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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $772M invested in Invesco WilderHill Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 94 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+44
Holders Change %
+20.56%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
94
Reduced
43
Closed
29
Calls
$20.3M
Puts
$37.2M
Net Calls
-$16.9M
Net Calls Change
-$23.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$41.1M
2
Bank of America
Bank of America
North Carolina
$104M
3
Millennium Management
Millennium Management
New York
$20.7M
4
Morgan Stanley
Morgan Stanley
New York
$87.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$61.9M

Top Sellers

1
Citigroup
Citigroup
New York
$1.57M
2
MCM
Mainstay Capital Management
Michigan
$247K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.47M
4
PS
Portfolio Strategies
New York
$2.62M
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$270K +$68.1K +693 +34%
MHS
152
M Holdings Securities
Oregon
$270K +$270K +2,744 New
SFG
153
Summit Financial Group
West Virginia
$266K +$34.4K +350 +15%
FP
154
Financial Perspectives
Minnesota
$265K +$265K +26,073 New
CA
155
Continuum Advisory
Idaho
$262K +$262K +3,008 New
PA
156
Prism Advisors
California
$260K -$177K -1,796 -40%
PP
157
Paloma Partners
Connecticut
$259K +$259K +2,628 New
TCM
158
Telos Capital Management
California
$256K -$68.7K -699 -21%
NP
159
NorthRock Partners
Minnesota
$254K +$254K +2,577 New
CI
160
CX Institutional
Indiana
$250K -$92.5K -940 -27%
MCM
161
Mainstay Capital Management
Michigan
$247K -$32.2M -326,791 -99%
MWP
162
Moller Wealth Partners
$247K +$33.5K +341 +16%
VFA
163
Valeo Financial Advisors
Indiana
$246K +$39.5K +402 +19%
CAG
164
Curtis Advisory Group
California
$240K +$2.85K +29 +1%
OAM
165
Occidental Asset Management
California
$238K +$238K +2,424 New
GAM
166
Geier Asset Management
Maryland
$234K +$172 +2 +0.1%
ECG
167
Edge Capital Group
Georgia
$230K – – –
MPW
168
Monterey Private Wealth
California
$225K +$225K +2,397 New
LFF
169
Level Four Financial
Texas
$209K +$209K +2,126 New
BRWM
170
B. Riley Wealth Management
Tennessee
$207K – – –
AWM
171
Accel Wealth Management
Iowa
$198K +$198K +2,010 New
HPC
172
HM Payson & Co
Maine
$194K +$3.93K +40 +2%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$194K +$183K +1,858 +1,659%
EVM
174
Eaton Vance Management
Massachusetts
$191K +$191K +1,945 New
HR
175
Howe & Rusling
New York
$183K +$7.76K +79 +4%
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7
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