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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
176
Carmichael Hill & Associates
Maryland
$34K -$9.28K -119 -21%
FWM
177
Focused Wealth Management
New York
$34K -$2.17K -28 -6%
PA
178
Parallel Advisors
California
$32K – – –
MRCM
179
M&R Capital Management
New Jersey
$32K – – –
AIM
180
Anchor Investment Management
South Carolina
$30.9K – – –
KIG
181
Kowal Investment Group
Wisconsin
$29K +$29K +374 New
SIM
182
Sonora Investment Management
Arizona
$29K +$29K +375 New
SBL
183
Sargent Bickham Lagudis
Colorado
$25K – – –
CB
184
Community Bank
New York
$25K – – –
BC
185
Bartlett & Co
Ohio
$24K – – –
CWA
186
Carolina Wealth Advisors
South Carolina
$24K – – –
BCWM
187
Bartlett & Co Wealth Management
Ohio
$23.9K – – –
MIM
188
Macroview Investment Management
Maryland
$23K – – –
FCMT
189
Founders Capital Management (Texas)
Texas
$23K – – –
CHC
190
City Holding Co
West Virginia
$22K – – –
TWM
191
Tradition Wealth Management
Minnesota
$22K +$5.79K +75 +36%
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$20K -$20.7K -265 -51%
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
GT
194
Glenmede Trust
Pennsylvania
$20K +$20K +260 New
PGAM
195
Princeton Global Asset Management
New Jersey
$19K – – –
PCFFS
196
Pacific Center for Financial Services
California
$19K +$4.67K +61 +33%
BAM
197
Baldrige Asset Management
Pennsylvania
$18K – – –
FFA
198
Founders Financial Alliance
North Carolina
$17K – – –
POIA
199
Pin Oak Investment Advisors
Texas
$17K – – –
RE
200
RBC Europe
United Kingdom
$16.5K – – –
6 7
8
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