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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$5K +$5K +132 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$4.79K – – –
RBC
153
Romano Brothers & Co
Illinois
$4.6K +$4.6K +120 New
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$3.83K -$87.4K -2,280 -96%
CA
155
Clearstead Advisors
Ohio
$3.83K – – –
BWM
156
BerganKDV Wealth Management
Minnesota
$3.64K – – –
CSWM
157
Cassady Schiller Wealth Management
Ohio
$3.6K +$3.6K +94 New
GI
158
Gradient Investments
Minnesota
$3.18K – – –
TSWM
159
Tyler-Stone Wealth Management
Ohio
$3K – – –
AWM
160
Avior Wealth Management
Nebraska
$2.91K +$1.2K +31 +70%
NL
161
NVWM LLC
Pennsylvania
$2.8K – – –
PP
162
Pacifica Partners
Canada
$2.76K – – –
WT
163
Washington Trust
Rhode Island
$2.68K – – –
JFG
164
JDM Financial Group
Texas
$2.53K +$2.53K +66 New
ADL
165
Asset Dedication LLC
California
$2K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$1.96K -$1.66K -43 -46%
RIA
167
Realta Investment Advisors
Delaware
$1.76K +$422 +11 +31%
KM
168
Kalos Management
Georgia
$1.76K +$1.76K +46 New
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$1.73K -$38 -1 -2%
CFD
170
Creative Financial Designs
Indiana
$1.64K +$38 +1 +2%
NFSG
171
Newbridge Financial Services Group
Florida
$1.61K – – –
QCG
172
Quadrant Capital Group
Ohio
$1.59K +$1.59K +41 New
First Manhattan
173
First Manhattan
New York
$1.42K – – –
HCM
174
Hollencrest Capital Management
California
$1.34K +$1.34K +35 New
HCP
175
Hexagon Capital Partners
Arkansas
$1.3K +$766 +20 +143%
5 6
7
8 9