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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

186 hedge funds and large institutions have $205M invested in Invesco WilderHill Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
61
Closed
29
Calls
$606K
Puts
$690K
Net Calls
-$84K
Net Calls Change
-$533K

Top Buyers

1
Jane Street
1
Jane Street
New York
$766K
2
Cerity Partners
2
Cerity Partners
New York
$686K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.03M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M
5
LWM
5
Laidlaw Wealth Management
New York
$478K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.62M
3
CS
3
Credit Suisse
Switzerland
$8.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.1M
5
UCIG
5
Ulrich Consultants & Investment Group
New Mexico
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$65.7M 1,715,087 -1,033,323 -38%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M 759,033 -106,126 -12%
LPL Financial
3
LPL Financial
California
$10.5M 273,540 -15,316 -5%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$8.86M 231,032 -271 -0.1%
CS
5
Credit Suisse
Switzerland
$8.85M 230,913 -130,378 -36%
Goldman Sachs
6
Goldman Sachs
New York
$6.64M 173,129 -23,769 -12%
ZIG
7
Zurich Insurance Group
Switzerland
$5.21M 135,864 +9,134 +7%
RJA
8
Raymond James & Associates
Florida
$3.76M 98,072 -13,095 -12%
Truist Financial
9
Truist Financial
North Carolina
$3.03M 79,146 -21,549 -21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.03M 78,930 +13,978 +22%
UBS Group
11
UBS Group
Switzerland
$3.01M 78,624 -20,790 -21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.88M 75,214 -7,777 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.77M 72,265 +12,906 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.42M 63,210 +10,657 +20%
TFF
15
The Family Firm
Maryland
$2.25M 58,828 +6,134 +12%
NAM
16
NTV Asset Management
West Virginia
$1.95M 50,825 -11,090 -18%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.62M 42,315 -516,651 -92%
Wells Fargo
18
Wells Fargo
California
$1.6M 41,834 -17,558 -30%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.55M 40,476 -6,657 -14%
TWP
20
Total Wealth Planning
Ohio
$1.55M 40,411 -1,985 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.52M 39,704 -1,555 -4%
Ameriprise
22
Ameriprise
Minnesota
$1.45M 37,918 +6,013 +19%
SPIA
23
Steward Partners Investment Advisory
New York
$1.39M 36,286 -568 -2%
CAN
24
Cetera Advisor Networks
California
$1.08M 28,085 -69 -0.2%
PFT
25
Providence First Trust
Arizona
$986K 25,718 -100 -0.4%
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