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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

214 hedge funds and large institutions have $1.18B invested in Invesco WilderHill Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+81
Holders Change %
+60.9%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
88
Increased
64
Reduced
26
Closed
3
Calls
$12.4M
Puts
$6.22M
Net Calls
+$6.18M
Net Calls Change
+$4.33M

Top Buyers

1
Citigroup
1
Citigroup
New York
$461M
2
MCM
2
Mainstay Capital Management
Michigan
$34M
3
Ameriprise
3
Ameriprise
Minnesota
$32.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.1M
5
Bank of America
5
Bank of America
North Carolina
$81.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.14M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.9M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$25M
4
FMP
4
Financial Management Professionals
Texas
$4.18M
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
Community Bank
New York
$33K – – –
BCWM
177
Bartlett & Co Wealth Management
Ohio
$32.1K +$32.1K +310 New
CWA
178
Carolina Wealth Advisors
South Carolina
$32K – – –
BC
179
Bartlett & Co
Ohio
$32K +$32K +310 New
CCC
180
Crescent Capital Consulting
Louisiana
$31K +$31K +300 New
PGAM
181
Princeton Global Asset Management
New Jersey
$26K – – –
Franklin Resources
182
Franklin Resources
California
$26K +$26K +251 New
MIM
183
MTM Investment Management
South Carolina
$24K +$24K +230 New
FFA
184
Founders Financial Alliance
North Carolina
$23K – – –
AIP
185
Ameritas Investment Partners
Nebraska
$23K – – –
MIM
186
Macroview Investment Management
Maryland
$23K +$9.24K +90 +67%
CAM
187
Costello Asset Management
Pennsylvania
$23K +$16.2K +155 +238%
POIA
188
Pin Oak Investment Advisors
Texas
$23K +$23K +220 New
CFN
189
Cordasco Financial Network
Florida
$22K – – –
CHC
190
City Holding Co
West Virginia
$21K – – –
KTC
191
Kistler-Tiffany Companies
Pennsylvania
$21K +$21K +200 New
PCFFS
192
Pacific Center for Financial Services
California
$19K +$19K +187 New
ACA
193
Atlas Capital Advisors
Wyoming
$18.6K +$18.6K +180 New
AF
194
Allworth Financial
California
$17K – – –
CFFP
195
Center for Financial Planning
Michigan
$17K – – –
SFS
196
Sowell Financial Services
Arkansas
$17K +$2.31K +22 +16%
AAP
197
Arax Advisory Partners
Colorado
$16K +$16K +150 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +112 New
CHA
199
Carmichael Hill & Associates
Maryland
$12K +$12K +119 New
BWM
200
BerganKDV Wealth Management
Minnesota
$10K -$105K -1,000 -91%
5 6 7
8
9