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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.7M 1,230,821 -484,266 -28%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M 762,189 +3,156 +0.4%
Goldman Sachs
3
Goldman Sachs
New York
$24M 595,142 +422,013 +244%
LPL Financial
4
LPL Financial
California
$10.1M 248,967 -24,573 -9%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$9.34M 231,230 +198 +0.1%
CS
6
Credit Suisse
Switzerland
$8.69M 214,987 -15,926 -7%
ZIG
7
Zurich Insurance Group
Switzerland
$5.29M 130,994 -4,870 -4%
GW
8
GW & Wade
Massachusetts
$5.1M 126,235 +109,223 +642%
RJA
9
Raymond James & Associates
Florida
$4.2M 104,012 +5,940 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.9M 96,542 +17,612 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.9M 96,603 +33,393 +53%
Truist Financial
12
Truist Financial
North Carolina
$3.74M 92,570 +13,424 +17%
Wells Fargo
13
Wells Fargo
California
$3.6M 89,175 +47,341 +113%
EWA
14
EP Wealth Advisors
California
$3.24M 28,248 +13,657 +94%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.11M 77,033 +4,768 +7%
TFF
16
The Family Firm
Maryland
$2.59M 64,203 +5,375 +9%
Citadel Advisors
17
Citadel Advisors
Florida
$2.09M 51,708 +51,708 New
NAM
18
NTV Asset Management
West Virginia
$2.02M 50,025 -800 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.92M 47,407 +6,931 +17%
UBS Group
20
UBS Group
Switzerland
$1.7M 42,062 -36,562 -47%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.64M 40,687 +983 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.62M 40,117 -2,198 -5%
SPIA
23
Steward Partners Investment Advisory
New York
$1.39M 34,317 -1,969 -5%
Ameriprise
24
Ameriprise
Minnesota
$1.35M 33,425 -4,493 -12%
CAN
25
Cetera Advisor Networks
California
$1.22M 30,068 +1,983 +7%
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