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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

162 hedge funds and large institutions have $141M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
34
Reduced
54
Closed
33
Calls
$562K
Puts
$565K
Net Calls
-$3K
Net Calls Change
-$450K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
AFA
2
Arlington Financial Advisors
California
$5.07M
3
GWP
3
Gateway Wealth Partners
Wisconsin
$1.28M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.11M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.76M

Top Sellers

1
GW
1
GW & Wade
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$10.4M
3
CI
3
CX Institutional
Indiana
$0
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
JGUA
5
John G. Ullman & Associates
New York
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
FSA Wealth Management
Massachusetts
$4K +$4K +143 New
PCMC
127
Private Capital Management (Colorado)
Colorado
$3.98K – – –
WP
128
WealthShield Partners
North Carolina
$3.69K – – –
FWM
129
Focused Wealth Management
New York
$3.47K -$830 -28 -19%
CA
130
Clearstead Advisors
Ohio
$2.97K -$2.97K -100 -50%
S
131
Sachetta
Massachusetts
$2.97K +$2.97K +100 New
RFA
132
Register Financial Advisors
Georgia
$2.73K +$2.73K +92 New
TSWM
133
Tyler-Stone Wealth Management
Ohio
$2.38K – – –
BCWM
134
Bartlett & Co Wealth Management
Ohio
$2.26K – – –
TWC
135
TD Waterhouse Canada
Ontario, Canada
$2.17K – – –
PSB
136
Piscataqua Savings Bank
New Hampshire
$2.11K – – –
PP
137
Pacifica Partners
Canada
$2.03K – – –
JFG
138
JDM Financial Group
Texas
$2.02K – – –
BC
139
Bartlett & Co
Ohio
$2K – – –
BONH
140
Bank of New Hampshire
New Hampshire
$1.93K – – –
GI
141
Gradient Investments
Minnesota
$1.87K – – –
CFD
142
Creative Financial Designs
Indiana
$1.78K – – –
LC
143
Lindbrook Capital
California
$1.69K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.64K -$3.07K -103 -65%
SAM
145
Smartleaf Asset Management
Massachusetts
$1.53K +$1.53K +50 New
AWM
146
Avior Wealth Management
Nebraska
$1.39K -$935 -31 -40%
QCG
147
Quadrant Capital Group
Ohio
$1.27K +$30 +1 +2%
NRC
148
New Republic Capital
North Carolina
$1.22K -$4.67K -157 -79%
HCM
149
Hollencrest Capital Management
California
$1.04K – – –
ADL
150
Asset Dedication LLC
California
$1K – – –
4 5
6
7 8