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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$124M 1,909,591 +928,902 +95%
Morgan Stanley
2
Morgan Stanley
New York
$51.6M 792,113 -6,609 -0.8%
LPL Financial
3
LPL Financial
California
$22.5M 345,188 +6,587 +2%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$15.2M 233,496 +225,959 +2,998%
CS
5
Credit Suisse
Switzerland
$11.5M 176,993 +329 +0.2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$11.5M 171,990 +166,764 +3,191%
ZIG
7
Zurich Insurance Group
Switzerland
$8.21M 125,986 +2,874 +2%
Goldman Sachs
8
Goldman Sachs
New York
$7.56M 116,037 -250,415 -68%
RJA
9
Raymond James & Associates
Florida
$7.18M 110,176 -8,304 -7%
Wells Fargo
10
Wells Fargo
California
$6.83M 104,874 +32,786 +45%
UBS Group
11
UBS Group
Switzerland
$6.43M 98,649 -56,055 -36%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.07M 93,239 -4,688 -5%
Truist Financial
13
Truist Financial
North Carolina
$5.92M 90,909 +1,050 +1%
EWA
14
Evolution Wealth Advisors
Florida
$4.96M 76,059 +4,910 +7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.91M 75,305 -4,987 -6%
CG
16
Cutler Group
California
$4.88M 74,987 +59,787 +393%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.6M 73,113 +20,817 +40%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.39M 67,412 +14,215 +27%
NAM
19
NTV Asset Management
West Virginia
$4.22M 64,715 -3,422 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.03M 61,886 -123 -0.2%
TFF
21
The Family Firm
Maryland
$3.3M 50,636 +5,336 +12%
OMC
22
Old Mission Capital
Illinois
$3.28M 50,320 +50,320 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.21M 49,301 +667 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.02M 46,319 +4,250 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.84M 43,604 -15,448 -26%
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