PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.33M
4
CI
4
CX Institutional
Indiana
$1.7M
5
QC
5
Quadrature Capital
United Kingdom
$620K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
– -$353K -11,887 Closed
LWM
152
Laidlaw Wealth Management
New York
– -$303K -10,185 Closed
Corient Private Wealth
153
Corient Private Wealth
Florida
– -$301K -10,125 Closed
HF
154
HRT Financial
New York
– -$296K -9,968 Closed
AWM
155
AE Wealth Management
Kansas
– -$239K -9,907 Closed
Prudential Financial
156
Prudential Financial
New Jersey
– -$291K -9,789 Closed
MA
157
Mutual Advisors
Nebraska
– -$273K -9,171 Closed
SPFA
158
Summit Place Financial Advisors
New Jersey
– -$267K -9,000 Closed
Jane Street
159
Jane Street
New York
– -$267K -8,995 Closed
ASFA
160
All Season Financial Advisors
Colorado
– -$254K -8,551 Closed
OBWG
161
Onyx Bridge Wealth Group
New York
– -$243K -8,177 Closed
KAS
162
Kestra Advisory Services
Texas
– -$234K -7,875 Closed
CRIG
163
Charter Research & Investment Group
Connecticut
– -$214K -7,190 Closed
MIH
164
Meitav Investment House
Israel
– -$209K -7,040 Closed
ASN
165
Advisory Services Network
Georgia
– -$37.8K -1,271 Closed
William Blair & Company
166
William Blair & Company
Illinois
– -$22.1K -744 Closed
AWM
167
Activest Wealth Management
Florida
– -$19.6K -660 Closed
UB
168
UMB Bank
Missouri
– -$15.8K -532 Closed
AC
169
AlphaCore Capital
California
– -$10.4K -350 Closed
FWM
170
FSA Wealth Management
Massachusetts
– -$4K -143 Closed
FWM
171
Focused Wealth Management
New York
– -$3.47K -117 Closed
GI
172
Gradient Investments
Minnesota
– -$1.87K -63 Closed
CFD
173
Creative Financial Designs
Indiana
– -$1.78K -60 Closed
LFA
174
Livelsberger Financial Advisory
Ohio
– -$119 -4 Closed
HWA
175
Heritage Wealth Advisors
Virginia
– -$20 -1 Closed
3 4 5 6
7