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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

124 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
17
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

1
Citigroup
Citigroup
New York
$7.66M
2
UBS Group
UBS Group
Switzerland
$3.99M
3
Bank of America
Bank of America
North Carolina
$9.53M
4
Morgan Stanley
Morgan Stanley
New York
$18.1M
5
JGUA
John G. Ullman & Associates
New York
$2.36M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1K
2
Macquarie Group
Macquarie Group
Australia
$0
3
Goldman Sachs
Goldman Sachs
New York
$3.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.55M
5
TRCT
Tower Research Capital (TRC)
New York
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.81K – – –
PA
102
Parallel Advisors
California
$1.63K -$20 -1 -1%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$1.52K – – –
BCWM
104
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
PSB
105
Piscataqua Savings Bank
New Hampshire
$1.42K – – –
BONH
106
Bank of New Hampshire
New Hampshire
$1.3K – – –
RFA
107
Register Financial Advisors
Georgia
$1.3K – – –
LC
108
Lindbrook Capital
California
$1.16K – – –
MIM
109
MTM Investment Management
South Carolina
$1.11K – – –
SAM
110
Smartleaf Asset Management
Massachusetts
$1.01K – – –
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$1K -$4.56M -223,200 -100%
ADL
112
Asset Dedication LLC
California
$922 – – –
QCG
113
Quadrant Capital Group
Ohio
$870 – – –
NRC
114
New Republic Capital
North Carolina
$821 – – –
HCM
115
Hollencrest Capital Management
California
$701 – – –
Franklin Resources
116
Franklin Resources
California
$635 – – –
AAG
117
Armstrong Advisory Group
Massachusetts
$601 – – –
PS
118
Principal Securities
Iowa
$501 – – –
RIL
119
Rothschild Investment LLC
Illinois
$300 – – –
NFSG
120
Newbridge Financial Services Group
Florida
$140 – – –
SMA
121
Sage Mountain Advisors
Georgia
$87 – – –
EWA
122
EverSource Wealth Advisors
Alabama
$60 – – –
CPA
123
Clear Point Advisors
New York
$22 – – –
Macquarie Group
124
Macquarie Group
Australia
– -$3.29M -163,502 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$313K -15,537 Closed
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5
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