PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

191 hedge funds and large institutions have $361M invested in Invesco WilderHill Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
60
Closed
20
Calls
$1.85M
Puts
$1.4M
Net Calls
+$449K
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$132M
2
CS
Credit Suisse
Switzerland
$17.4M
3
Fidelity International
Fidelity International
Bermuda
$1.47M
4
SPIA
Steward Partners Investment Advisory
New York
$1.78M
5
CAN
Cetera Advisor Networks
California
$1.36M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
Morgan Stanley
New York
$41.7M
3
Goldman Sachs
Goldman Sachs
New York
$9.49M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115K
5
GWM
Greenwich Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
176
Newbridge Financial Services Group
Florida
$2K – – –
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
ADL
178
Asset Dedication LLC
California
$2K – – –
BWL
179
Bogart Wealth LLC
Virginia
$2K +$38 +1 +2%
AWM
180
Avior Wealth Management
Nebraska
$2K +$45 +1 +2%
RIA
181
Realta Investment Advisors
Delaware
$2K +$2K +35 New
FMP
182
Financial Management Professionals
Texas
$1K – – –
First Manhattan
183
First Manhattan
New York
$1K – – –
HIA
184
Harbor Investment Advisory
Maryland
$1K – – –
TFS
185
TrustCore Financial Services
Tennessee
$1K – – –
HCP
186
Hexagon Capital Partners
Arkansas
$1K – – –
HNWAG
187
High Net Worth Advisory Group
Florida
$1K – – –
WAM
188
Worth Asset Management
Texas
$1K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$724 +$662 +11,543 +1,059%
GWM
190
Greenwich Wealth Management
Connecticut
– -$1.5M -32,882 Closed
ASFA
191
All Season Financial Advisors
Colorado
– -$661K -14,469 Closed
CWM
192
Collaborative Wealth Management
Florida
– -$448K -9,809 Closed
HSBC Holdings
193
HSBC Holdings
United Kingdom
– -$439K -9,610 Closed
SG
194
Somerset Group
Minnesota
– -$406K -8,874 Closed
Jane Street
195
Jane Street
New York
– -$285K -6,229 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
– -$229K -5,000 Closed
UCFA
197
United Capital Financial Advisors
Texas
– -$202K -4,422 Closed
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
– -$97K -2,121 Closed
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
– -$94K -2,054 Closed
MIFH
200
Migdal Insurance & Financial Holdings
Israel
– -$21K -461 Closed
5 6 7
8
9