PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

214 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+81
Holders Change %
+60.9%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
88
Increased
64
Reduced
26
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

1
Citigroup
Citigroup
New York
$461M
2
MCM
Mainstay Capital Management
Michigan
$34M
3
Ameriprise
Ameriprise
Minnesota
$32.7M
4
Morgan Stanley
Morgan Stanley
New York
$74.1M
5
Bank of America
Bank of America
North Carolina
$81.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$7.14M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$49.9M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
4
FMP
Financial Management Professionals
Texas
$4.18M
5
HT
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$316K +$162K +1,566 +105%
AFG
127
Albion Financial Group
Utah
$315K +$315K +3,047 New
CG
128
Colony Group
Massachusetts
$310K -$40.2K -389 -11%
COI
129
Connable Office Inc
Michigan
$303K +$303K +2,926 New
GAM
130
Geier Asset Management
Maryland
$294K +$294K +2,721 New
IA
131
IFP Advisors
Florida
$268K +$264K +2,541 +6,353%
MML Investors Services
132
MML Investors Services
Massachusetts
$262K +$262K +2,530 New
GVAG
133
Great Valley Advisor Group
Delaware
$259K +$259K +2,502 New
CAG
134
Curtis Advisory Group
California
$249K +$249K +2,413 New
PFS
135
Prospera Financial Services
Texas
$247K +$102K +989 +71%
SFG
136
Summit Financial Group
West Virginia
$243K +$243K +2,355 New
ECG
137
Edge Capital Group
Georgia
$241K +$241K +2,335 New
CCM
138
Canal Capital Management
Virginia
$236K +$236K +2,281 New
MWP
139
Moller Wealth Partners
$224K -$119K -1,148 -35%
3F
140
360 Financial
Minnesota
$222K +$222K +2,151 New
AAS
141
Avantax Advisory Services
Texas
$220K +$220K +2,111 New
BRWM
142
B. Riley Wealth Management
Tennessee
$217K +$217K +2,100 New
VFA
143
Valeo Financial Advisors
Indiana
$217K +$217K +2,101 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$6.92K +67 +3%
FFN
145
Focus Financial Network
Minnesota
$212K +$212K +2,050 New
CFA
146
Carroll Financial Associates
North Carolina
$205K – – –
CW
147
CreativeOne Wealth
Kansas
$203K +$203K +1,961 New
HPC
148
HM Payson & Co
Maine
$200K – – –
HR
149
Howe & Rusling
New York
$185K – – –
SAS
150
Stelac Advisory Services
New York
$176K +$176K +1,701 New
4 5
6
7 8