA
121
Aufman Associates
Pennsylvania
$234K – – –
JIC
122
Joel Isaacson & Co
New York
$234K +$2.13K +37 +0.9%
HCMG
123
Howard Capital Management Group
California
$228K – – –
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$226K +$226K +3,473 New
FAIM
125
Financial Advocates Investment Management
Washington
$218K -$493K -7,576 -69%
3 4
5
6 7