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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
$103M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.39M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$23M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.51M
3
Millennium Management
Millennium Management
New York
$6.14M
4
Morgan Stanley
Morgan Stanley
New York
$71.8M
5
E
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$103M +$4.56M +48,925 +5%
Morgan Stanley
2
Morgan Stanley
New York
$71.8M -$10.8M -115,849 -13%
Goldman Sachs
3
Goldman Sachs
New York
$41.9M +$2.96M +31,788 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23M -$35.6M -381,809 -61%
LPL Financial
5
LPL Financial
California
$22.6M -$3.43M -36,756 -13%
UBS Group
6
UBS Group
Switzerland
$18.1M -$4.13M -44,266 -19%
Ameriprise
7
Ameriprise
Minnesota
$16.5M -$8.13M -87,219 -33%
PVH
8
Psagot Value Holdings
Israel
$11.8M -$656K -7,039 -5%
ZIG
9
Zurich Insurance Group
Switzerland
$11M +$1.15M +12,371 +12%
RJA
10
Raymond James & Associates
Florida
$10.6M +$83.6K +897 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M +$10.3M +110,000 New
Wells Fargo
12
Wells Fargo
California
$9.7M -$9.47M -101,633 -49%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.54M +$1.13M +12,140 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.04M -$2.96M -31,765 -25%
BWM
15
Bulltick Wealth Management
Florida
$8.48M +$488K +5,234 +6%
Truist Financial
16
Truist Financial
North Carolina
$7.59M -$4.82M -51,670 -39%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$7.46M +$7.46M +80,019 New
EWA
18
Evolution Wealth Advisors
Florida
$6.7M -$268K -2,880 -4%
NAM
19
NTV Asset Management
West Virginia
$6.58M +$13.5K +145 +0.2%
PIC
20
Platt Investment Counsel
Florida
$6.54M -$211K -2,269 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.52M +$1.45M +15,520 +29%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.5M -$674K -7,237 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.21M +$2.09M +22,421 +51%
Millennium Management
24
Millennium Management
New York
$6.14M -$13.4M -144,022 -69%
RCS
25
Retirement Capital Strategies
California
$5.98M +$5.98M +64,216 New
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