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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$7.46M
3
RCS
Retirement Capital Strategies
California
+$5.98M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.21M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$24.1M
3
Millennium Management
Millennium Management
New York
-$13.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.8M
5
E
Ergoteles
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Prism Advisors
California
$246K – – –
EVM
152
Eaton Vance Management
Massachusetts
$246K +$64.6K +693 +36%
TCM
153
Telos Capital Management
California
$244K +$747 +8 +0.3%
NP
154
NorthRock Partners
Minnesota
$236K -$3.91K -42 -2%
M&T Bank
155
M&T Bank
New York
$234K +$234K +2,510 New
Baird Financial Group
156
Baird Financial Group
Wisconsin
$231K -$157K -1,683 -40%
CAG
157
Curtis Advisory Group
California
$225K -$2.7K -29 -1%
Creative Planning
158
Creative Planning
Kansas
$222K -$38.5K -413 -15%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$221K +$221K +2,369 New
ECG
160
Edge Capital Group
Georgia
$218K – – –
AAS
161
Avantax Advisory Services
Texas
$211K -$54.8K -587 -21%
MPW
162
Monterey Private Wealth
California
$205K -$18.2K -195 -8%
HR
163
Howe & Rusling
New York
$197K +$23.3K +250 +13%
AWM
164
Accel Wealth Management
Iowa
$184K -$3.74K -40 -2%
HPC
165
HM Payson & Co
Maine
$180K -$3.72K -40 -2%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$172K +$10.7K +115 +7%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$161K +$161K +1,723 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$153K +$40.4K +434 +36%
ASN
169
Advisory Services Network
Georgia
$145K +$145K +1,551 New
KTC
170
Kistler-Tiffany Companies
Pennsylvania
$143K +$80.3K +859 +128%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$141K -$28.9K -309 -17%
HCM
172
Highlander Capital Management
New Jersey
$140K – – –
EDRH
173
Edmond de Rothschild Holding
Switzerland
$140K – – –
AIC
174
Ayalon Insurance Company
Israel
$124K +$57.6K +622 +87%
AWM
175
Activest Wealth Management
Florida
$109K +$186 +2 +0.2%
5 6
7
8 9