PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$17.2K +$1.34K +35 +8%
MRCM
127
M&R Capital Management
New Jersey
$16.3K – – –
RCM
128
Rain Capital Management
Oregon
$16K +$268 +7 +2%
MWM
129
MinichMacGregor Wealth Management
New York
$15.5K +$15.5K +404 New
MPCL
130
My Personal CFO LLC
Washington
$14.3K +$14.3K +374 New
PA
131
Parallel Advisors
California
$13.3K -$9.74K -254 -42%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$12.6K +$12.6K +330 New
BONH
133
Bank of New Hampshire
New Hampshire
$12K -$49.5K -1,300 -80%
DAC
134
Dividend Assets Capital
South Carolina
$11K +$11K +283 New
SWM
135
Spire Wealth Management
Virginia
$10K -$1.91K -52 -16%
PGAM
136
Princeton Global Asset Management
New Jersey
$10K – – –
BAM
137
Baldrige Asset Management
Pennsylvania
$9K – – –
FFA
138
Founders Financial Alliance
North Carolina
$8.43K – – –
MCC
139
Money Concepts Capital
Florida
$8.13K +$8.13K +212 New
CIAS
140
Capital Investment Advisory Services
North Carolina
$8.05K – – –
AIP
141
Ameritas Investment Partners
Nebraska
$7.55K – – –
EWM
142
Endurance Wealth Management
Rhode Island
$7K – – –
UB
143
UMB Bank
Missouri
$7K – – –
CFFP
144
Center for Financial Planning
Michigan
$6.13K – – –
MSCM
145
McElhenny Sheffield Capital Management
Texas
$5.94K +$5.94K +155 New
US Bancorp
146
US Bancorp
Minnesota
$5.75K – – –
CA
147
CoreCap Advisors
Michigan
$5.75K +$5.75K +150 New
TCM
148
Tradewinds Capital Management
Washington
$5.37K +$5.37K +140 New
FWM
149
Focused Wealth Management
New York
$5.06K -$2.65K -69 -34%
FFA
150
Fairfield Financial Advisors
Massachusetts
$5.03K +$77 +2 +2%
4 5
6
7 8