PBW icon

Invesco WilderHill Clean Energy ETF

258 hedge funds and large institutions have $613M invested in Invesco WilderHill Clean Energy ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
Holders Change %
0%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
80
Reduced
75
Closed
38
Calls
$22.5M
Puts
$31.2M
Net Calls
-$8.75M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$103K
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$94K +$15.4K +162 +20%
BCA
178
Berman Capital Advisors
Georgia
$93K +$93K +1,002 New
JWA
179
JFS Wealth Advisors
Pennsylvania
$91K
SWA
180
SOA Wealth Advisors
New York
$89K +$7.08K +76 +9%
Optiver Holding
181
Optiver Holding
Netherlands
$85K -$787K -8,423 -90%
BCV
182
Banque Cantonale Vaudoise
Switzerland
$81K +$19.6K +210 +32%
William Blair & Company
183
William Blair & Company
Illinois
$70K +$2.51K +27 +4%
SWM
184
Spire Wealth Management
Virginia
$64K -$20.7K -138 -24%
CIAS
185
Capital Investment Advisory Services
North Carolina
$64K
US Bancorp
186
US Bancorp
Minnesota
$64K +$14.4K +155 +29%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$62K
BWA
188
BDO Wealth Advisors
Florida
$56K
CHA
189
Carmichael Hill & Associates
Maryland
$52K
FP
190
Financial Perspectives
Minnesota
$51.2K -$2.38M -25,524 -98%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$49K -$29.2K -310 -37%
CCC
192
Crescent Capital Consulting
Louisiana
$47K +$18.8K +200 +67%
SFPG
193
Stonebridge Financial Planning Group
Florida
$45K -$49.5K -550 -52%
FWM
194
Focused Wealth Management
New York
$44K +$15.1K +160 +52%
MRCM
195
M&R Capital Management
New Jersey
$39K
PA
196
Parallel Advisors
California
$39K +$6.62K +71 +20%
AIM
197
Anchor Investment Management
South Carolina
$37.3K
CG
198
Cutler Group
California
$37K +$27.8K +300 +300%
SBL
199
Sargent Bickham Lagudis
Colorado
$31K
CB
200
Community Bank
New York
$30K