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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
Citigroup
New York
$15M
2
Bank of America
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.33M
4
CI
CX Institutional
Indiana
$1.7M
5
QC
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.4M
2
AFA
Arlington Financial Advisors
California
$0
3
LPL Financial
LPL Financial
California
$3.05M
4
IW
Instrumental Wealth
Florida
$0
5
Citadel Advisors
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
BONH
126
Bank of New Hampshire
New Hampshire
$1.5K – – –
LC
127
Lindbrook Capital
California
$1.32K – – –
SAM
128
Smartleaf Asset Management
Massachusetts
$1.14K – – –
ADL
129
Asset Dedication LLC
California
$1K – – –
QCG
130
Quadrant Capital Group
Ohio
$991 – – –
NRC
131
New Republic Capital
North Carolina
$945 – – –
AAG
132
Armstrong Advisory Group
Massachusetts
$892 – – –
HCM
133
Hollencrest Capital Management
California
$807 – – –
WIA
134
Wetzel Investment Advisors
Indiana
$782 – – –
Franklin Resources
135
Franklin Resources
California
$715 – – –
PS
136
Principal Securities
Iowa
$576 – – –
Fidelity Investments
137
Fidelity Investments
Massachusetts
$394 -$881 -38 -69%
MSG
138
Main Street Group
Virginia
$377 +$377 +16 New
RIL
139
Rothschild Investment LLC
Illinois
$346 – – –
NFSG
140
Newbridge Financial Services Group
Florida
$161 – – –
Citadel Advisors
141
Citadel Advisors
Florida
$115 -$1.1M -47,706 -100%
SMA
142
Sage Mountain Advisors
Georgia
$99 – – –
CPA
143
Clear Point Advisors
New York
$25 – – –
AFA
144
Arlington Financial Advisors
California
– -$5.07M -170,695 Closed
IW
145
Instrumental Wealth
Florida
– -$1.12M -46,458 Closed
NAM
146
NTV Asset Management
West Virginia
– -$889K -29,898 Closed
PCM
147
Prelude Capital Management
New York
– -$870K -29,274 Closed
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$660K -22,207 Closed
FTUS
149
Flow Traders U.S.
New York
– -$623K -20,969 Closed
BBVA
150
Banco Bilbao Vizcaya Argentaria
Spain
– -$419K -14,085 Closed
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