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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
1
Citigroup
New York
$9.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.79M
3
AGM
3
Alpine Global Management
New York
$749K
4
A
4
Allianz
Germany
$4.49M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$822K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$2.52K – – –
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$2.5K – – –
SWM
103
Spire Wealth Management
Virginia
$2.5K +$2.5K +125 New
WP
104
WealthShield Partners
North Carolina
$2.48K – – –
CA
105
Clearstead Advisors
Ohio
$2K – – –
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.8K – – –
PA
107
Parallel Advisors
California
$1.63K – – –
TWC
108
TD Waterhouse Canada
Ontario, Canada
$1.56K – – –
BCWM
109
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
PSB
110
Piscataqua Savings Bank
New Hampshire
$1.42K – – –
RFA
111
Register Financial Advisors
Georgia
$1.3K – – –
MIM
112
MTM Investment Management
South Carolina
$1.1K – – –
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$1K – – –
ADL
114
Asset Dedication LLC
California
$921 – – –
QCG
115
Quadrant Capital Group
Ohio
$877 +$20 +1 +2%
NRC
116
New Republic Capital
North Carolina
$820 – – –
HCM
117
Hollencrest Capital Management
California
$700 – – –
AAG
118
Armstrong Advisory Group
Massachusetts
$601 – – –
PS
119
Principal Securities
Iowa
$500 – – –
BWM
120
Bernard Wealth Management
Michigan
$401 +$401 +20 New
FMP
121
Financial Management Professionals
Texas
$300 – – –
RIL
122
Rothschild Investment LLC
Illinois
$300 – – –
FFA
123
Farther Finance Advisors
California
$160 +$160 +8 New
NFSG
124
Newbridge Financial Services Group
Florida
$140 – – –
SMA
125
Sage Mountain Advisors
Georgia
$88 – – –
2 3 4
5
6