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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

160 hedge funds and large institutions have $171M invested in Invesco WilderHill Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
46
Closed
23
Calls
$695K
Puts
$375K
Net Calls
+$320K
Net Calls Change
-$120K

Top Buyers

1
JGUA
1
John G. Ullman & Associates
New York
$2.8M
2
Jane Street
2
Jane Street
New York
$1.07M
3
IW
3
Instrumental Wealth
Florida
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$1.93M
5
CG
5
Cutler Group
California
$846K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
126
Center for Financial Planning
Michigan
$6.42K – – –
US Bancorp
127
US Bancorp
Minnesota
$6.02K – – –
FWM
128
Focused Wealth Management
New York
$5.8K -$2.28K -57 -28%
PCMC
129
Private Capital Management (Colorado)
Colorado
$5.38K – – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$5.02K – – –
WP
131
WealthShield Partners
North Carolina
$4.98K – – –
TWC
132
TD Waterhouse Canada
Ontario, Canada
$4.39K +$2.2K +54 +100%
CFD
133
Creative Financial Designs
Indiana
$4.15K +$2.44K +61 +142%
CA
134
Clearstead Advisors
Ohio
$4.01K – – –
SWM
135
Spire Wealth Management
Virginia
$3.86K – – –
CSWM
136
Cassady Schiller Wealth Management
Ohio
$3.77K – – –
GI
137
Gradient Investments
Minnesota
$3.33K – – –
AWM
138
Avior Wealth Management
Nebraska
$3.1K +$40 +1 +1%
PP
139
Pacifica Partners
Canada
$3.06K – – –
EWM
140
Endurance Wealth Management
Rhode Island
$3K -$4K -100 -57%
BC
141
Bartlett & Co
Ohio
$3K – – –
TSWM
142
Tyler-Stone Wealth Management
Ohio
$3K +$3K +80 New
BCWM
143
Bartlett & Co Wealth Management
Ohio
$2.97K – – –
WT
144
Washington Trust
Rhode Island
$2.81K – – –
JFG
145
JDM Financial Group
Texas
$2.7K – – –
BONH
146
Bank of New Hampshire
New Hampshire
$2.61K – – –
LC
147
Lindbrook Capital
California
$2.26K – – –
ADL
148
Asset Dedication LLC
California
$2K – – –
KM
149
Kalos Management
Georgia
$1.85K – – –
QCG
150
Quadrant Capital Group
Ohio
$1.69K – – –
4 5
6
7 8