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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

134 hedge funds and large institutions have $70.7M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-10
Holders Change %
-6.94%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
29
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$3.29M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.53M
3
Morgan Stanley
Morgan Stanley
New York
+$586K
4
Goldman Sachs
Goldman Sachs
New York
+$454K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$353K

Top Sellers

1
Citigroup
Citigroup
New York
-$12.5M
2
Bank of America
Bank of America
North Carolina
-$4.64M
3
CI
CX Institutional
Indiana
-$1.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
5
BHB
Bank Hapoalim BM
Israel
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
126
Armstrong Advisory Group
Massachusetts
$605 – – –
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$504 -$98.3K -4,877 -99%
PS
128
Principal Securities
Iowa
$504 – – –
RIL
129
Rothschild Investment LLC
Illinois
$302 – – –
NFSG
130
Newbridge Financial Services Group
Florida
$141 – – –
SMA
131
Sage Mountain Advisors
Georgia
$87 – – –
EWA
132
EverSource Wealth Advisors
Alabama
$65 +$65 +3 New
LFA
133
Legend Financial Advisors
Pennsylvania
$60 +$60 +3 New
CPA
134
Clear Point Advisors
New York
$22 – – –
CI
135
CX Institutional
Indiana
– -$1.7M -73,682 Closed
BHB
136
Bank Hapoalim BM
Israel
– -$1.45M -63,070 Closed
QC
137
Quadrature Capital
United Kingdom
– -$620K -26,944 Closed
TWP
138
Total Wealth Planning
Ohio
– -$486K -21,084 Closed
MML Investors Services
139
MML Investors Services
Massachusetts
– -$473K -20,505 Closed
WAP
140
Wealthcare Advisory Partners
Pennsylvania
– -$386K -16,758 Closed
Renaissance Technologies
141
Renaissance Technologies
New York
– -$311K -13,500 Closed
NL
142
NWAM LLC
Washington
– -$248K -10,790 Closed
Neuberger Berman Group
143
Neuberger Berman Group
New York
– -$221K -9,585 Closed
PA
144
Prism Advisors
California
– -$216K -9,355 Closed
Mariner
145
Mariner
Kansas
– -$212K -9,214 Closed
ECM
146
ExodusPoint Capital Management
New York
– -$209K -9,087 Closed
CB
147
Commerce Bank
Missouri
– -$206K -8,925 Closed
BRWA
148
B. Riley Wealth Advisors
Florida
– -$226K -7,175 Closed
AAG
149
Accordant Advisory Group
Maryland
– -$52.1K -2,260 Closed
MG
150
Mather Group
Illinois
– -$6.09K -205 Closed
3 4 5
6
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