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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$36K -$28.8K -1,103 -44%
JWA
102
JFS Wealth Advisors
Pennsylvania
$35.7K – – –
EWM
103
EPG Wealth Management
Georgia
$32.5K +$5.05K +125 +18%
William Blair & Company
104
William Blair & Company
Illinois
$30.1K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$30K -$39.1K -971 -57%
CHA
106
Carmichael Hill & Associates
Maryland
$28.5K +$8.85K +219 +45%
AC
107
AlphaCore Capital
California
$28.3K – – –
CB
108
Community Bank
New York
$27.6K – – –
ME
109
McIlrath & Eck
Washington
$23.2K – – –
SWA
110
SOA Wealth Advisors
New York
$22.7K +$283 +7 +1%
FP
111
Financial Perspectives
Minnesota
$22.7K +$283 +7 +1%
CFGS
112
Concourse Financial Group Securities
Alabama
$22.6K -$24.6K -608 -52%
CHC
113
City Holding Co
West Virginia
$22K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$22K -$428K -10,619 -95%
AF
115
Allworth Financial
California
$20.9K – – –
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$19.7K -$40 -1 -0.2%
FHA
117
First Horizon Advisors
Tennessee
$18.4K +$162 +4 +0.9%
MRCM
118
M&R Capital Management
New Jersey
$17.2K – – –
RCM
119
Rain Capital Management
Oregon
$17.1K +$202 +5 +1%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$16K -$12.8K -325 -45%
GWSG
121
GPS Wealth Strategies Group
Colorado
$14.2K +$14.2K +352 New
PA
122
Parallel Advisors
California
$14K – – –
Barclays
123
Barclays
United Kingdom
$14K -$66K -1,640 -82%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$13.3K – – –
DAC
125
Dividend Assets Capital
South Carolina
$11K – – –
3 4
5
6 7