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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

193 hedge funds and large institutions have $319M invested in Invesco WilderHill Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-25
Holders Change %
-11.47%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
57
Closed
40
Calls
$1.51M
Puts
$2.36M
Net Calls
-$858K
Net Calls Change
-$3.93M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.7M
2
Morgan Stanley
Morgan Stanley
New York
$55.6M
3
CS
Credit Suisse
Switzerland
$14.1M
4
Goldman Sachs
Goldman Sachs
New York
$11.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.57M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$64.6M
2
OMC
Old Mission Capital
Illinois
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$469K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$64.6M -$22.7M -496,023 -26%
Morgan Stanley
2
Morgan Stanley
New York
$55.6M +$19.3M +423,246 +53%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.7M +$39.4M +862,719 +1,750%
LPL Financial
4
LPL Financial
California
$14.3M -$1.46M -31,833 -9%
CS
5
Credit Suisse
Switzerland
$14.1M +$6.03M +131,986 +75%
Goldman Sachs
6
Goldman Sachs
New York
$11.2M +$5.89M +128,818 +111%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$10.6M -$72K -1,575 -0.7%
ZIG
8
Zurich Insurance Group
Switzerland
$6.43M +$668K +14,606 +12%
RJA
9
Raymond James & Associates
Florida
$5.01M -$31.1K -680 -0.6%
UBS Group
10
UBS Group
Switzerland
$4.25M -$256K -5,590 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.08M -$186K -4,059 -4%
Truist Financial
12
Truist Financial
North Carolina
$4.06M -$98.7K -2,160 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.68M +$235K +5,144 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.12M +$288K +6,310 +10%
Wells Fargo
15
Wells Fargo
California
$3.06M -$1.74M -37,976 -36%
NAM
16
NTV Asset Management
West Virginia
$2.87M -$86.8K -1,900 -3%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$2.7M +$955K +20,898 +55%
UCIG
18
Ulrich Consultants & Investment Group
New Mexico
$2.61M +$2.61M +56,985 New
TFF
19
The Family Firm
Maryland
$2.52M +$206K +4,497 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.38M -$963K -21,056 -29%
TWP
21
Total Wealth Planning
Ohio
$2.24M +$289K +6,329 +15%
ACM
22
Avalon Capital Management
California
$2.19M -$52.3K -1,143 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.15M +$36.6K +800 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.93M -$65.1K -1,425 -3%
WANY
25
Wealthspire Advisors (New York)
New York
$1.85M +$442K +9,673 +31%
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