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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
101
James Investment Research
Ohio
$70K -$4.79K -125 -6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K +$26.8K +697 +68%
IA
103
IFP Advisors
Florida
$65K +$56K +2,140 +624%
AFS
104
Annapolis Financial Services
Maryland
$60.3K – – –
TLA
105
Tanglewood Legacy Advisors
Texas
$50K +$50K +1,305 New
CTC
106
Central Trust Company
Missouri
$49.6K -$51.2K -1,336 -51%
BAAM
107
Baker Avenue Asset Management
California
$48.3K +$48.3K +1,260 New
CFGS
108
Concourse Financial Group Securities
Alabama
$44.8K +$4.98K +130 +13%
SBL
109
Sargent Bickham Lagudis
Colorado
$39.4K – – –
M
110
MOTCO
Texas
$37K – – –
BTI
111
Blue Trust Inc
Georgia
$36K – – –
JWA
112
JFS Wealth Advisors
Pennsylvania
$33.8K – – –
William Blair & Company
113
William Blair & Company
Illinois
$28.5K -$383 -10 -1%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$28K – – –
AC
115
AlphaCore Capital
California
$26.8K – – –
CB
116
Community Bank
New York
$26.2K – – –
EWM
117
EPG Wealth Management
Georgia
$26K – – –
UCB
118
United Community Bank
South Carolina
$24.3K +$24.3K +635 New
ME
119
McIlrath & Eck
Washington
$22K – – –
SWA
120
SOA Wealth Advisors
New York
$21.2K +$345 +9 +2%
FP
121
Financial Perspectives
Minnesota
$21.2K – – –
CHC
122
City Holding Co
West Virginia
$20.9K – – –
AF
123
Allworth Financial
California
$19.9K +$1.07K +28 +6%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$18.7K -$727K -18,979 -97%
CHA
125
Carmichael Hill & Associates
Maryland
$18.6K – – –
3 4
5
6 7