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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$171K +$44.2K +574 +35%
EDRH
152
Edmond de Rothschild Holding
Switzerland
$162K +$46.3K +600 +40%
HPC
153
HM Payson & Co
Maine
$149K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$143K – – –
AWM
155
Accel Wealth Management
Iowa
$116K -$35.8K -465 -24%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$115K -$1.55K -20 -1%
JWA
157
JFS Wealth Advisors
Pennsylvania
$92K +$16.5K +214 +22%
AWM
158
Activest Wealth Management
Florida
$91K +$155 +2 +0.2%
M
159
MOTCO
Texas
$84K +$84K +1,090 New
BCA
160
Berman Capital Advisors
Georgia
$77K +$306 +4 +0.4%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$75K -$5.27K -65 -7%
BCV
162
Banque Cantonale Vaudoise
Switzerland
$67K – – –
SWM
163
Spire Wealth Management
Virginia
$59K +$26K +336 +79%
William Blair & Company
164
William Blair & Company
Illinois
$56K -$1.69K -22 -3%
US Bancorp
165
US Bancorp
Minnesota
$53K -$386 -5 -0.7%
CIAS
166
Capital Investment Advisory Services
North Carolina
$53K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$51K – – –
FP
168
Financial Perspectives
Minnesota
$50.4K +$7.96K +103 +19%
SWA
169
SOA Wealth Advisors
New York
$48K -$24.6K -324 -34%
BWA
170
BDO Wealth Advisors
Florida
$46K – – –
SFPG
171
Stonebridge Financial Planning Group
Florida
$46K – – –
Optiver Holding
172
Optiver Holding
Netherlands
$45K -$25.8K -332 -36%
SMA
173
Sage Mountain Advisors
Georgia
$42K +$42K +548 New
CCC
174
Crescent Capital Consulting
Louisiana
$38K – – –
CG
175
Cutler Group
California
$38K +$7.6K +100 +25%
5 6
7
8 9