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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$7.46M
3
RCS
Retirement Capital Strategies
California
+$5.98M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.21M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$24.1M
3
Millennium Management
Millennium Management
New York
-$13.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.8M
5
E
Ergoteles
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$361K -$40.3K -432 -10%
AA
127
Aufman Associates
Pennsylvania
$344K -$186 -2 -0.1%
EH
128
Equitable Holdings
New York
$342K -$108K -1,163 -24%
NA
129
NewEdge Advisors
Louisiana
$342K +$342K +3,668 New
VCM
130
Vivaldi Capital Management
Illinois
$339K – – –
EGWAG
131
Elwood & Goetz Wealth Advisory Group
Georgia
$339K +$18.3K +196 +6%
TAM
132
Townsend Asset Management
North Carolina
$338K +$559 +6 +0.2%
HCMG
133
Howard Capital Management Group
California
$326K – – –
CFA
134
Carroll Financial Associates
North Carolina
$307K – – –
MWP
135
Moller Wealth Partners
$306K +$71.9K +771 +31%
PPP
136
Private Portfolio Partners
New Jersey
$301K +$8.11K +87 +3%
APA
137
American Portfolios Advisors
New York
$294K -$719K -7,716 -71%
AWE
138
Avidian Wealth Enterprises
Texas
$284K +$745 +8 +0.3%
AFG
139
Albion Financial Group
Utah
$284K +$284K +3,047 New
AFP
140
Ausdal Financial Partners
Iowa
$281K +$281K +3,016 New
CA
141
Continuum Advisory
Idaho
$280K – – –
BONH
142
Bank of New Hampshire
New Hampshire
$279K +$279K +3,000 New
SIM
143
Seaview Investment Managers
Florida
$269K +$269K +2,880 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$6.63K +71 +3%
GVAG
145
Great Valley Advisor Group
Delaware
$261K -$31.7K -339 -11%
ECM
146
ExodusPoint Capital Management
New York
$261K +$261K +2,799 New
SFG
147
Summit Financial Group
West Virginia
$258K +$5.6K +60 +2%
VFA
148
Valeo Financial Advisors
Indiana
$255K +$21.8K +234 +9%
GAM
149
Geier Asset Management
Maryland
$254K +$651 +7 +0.3%
PWM
150
Perigon Wealth Management
California
$251K +$251K +2,693 New
4 5
6
7 8