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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

91 hedge funds and large institutions have $62.7M invested in Invesco WilderHill Clean Energy ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
10
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$583K

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.92M
3
Bank of America
Bank of America
North Carolina
+$1.89M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$544K

Top Sellers

1
JGUA
John G. Ullman & Associates
New York
-$1.44M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.25M
3
Ameriprise
Ameriprise
Minnesota
-$960K
4
Wells Fargo
Wells Fargo
California
-$856K
5
SI
Stephens Inc
Arkansas
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.1M +$1.89M +70,660 +21%
Morgan Stanley
2
Morgan Stanley
New York
$8.4M +$1.92M +71,630 +30%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.85M +$425K +15,870 +7%
ZIG
4
Zurich Insurance Group
Switzerland
$4.49M -$184K -6,849 -4%
RJA
5
Raymond James & Associates
Florida
$2.88M -$236K -8,789 -8%
UBS Group
6
UBS Group
Switzerland
$2.8M -$178K -6,643 -6%
FMP
7
Financial Management Professionals
Texas
$2.51M +$2.5M +93,415 +166,813%
SI
8
Stephens Inc
Arkansas
$2.33M -$546K -20,353 -19%
Goldman Sachs
9
Goldman Sachs
New York
$2M +$130K +4,859 +7%
LPL Financial
10
LPL Financial
California
$1.95M +$513K +19,142 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.15M +$1.15M +42,944 New
Truist Financial
12
Truist Financial
North Carolina
$1.1M +$236K +8,809 +27%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +39,051 New
Wells Fargo
14
Wells Fargo
California
$1.04M -$856K -31,893 -45%
TFF
15
The Family Firm
Maryland
$973K -$35.5K -1,322 -4%
PP
16
Professional Planning
California
$953K +$56.5K +2,188 +6%
EWA
17
EP Wealth Advisors
California
$750K -$19K -708 -2%
RICHC
18
Renaissance Investment Consultants Holding Company
Pennsylvania
$544K +$544K +20,288 New
WP
19
WMS Partners
Maryland
$536K +$536K +20,000 New
HFA
20
High Falls Advisors
New York
$534K +$534K +19,913 New
Citadel Advisors
21
Citadel Advisors
Florida
$482K -$313K -11,675 -39%
CCM
22
Covington Capital Management
California
$469K – – –
Stifel Financial
23
Stifel Financial
Missouri
$419K +$5.51K +205 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$416K +$103K +3,829 +33%
BRWA
25
B. Riley Wealth Advisors
Florida
$398K -$53.3K -1,989 -12%
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