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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
CI
2
CX Institutional
Indiana
$1.32M
3
JGUA
3
John G. Ullman & Associates
New York
$3.06M
4
Fidelity International
4
Fidelity International
Bermuda
$600K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$539K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$1.89K -$1.38K -44 -42%
LC
152
Lindbrook Capital
California
$1.78K +$31 +1 +2%
SWM
153
Spire Wealth Management
Virginia
$1.51K -$1.51K -48 -50%
QCG
154
Quadrant Capital Group
Ohio
$1.33K – – –
NFSG
155
Newbridge Financial Services Group
Florida
$1.32K – – –
HCM
156
Hollencrest Capital Management
California
$1.1K – – –
RIA
157
Realta Investment Advisors
Delaware
$1.08K – – –
ADL
158
Asset Dedication LLC
California
$1K – – –
Franklin Resources
159
Franklin Resources
California
$974 – – –
AAG
160
Armstrong Advisory Group
Massachusetts
$943 – – –
HCP
161
Hexagon Capital Partners
Arkansas
$409 -$31 -1 -7%
SMA
162
Sage Mountain Advisors
Georgia
$133 – – –
ACM
163
Avalon Capital Management
California
– -$1.51M -37,743 Closed
CG
164
Cutler Group
California
– -$846K -21,107 Closed
V
165
Veritable
Delaware
– -$402K -10,014 Closed
BFS
166
Bard Financial Services
Connecticut
– -$366K -9,125 Closed
PAG
167
Private Advisor Group
New Jersey
– -$346K -8,126 Closed
EGWAG
168
Elwood & Goetz Wealth Advisory Group
Georgia
– -$296K -7,372 Closed
KAS
169
Kestra Advisory Services
Texas
– -$258K -6,442 Closed
ASFA
170
All Season Financial Advisors
Colorado
– -$218K -5,443 Closed
PA
171
Parallel Advisors
California
– -$13.9K -347 Closed
PGAM
172
Princeton Global Asset Management
New Jersey
– -$10K -250 Closed
KM
173
Kalos Management
Georgia
– -$1.85K -46 Closed
Bank Julius Baer & Co
174
Bank Julius Baer & Co
Switzerland
– -$1K -27 Closed
WAM
175
Worth Asset Management
Texas
– -$609 -15 Closed
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