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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMG
126
Howard Capital Management Group
California
$270K – – –
Wealthfront Advisers
127
Wealthfront Advisers
California
$263K +$263K +3,408 New
Barclays
128
Barclays
United Kingdom
$259K -$397K -5,129 -61%
CFA
129
Carroll Financial Associates
North Carolina
$254K – – –
MWP
130
Moller Wealth Partners
$245K -$8.42K -109 -3%
PA
131
Prism Advisors
California
$243K +$39.3K +510 +19%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$237K -$3.7M – –
PPP
133
Private Portfolio Partners
New Jersey
$237K -$13.2K -171 -5%
AWE
134
Avidian Wealth Enterprises
Texas
$236K +$848 +11 +0.4%
PFA
135
Plotkin Financial Advisors
Maryland
$236K -$480K -6,220 -67%
AFG
136
Albion Financial Group
Utah
$235K – – –
CA
137
Continuum Advisory
Idaho
$232K – – –
EH
138
Equitable Holdings
New York
$229K -$53.6K -695 -19%
ASN
139
Advisory Services Network
Georgia
$228K +$108K +1,396 +90%
SWA
140
SFMG Wealth Advisors
Texas
$217K +$217K +2,808 New
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$213K -$1.21M -15,635 -85%
VFA
142
Valeo Financial Advisors
Indiana
$212K +$232 +3 +0.1%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$210K -$7.41K -96 -3%
HF
144
HRT Financial
New York
$204K +$204K +2,654 New
EVM
145
Eaton Vance Management
Massachusetts
$202K -$1.7K -22 -0.8%
TCM
146
Telos Capital Management
California
$200K -$1.62K -21 -0.8%
APA
147
American Portfolios Advisors
New York
$190K -$54.1K -700 -22%
PVH
148
Psagot Value Holdings
Israel
$189K -$9.56M -123,917 -98%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$181K +$62.9K +814 +53%
BAM
150
Belpointe Asset Management
Nevada
$177K -$200K -2,589 -53%
4 5
6
7 8