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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$41.1M
2
Bank of America
Bank of America
North Carolina
$104M
3
Millennium Management
Millennium Management
New York
$20.7M
4
Morgan Stanley
Morgan Stanley
New York
$87.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
Citigroup
New York
$1.57M
2
MCM
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
Portfolio Strategies
New York
$2.62M
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meridian Wealth Management
Kentucky
$396K -$164K -1,671 -29%
JIC
127
Joel Isaacson & Co
New York
$393K +$23.7K +241 +6%
AC
128
Abbrea Capital
California
$384K -$44.3K -450 -10%
AA
129
Aufman Associates
Pennsylvania
$363K – – –
TAM
130
Townsend Asset Management
North Carolina
$357K +$886 +9 +0.2%
PP
131
Prudential plc
United Kingdom
$357K +$357K +3,624 New
HCMG
132
Howard Capital Management Group
California
$344K +$344K +3,500 New
EGWAG
133
Elwood & Goetz Wealth Advisory Group
Georgia
$338K -$61K -621 -15%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$333K +$32.3K +329 +11%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$327K -$60.5K -617 -16%
PFA
136
Plotkin Financial Advisors
Maryland
$325K +$325K +3,300 New
SAM
137
Strategy Asset Managers
California
$324K -$198K -2,015 -38%
CFA
138
Carroll Financial Associates
North Carolina
$324K +$129K +1,315 +66%
VCM
139
Vivaldi Capital Management
Illinois
$314K +$314K +4,168 New
EB
140
Eastern Bank
Massachusetts
$310K -$429K -4,358 -58%
PPP
141
Private Portfolio Partners
New Jersey
$310K -$6.59K -67 -2%
UCFA
142
United Capital Financial Advisors
Texas
$309K +$309K +3,142 New
GVAG
143
Great Valley Advisor Group
Delaware
$308K +$61.6K +626 +25%
CCM
144
Canal Capital Management
Virginia
$303K +$78.7K +800 +35%
AWE
145
Avidian Wealth Enterprises
Texas
$299K +$299K +3,041 New
Barclays
146
Barclays
United Kingdom
$295K +$295K +3,000 New
MCC
147
Money Concepts Capital
Florida
$284K +$284K +2,886 New
AAS
148
Avantax Advisory Services
Texas
$279K +$72.2K +737 +35%
IA
149
IFP Advisors
Florida
$275K +$21.1K +214 +8%
Creative Planning
150
Creative Planning
Kansas
$275K +$275K +2,795 New
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6
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