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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

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

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$10.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$7.46M
3
RCS
Retirement Capital Strategies
California
+$5.98M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.21M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$24.1M
3
Millennium Management
Millennium Management
New York
-$13.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.8M
5
E
Ergoteles
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Bartlett & Co
Ohio
$29K – – –
BCWM
202
Bartlett & Co Wealth Management
Ohio
$28.9K – – –
MIM
203
Macroview Investment Management
Maryland
$28K – – –
FCMT
204
Founders Capital Management (Texas)
Texas
$28K – – –
CWA
205
Carolina Wealth Advisors
South Carolina
$28K – – –
CHC
206
City Holding Co
West Virginia
$26K – – –
CAGAS
207
Capital Advisory Group Advisory Services
Minnesota
$24K -$586K -6,347 -96%
PGAM
208
Princeton Global Asset Management
New Jersey
$23K – – –
FFA
209
Founders Financial Alliance
North Carolina
$21K -$573 -6 -3%
POIA
210
Pin Oak Investment Advisors
Texas
$21K – – –
BAM
211
Baldrige Asset Management
Pennsylvania
$21K +$21K +227 New
CFN
212
Cordasco Financial Network
Florida
$20K – – –
TWM
213
Tradition Wealth Management
Minnesota
$20K +$20K +210 New
RE
214
RBC Europe
United Kingdom
$19.9K +$13.2K +142 +197%
KC
215
Knuff & Co
California
$19K +$19K +200 New
AIP
216
Ameritas Investment Partners
Nebraska
$18K – – –
PCFFS
217
Pacific Center for Financial Services
California
$17K – – –
ACA
218
Atlas Capital Advisors
Wyoming
$16.8K – – –
AF
219
Allworth Financial
California
$15K – – –
CFFP
220
Center for Financial Planning
Michigan
$15K – – –
RFWA
221
RPg Family Wealth Advisory
Massachusetts
$14.1K +$14.1K +151 New
CAM
222
Costello Asset Management
Pennsylvania
$14K -$7K -75 -33%
AAP
223
Arax Advisory Partners
Colorado
$14K +$14K +150 New
MA
224
Modus Advisors
Minnesota
$14K +$14K +153 New
NL
225
NVWM LLC
Pennsylvania
$12K – – –
7 8
9
10 11