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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

160 hedge funds and large institutions have $171M invested in Invesco WilderHill Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
46
Closed
23
Calls
$695K
Puts
$375K
Net Calls
+$320K
Net Calls Change
-$120K

Top Buyers

1
JGUA
1
John G. Ullman & Associates
New York
$2.8M
2
Jane Street
2
Jane Street
New York
$1.07M
3
IW
3
Instrumental Wealth
Florida
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$1.93M
5
CG
5
Cutler Group
California
$846K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
151
Newbridge Financial Services Group
Florida
$1.69K – – –
HCM
152
Hollencrest Capital Management
California
$1.4K – – –
Franklin Resources
153
Franklin Resources
California
$1.24K – – –
AAG
154
Armstrong Advisory Group
Massachusetts
$1.2K – – –
RIA
155
Realta Investment Advisors
Delaware
$1.08K +$1.08K +27 New
FMP
156
Financial Management Professionals
Texas
$1K – – –
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$1K +$1K +27 New
WAM
158
Worth Asset Management
Texas
$609 – – –
HCP
159
Hexagon Capital Partners
Arkansas
$562 – – –
SMA
160
Sage Mountain Advisors
Georgia
$169 – – –
ZIG
161
Zurich Insurance Group
Switzerland
– -$5.29M -130,994 Closed
Citadel Advisors
162
Citadel Advisors
Florida
– -$2.09M -51,708 Closed
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
– -$1.12M -27,800 Closed
CI
164
CX Institutional
Indiana
– -$706K -17,480 Closed
WP
165
WMS Partners
Maryland
– -$647K -16,000 Closed
NA
166
Nottingham Advisors
New York
– -$574K -14,210 Closed
CWA
167
CJM Wealth Advisers
Virginia
– -$231K -5,712 Closed
GVAG
168
Great Valley Advisor Group
Delaware
– -$218K -5,390 Closed
TWP
169
Total Wealth Planning
Ohio
– -$215K -5,322 Closed
AWS
170
Atria Wealth Solutions
New York
– -$213K -5,272 Closed
Creative Planning
171
Creative Planning
Kansas
– -$204K -5,053 Closed
BAM
172
Belpointe Asset Management
Nevada
– -$66.6K -1,647 Closed
ASN
173
Advisory Services Network
Georgia
– -$62.6K -1,549 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
– -$39.3K -972 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– -$22.6K -560 Closed
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