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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
176
Franklin Resources
California
$1.19K +$1.19K +31 New
HNWAG
177
High Net Worth Advisory Group
Florida
$1.15K – – –
AAG
178
Armstrong Advisory Group
Massachusetts
$1.15K +$1.15K +30 New
HIA
179
Harbor Investment Advisory
Maryland
$1.07K – – –
FMP
180
Financial Management Professionals
Texas
$1K – – –
WAM
181
Worth Asset Management
Texas
$581 – – –
TFS
182
TrustCore Financial Services
Tennessee
$575 – – –
CI
183
Cordant Inc
Oregon
$345 +$345 +9 New
SMA
184
Sage Mountain Advisors
Georgia
$159 -$7.2K -181 -98%
AF
185
Affiance Financial
Minnesota
$115 +$115 +3 New
LC
186
Lindbrook Capital
California
$77 – – –
UCIG
187
Ulrich Consultants & Investment Group
New Mexico
– -$2.66M -55,254 Closed
MCM
188
McMillion Capital Management
North Carolina
– -$741K -15,381 Closed
CG
189
Colony Group
Massachusetts
– -$718K -14,910 Closed
CMI
190
Clare Market Investments
Texas
– -$489K -10,155 Closed
AWCI
191
Alpine Woods Capital Investors
New York
– -$434K -9,000 Closed
GSC
192
Ground Swell Capital
South Carolina
– -$410K -8,501 Closed
AWA
193
Arete Wealth Advisors
Illinois
– -$335K -6,945 Closed
MA
194
Mutual Advisors
Nebraska
– -$313K -6,507 Closed
QIM
195
Quantitative Investment Management
Virginia
– -$303K -6,291 Closed
EH
196
Equitable Holdings
New York
– -$294K -6,103 Closed
SEA
197
Stegent Equity Advisors
Texas
– -$276K -5,727 Closed
SIG
198
Sargent Investment Group
Maryland
– -$257K -5,216 Closed
OMC
199
Old Mission Capital
Illinois
– -$251K -5,200 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$249K -5,167 Closed
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