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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
151
Sage Mountain Advisors
Georgia
$36K +$261 +4 +0.7%
CHC
152
City Holding Co
West Virginia
$35K -$1.16K -18 -3%
SWA
153
SOA Wealth Advisors
New York
$34K +$255 +4 +0.8%
GT
154
Glenmede Trust
Pennsylvania
$31K -$11.2K -175 -27%
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$30K – – –
ARIS
156
Advanced Research Investment Solutions
California
$28K +$28K +429 New
MRCM
157
M&R Capital Management
New Jersey
$27K – – –
AIM
158
Anchor Investment Management
South Carolina
$26.1K – – –
Barclays
159
Barclays
United Kingdom
$23K -$198K -3,000 -90%
CIAS
160
Capital Investment Advisory Services
North Carolina
$22K -$31.6K -476 -59%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$21K -$73.4K -1,129 -78%
CHA
162
Carmichael Hill & Associates
Maryland
$21K – – –
CB
163
Community Bank
New York
$21K – – –
FFA
164
Fairfield Financial Advisors
Massachusetts
$16.1K +$16.1K +247 New
FWM
165
Focused Wealth Management
New York
$16K -$13.3K -200 -45%
PGAM
166
Princeton Global Asset Management
New Jersey
$16K – – –
PCFFS
167
Pacific Center for Financial Services
California
$16K +$64 +1 +0.4%
KPCM
168
Kings Point Capital Management
New York
$16K +$16K +250 New
BAM
169
Baldrige Asset Management
Pennsylvania
$15K – – –
MCC
170
Money Concepts Capital
Florida
$14K -$27.1K -422 -66%
FFA
171
Founders Financial Alliance
North Carolina
$14K – – –
POIA
172
Pin Oak Investment Advisors
Texas
$14K – – –
CFN
173
Cordasco Financial Network
Florida
$14K – – –
GWSG
174
GPS Wealth Strategies Group
Colorado
$13K +$3.05K +46 +31%
UB
175
UMB Bank
Missouri
$12K – – –
5 6
7
8 9