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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$12K – – –
Optiver Holding
177
Optiver Holding
Netherlands
$11K -$65.4K -1,034 -86%
AF
178
Allworth Financial
California
$11K – – –
EWM
179
Endurance Wealth Management
Rhode Island
$11K +$11K +175 New
CFFP
180
Center for Financial Planning
Michigan
$10K – – –
AAP
181
Arax Advisory Partners
Colorado
$10K +$66 +1 +0.7%
MAM
182
Meeder Asset Management
Ohio
$10K +$513 +8 +5%
RFWA
183
RPg Family Wealth Advisory
Massachusetts
$9.84K – – –
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$9.51K +$6.25K +96 +192%
IA
185
IFP Advisors
Florida
$9K +$3.03K +115 +51%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$8K – – –
CFD
187
Creative Financial Designs
Indiana
$7K – – –
CA
188
Clearstead Advisors
Ohio
$7K – – –
TFP
189
Tilia Fiduciary Partners
North Carolina
$7K +$7K +102 New
BWM
190
BerganKDV Wealth Management
Minnesota
$6K – – –
S
191
Surevest
California
$5K – – –
SCA
192
Stonebridge Capital Advisors
Minnesota
$5K – – –
HNWAG
193
High Net Worth Advisory Group
Florida
$5K – – –
WT
194
Washington Trust
Rhode Island
$5K – – –
NL
195
NVWM LLC
Pennsylvania
$4K -$4K -64 -50%
PP
196
Pacifica Partners
Canada
$4K – – –
BWL
197
Bogart Wealth LLC
Virginia
$3K -$60 -1 -2%
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
BA
199
Bellwether Advisors
Nebraska
$3K – – –
ADL
200
Asset Dedication LLC
California
$3K – – –
6 7
8
9 10