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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.33M
4
CI
4
CX Institutional
Indiana
$1.7M
5
QC
5
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$4.84K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$4.54K – – –
CHC
103
City Holding Co
West Virginia
$4.38K -$6.68K -290 -60%
SA
104
Scarborough Advisors
Maryland
$4.3K +$46 +2 +1%
PWA
105
Provenance Wealth Advisors
Florida
$4.17K – – –
AF
106
Allworth Financial
California
$4.01K -$7.75K -336 -66%
PTC
107
Private Trust Company
Ohio
$4.01K +$4.01K +174 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CFFP
109
Center for Financial Planning
Michigan
$3.69K – – –
US Bancorp
110
US Bancorp
Minnesota
$3.46K – – –
AWM
111
Avior Wealth Management
Nebraska
$3.41K +$2.35K +102 +222%
PCMC
112
Private Capital Management (Colorado)
Colorado
$3.09K – – –
FGA
113
Fortis Group Advisors
New Jersey
$3.07K -$3.07K -133 -50%
S
114
Sachetta
Massachusetts
$2.97K – – –
WP
115
WealthShield Partners
North Carolina
$2.86K – – –
TF
116
Tompkins Financial
New York
$2.31K +$2.31K +100 New
CA
117
Clearstead Advisors
Ohio
$2.16K – – –
RFA
118
Register Financial Advisors
Georgia
$2.12K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$2.08K -$8.85K -382 -81%
TSWM
120
Tyler-Stone Wealth Management
Ohio
$1.84K – – –
TWC
121
TD Waterhouse Canada
Ontario, Canada
$1.74K – – –
BCWM
122
Bartlett & Co Wealth Management
Ohio
$1.71K – – –
PP
123
Pacifica Partners
Canada
$1.64K – – –
PSB
124
Piscataqua Savings Bank
New Hampshire
$1.64K – – –
JFG
125
JDM Financial Group
Texas
$1.58K +$23 +1 +1%
3 4
5
6 7