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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $72.3M invested in Invesco WilderHill Clean Energy ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$26K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.27M
2
TFF
2
The Family Firm
Maryland
$1.29M
3
Truist Financial
3
Truist Financial
North Carolina
$1.1M
4
Ameriprise
4
Ameriprise
Minnesota
$960K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.02M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
HFA
2
High Falls Advisors
New York
$0
3
CA
3
Calton & Associates
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$3.98M
5
AWCI
5
Alpine Woods Capital Investors
New York
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.7M 341,844 +18,309 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.27M 241,577 +83,922 +53%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.21M 239,887 +7,096 +3%
ZIG
4
Zurich Insurance Group
Switzerland
$5.96M 174,239 -261 -0.1%
RJA
5
Raymond James & Associates
Florida
$3.98M 116,324 -6,644 -5%
UBS Group
6
UBS Group
Switzerland
$3.81M 111,244 +17,012 +18%
SI
7
Stephens Inc
Arkansas
$3.67M 107,303 -625 -0.6%
Wells Fargo
8
Wells Fargo
California
$2.41M 70,511 +2,740 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.39M 69,762 +19,009 +37%
LPL Financial
10
LPL Financial
California
$1.83M 53,520 +6,958 +15%
JGUA
11
John G. Ullman & Associates
New York
$1.44M 42,130 -2,100 -5%
TFF
12
The Family Firm
Maryland
$1.29M 37,604 +37,604 New
Lazard Asset Management
13
Lazard Asset Management
New York
$1.25M 36,450 – –
PP
14
Professional Planning
California
$1.19M 34,693 -1,101 -3%
Truist Financial
15
Truist Financial
North Carolina
$1.1M 32,220 +32,220 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.02M 29,639 +20,656 +230%
EWA
17
EP Wealth Advisors
California
$981K 28,668 +365 +1%
Ameriprise
18
Ameriprise
Minnesota
$960K 28,275 +28,275 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$949K 27,706 +1,106 +4%
CCM
20
Covington Capital Management
California
$599K 17,500 – –
BRWA
21
B. Riley Wealth Advisors
Florida
$577K 16,832 -458 -3%
Stifel Financial
22
Stifel Financial
Missouri
$524K 15,379 -111 -0.7%
Jane Street
23
Jane Street
New York
$456K 13,324 +13,324 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$434K 12,694 +53 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$424K 12,388 +824 +7%
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