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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$206K +$5.08K +78 +3%
CA
127
Cetera Advisors
Colorado
$205K -$9.17K -141 -4%
PA
128
Prism Advisors
California
$205K – – –
AFG
129
Albion Financial Group
Utah
$198K – – –
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$197K +$12.5K +192 +7%
CTC
131
Central Trust Company
Missouri
$174K -$36.6K -560 -17%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$146K +$456 +7 +0.3%
APA
133
American Portfolios Advisors
New York
$141K +$24K +369 +21%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$115K +1,759 +596%
HPC
135
HM Payson & Co
Maine
$129K +$2.61K +40 +2%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$118K -$1.88K -29 -2%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$109K +$30.7K +471 +39%
BONH
138
Bank of New Hampshire
New Hampshire
$105K -$81.9K -1,260 -44%
AFS
139
Annapolis Financial Services
Maryland
$102K – – –
PFS
140
Prospera Financial Services
Texas
$99K +$99K +1,511 New
M
141
MOTCO
Texas
$76K +$4.89K +75 +7%
JWA
142
JFS Wealth Advisors
Pennsylvania
$72K -$11.9K -182 -14%
SBL
143
Sargent Bickham Lagudis
Colorado
$67K +$45.6K +700 +213%
BCV
144
Banque Cantonale Vaudoise
Switzerland
$62K – – –
US Bancorp
145
US Bancorp
Minnesota
$45K – – –
EWM
146
EPG Wealth Management
Georgia
$44K +$44K +679 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$43K – – –
FP
148
Financial Perspectives
Minnesota
$42.5K – – –
SWM
149
Spire Wealth Management
Virginia
$40K +$6.62K +101 +20%
PA
150
Parallel Advisors
California
$39K +$8.11K +125 +26%
4 5
6
7 8