PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
CI
2
CX Institutional
Indiana
$1.32M
3
JGUA
3
John G. Ullman & Associates
New York
$3.06M
4
Fidelity International
4
Fidelity International
Bermuda
$600K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$539K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
126
HeadInvest LLC
Maine
$5.87K +$5.87K +195 New
UB
127
UMB Bank
Missouri
$5.82K – – –
PWA
128
Provenance Wealth Advisors
Florida
$5.69K +$5.69K +181 New
CFFP
129
Center for Financial Planning
Michigan
$5.03K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$4.96K -$24.2K -769 -83%
US Bancorp
131
US Bancorp
Minnesota
$4.72K – – –
FWM
132
Focused Wealth Management
New York
$4.56K – – –
PCMC
133
Private Capital Management (Colorado)
Colorado
$4.21K – – –
FGA
134
Fortis Group Advisors
New Jersey
$4.18K +$4.18K +133 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$3.93K – – –
WP
136
WealthShield Partners
North Carolina
$3.9K – – –
PTC
137
Private Trust Company
Ohio
$3.61K +$3.61K +115 New
TSWM
138
Tyler-Stone Wealth Management
Ohio
$3K – – –
CSWM
139
Cassady Schiller Wealth Management
Ohio
$2.95K – – –
AWM
140
Avior Wealth Management
Nebraska
$2.45K – – –
TWC
141
TD Waterhouse Canada
Ontario, Canada
$2.35K -$903 -30 -28%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$2.33K – – –
PWMG
143
Provence Wealth Management Group
California
$2.33K +$2.33K +74 New
PSB
144
Piscataqua Savings Bank
New Hampshire
$2.23K +$2.23K +71 New
WT
145
Washington Trust
Rhode Island
$2.2K – – –
PP
146
Pacifica Partners
Canada
$2.15K – – –
JFG
147
JDM Financial Group
Texas
$2.13K +$31 +1 +1%
BONH
148
Bank of New Hampshire
New Hampshire
$2.04K – – –
BC
149
Bartlett & Co
Ohio
$2K – – –
GI
150
Gradient Investments
Minnesota
$1.98K -$629 -20 -24%
3 4 5
6
7