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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Citigroup
1
Citigroup
New York
$9.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.79M
3
AGM
3
Alpine Global Management
New York
$749K
4
A
4
Allianz
Germany
$4.49M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$822K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
126
Legend Financial Advisors
Pennsylvania
$60 +$60 +3 New
GWP
127
Gateway Wealth Partners
Wisconsin
– -$661K -32,976 Closed
Prudential Financial
128
Prudential Financial
New Jersey
– -$359K -17,933 Closed
TWM
129
Tradition Wealth Management
Minnesota
– -$281K -14,046 Closed
Pathstone Holdings
130
Pathstone Holdings
New Jersey
– -$206K -10,271 Closed
KC
131
Kepos Capital
New York
– -$87K -4,362 Closed
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
– -$49K -2,449 Closed
JIP
133
Jaffetilchin Investment Partners
Florida
– -$6.27K -313 Closed
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$6.01K -300 Closed
S
135
Sachetta
Massachusetts
– -$2K -100 Closed
BONH
136
Bank of New Hampshire
New Hampshire
– -$1.3K -65 Closed
LC
137
Lindbrook Capital
California
– -$1.16K -58 Closed
SAM
138
Smartleaf Asset Management
Massachusetts
– -$1.01K -50 Closed
Franklin Resources
139
Franklin Resources
California
– -$635 -31 Closed
EWA
140
EverSource Wealth Advisors
Alabama
– -$60 -3 Closed
CPA
141
Clear Point Advisors
New York
– -$22 -1 Closed
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