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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
Ameriprise
Minnesota
$3.49M
4
PVH
Psagot Value Holdings
Israel
$189K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
201
Cordasco Financial Network
Florida
$16K – – –
AIP
202
Ameritas Investment Partners
Nebraska
$15K – – –
FHA
203
First Horizon Advisors
Tennessee
$14K +$12.3K +164 +713%
AF
204
Allworth Financial
California
$13K – – –
CFFP
205
Center for Financial Planning
Michigan
$12K – – –
AAP
206
Arax Advisory Partners
Colorado
$12K +$79 +1 +0.7%
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$11.7K – – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$10K – – –
NL
209
NVWM LLC
Pennsylvania
$10K – – –
GWSG
210
GPS Wealth Strategies Group
Colorado
$8K – – –
CA
211
Clearstead Advisors
Ohio
$8K – – –
APWA
212
Atlas Private Wealth Advisors
New Jersey
$8K – – –
RPCA
213
Running Point Capital Advisors
California
$8K – – –
BWM
214
BerganKDV Wealth Management
Minnesota
$7K – – –
AWA
215
Arkadios Wealth Advisors
Georgia
$7K – – –
HIA
216
Harbor Investment Advisory
Maryland
$6K -$3.08K -40 -34%
TCWA
217
Ten Capital Wealth Advisors
Washington
$6K – – –
PP
218
Pacifica Partners
Canada
$6K – – –
SCA
219
Stonebridge Capital Advisors
Minnesota
$6K +$6K +75 New
AWM
220
Avior Wealth Management
Nebraska
$6K +$6K +86 New
WT
221
Washington Trust
Rhode Island
$5K – – –
FMP
222
Financial Management Professionals
Texas
$5K – – –
CFA
223
Cahill Financial Advisors
Minnesota
$5K +$5K +60 New
ADL
224
Asset Dedication LLC
California
$4K – – –
BWL
225
Bogart Wealth LLC
Virginia
$4K – – –
7 8
9
10 11